Make an estimate and get an in-person electronic signature

After you make an estimate for a client who is at your organization, the client can enter an electronic signature for the estimate directly in ezyVet. The signature identifies that the client accepted the estimate.

To make an estimate, do this procedure.

Note: As an alternative to this procedure, you can make an estimate and use email or SMS to send it to a client for accept. For more information, refer to the applicable documentation.

Select Clinical.
In the left sidebar, find and select the applicable clinical record.
ezyVet shows the settings of the clinical record.
Select New Estimate.
ezyVet shows the New Estimate screen.
In the Estimate Name box, enter an applicable name.
Use the Expiration date box to select an expiration date for the estimate.
Make other settings as necessary, then select Create.
Use the Product box to add a product line item to the estimate.

Tip: ezyVet automatically saves the estimate while you add products to it.
Use the Low qty box and High qty box to enter applicable quantity values for the product.
Note: Use the Low qty box to enter the minimum quantity of the product that you think is necessary for the client. And use the High qty box to enter the maximum quantity of the product that you think is necessary for the client.
When you enter quantity values in the boxes:
1. ezyVet automatically calculates the minimum possible price of the line item and shows the price in the Low total column
2. ezyVet automatically calculates the maximum possible price of the line item and shows the price in the High total column
To calculate a standard deposit that the client would pay, select Calc. Deposit.
Note: The deposit that ezyVet calculates is the standard client deposit for your organization. A practice manager configures the standard deposit.
Note: The Calc. deposit button includes the standard deposit value of your organization in its name. For example, if your organization's standard deposit value is 20 percent, the button shows Calc. Deposit (20%).
Note: If necessary, you can manually enter a deposit value in the box that is adjacent to Calc. Deposit.
The box that is adjacent to Calc. Deposit shows the deposit value for the estimate.
When the estimate is prepared, select Share with client.
ezyVet shows a preview of the estimate.
Select In-Person Signature.
ezyVet shows a Sign Document dialog box.
Tell the client to enter their signature in the dialog box.
Select Save & Sign.
ezyVet shows a confirmation message: