Purpose
Estimates help you better communicate potential charges with clients. This dashboard helps you understand which providers are using estimates for their patients and the amount ranges for those completed estimates.
Questions the Dashboard Can Answer
Breakdown of completed estimates by Provider during a selected timeframe
Completed estimate details, including who completed, when, for which patient and account, patient details, estimate status, and estimate high and low monetary amounts
Export Data
To export data, hover over the top-right corner of any visualization or table to display a 3-dot menu allowing you to download the results.
You can download visuals as PNG, CSV, XLSX, or JSON files. Tables can be downloaded in CSV, XLSX, or JSON formats.
In addition to the previously mentioned options, you can also export the entirety of the current tab’s contents into a PDF file. This functionality allows for convenient sharing and printing of the data in a widely compatible format.
