IDEXX Neo Enhancement Requests

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Estimate: Alert if there is a current estimate on file while in patient's consult

Similar to how the alerts display on the consult for a patient/client, if there is an estimate created, it would be helpful to know when in the patient's consult and then be able to just transfer the estimate to the consult.

  • Guest
  • Aug 22 2023
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  • Guest commented
    September 22, 2023 00:43

    YES. if they already have an estimate and have an appt the estimate should be able to convert to the consultation on the schedule if you choose so at the end of the day the schedule doesnt show arrived or in progress. very frustrating when you are going through your schedule at the end of the night to make sure everyone paid. I want to see all appts finalized!