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Importing Estimates
Importing Estimates
With Shepherd, you can create estimates outside of SOAPs and import them into a record. Here's how.
Updated over a week ago

  1. Make sure the estimate was created outside of the patient's SOAP

  2. Open the SOAP you want to import the estimate to

    1. Note: The estimate can only be imported to a SOAP for the patient it was originally created for.

  3. Input and save a current patient weight (if you haven't already)

  4. Select the estimate you want to import (in the 'Estimate' section of the SOAP Summary) from the dropdown

  5. Save the estimate in the next screen

After the estimate has been imported to the SOAP, you'll be able to approve it, and add the products to the patient's treatment plan.

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