Estimates are a powerful tool for communicating potential charges with clients and setting clear expectations. This dashboard gives you visibility into how estimates are being used across your practice, showing both which providers are completing estimates and the range of amounts those estimates represent. By centralizing this information, you can track adoption, consistency, and opportunities for improving client communication.
With this dashboard, you can:
See a breakdown of completed estimates by provider within a selected timeframe.
Review detailed information for each estimate, including:
Who created the estimate and when it was completed
The patient and account associated with the estimate
Patient details
The current estimate status
The high and low monetary ranges of the estimate
Questions the Dashboard Can Answer:
Which providers are creating estimates, and how often?
What are the typical high–low ranges of completed estimates?
For each estimate, who completed it, when was it done, and for which patient and account?
What is the current status of each estimate?
Staff with the permission of analytics_dashboard_estimates_overview assigned to a role will have access to this dashboard in Analytics.
💡To learn more about how to access and run reports for dashboards, see our Analytics Dashboards guide.
