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SANDI - Estimates

Printing Notice: Estiamte printing is currently disabled within SANDI. This was a business decision at the hospital admin level because legal disclaimers within the Estimate and Treatment Authorization Form MUST accompany any printed material. This will be a future addition but it is unavailable now and an ETA has not been set.

Estimate Overview

Estimates can be produced in two ways in SANDI. 

1. Custom Estimate which allows entry of a Low/High dollar amount.
2. By adding anticipated charges to individual charge codes or packages.   We will explore both methods. 

The new Estimate module is located on the Patient Dashboard.

estdash

Estimate Box "Indicator" Colors

Blue - No estimates exist

Green - The open estimate is within 0-49.9% of the Low/High.

Yellow - The open estimate is within 50-79.9% of the Low/High and should be reviewed.

Red - The open estimate is over 80% of the Low/High and needs attention.

EstInfoBoxestgreen estyellow est red

Estimate information, including Green/Yellow/Red Estimate Indicators, are displayed within Charges.

estchggreenestchgyellowestchgred

Note: The Visit # in the Estimate must match the open Visit # in the Dashboard for all functionality to work.  If they do not match, color coding will now function and Low/High in Charges may not populate. 

Important Estimate Price Information

  • The Visit Type dictates if tax will be applied.  Furthermore, individual procedures can be exempt from tax.  Keep this in mind when reviewing prices. 
  • Any procedure with linked Expand (roll-in) procedures will include the roll-in procedure(s) price(s).


Keywords:
estimate, price, pricing, code 
Doc ID:
122728
Owned by:
Tina O. in UofI College of Veterinary Medicine Teaching Hospital
Created:
2022-11-29
Updated:
2024-05-01
Sites:
University of Illinois College of Veterinary Medicine Teaching Hospital