Link Good Faith Estimates to Patient Record

What’s New 

• Added a new “Cost Estimation” tab under Patient → Billing.

• Reused the existing Cost Estimator layout within this new tab for consistency.

• All GFEs created from any module — Scheduler or Home Page — are now automatically linked to the patient’s record.

• The new tab displays a list/grid view of all linked estimates with columns for:

  • Estimate Date

  • Estimate ID

  • Status

  • Created By

  • Linked Appointment (if applicable)

• Each record logs access and modification details to support traceability and audit compliance.

How It Works

• Open the desired patient record.

• Go to the Billing section and select the new Cost Estimation tab.

• The system automatically displays all Good Faith Estimates linked to that patient, regardless of whether they were created from the Scheduler or Home Page.

• Review the list of estimates, which includes key details such as:

  • Estimate Date

  • Estimate ID

  • Status

  • Created By

  • Linked Appointment

• Use on-screen sorting or filtering options to locate specific GFEs.

• The tab layout mirrors the existing Cost Estimator interface for a consistent user experience.

Benefits

• Provides a centralized view of all Good Faith Estimates per patient.

• Improves traceability and ensures regulatory compliance with audit requirements.

• Eliminates manual searching or cross-referencing between Scheduler and Home Page.