Estimates overview

In Case Manager an estimate is similar to a plan or quote that you and the client have negotiated. Estimates can manage everything from fixed quotes through to individual rehab plans with itemised objectives. They are useful with service-level agreements and when a quote has been approved and case costs must be kept within the agreement.

An estimate is an active plan, more like a guide or policeman, that helps you manage, monitor and limit case costs. The estimate's 'policing' of case costs is highly customisable and is set at the category level. It can vary all the way from easy going—just telling you how you are going— through to extremely controlling.