Remove or Display the Estimate from the Patient Payment Portal

Follow the instructions below to select whether or not to display the estimate in the patient's Payment Portal.

 If the Estimate was created from a Claim, open the claim in the claim section and continue to step 4.

  1. Select Appointments > Scheduler.

  2. Find the appointment on the calendar.

  3. When the appointment(s) is displayed, right-click on the appointment and select Edit Appointment or click on the appointment and select the Edit button.

  4. Locate and click  Estimate from the right-hand side panel.

    1. Select Remove from Portal: to prevent the estimate amount from being shown in the Patient Payment Portal.

    2. Select Display in Portal: so the estimate amount can be shown in the Patient Payment Portal. 

      The Estimate will be displayed in the Patient Payment Portal by default.