Lab - Estimates

The screenshots on this page do not all reflect the new web version yet.

You need to control the costs added to your training case. So create an estimate to limit case costs to the costs in your estimate.

When adding a new estimate, you can base it on a template or create a new blank estimate.

Here we create an estimate from scratch and show you how to add a goal, objectives and costs.

Exercise 1

  1. Select your training case in the Case List and click the Estimate tab.
  2. Create a new estimate by clicking the New Estimate button at the top of the Estimate tab. Don't click the new estimate cost button in the middle of the tab.
  3. Select New Blank Estimate from the dropdown list.
  4. At Goal at the bottom area of the tab select Return to work on full duties from the dropdown list.
  5. The Goal is automatically saved.

Exercise 2

  1. Click the New Objective button .
  2. Under Objective at the bottom area of the tab select Graduated return to work trial from the dropdown list.

Exercise 3

  1. Click the New Cost button. .
  2. Click the Description dropdown list and select Worksite Assessment. You will see that this is an Activity cost.
  3. Enter the duration as 2 hours.
  4. Click the New cost button .
  5. Under Description, select Travel from the dropdown list. You will see that this is also an Activity cost.
  6. Enter the duration as 0.5 hours (or 30 minutes).

Exercise 4

  1. Click the New cost button .
  2. Click the Description dropdown list and select Gym Program. You will see that this is an Item cost.
  3. Enter the following details: Quantity: 1, Unit Charge: $220.

Exercise 5

  1. Click the New cost button .
  2. Click the Description dropdown list and select Functional Assessment. You will see that this is a Fixed Charge cost.
  3. Enter the following details: Duration: 4.00, Unit Charge: $500.

Exercise 6

  1. At your training case from the Case List click the Estimate tab.
  2. Select the Travel activity in the estimate grid.
  3. In the Activity tab, change the duration to 1 hour.

Exercise 7

You could create another estimate for the case using an existing rehabilitation template on file.

Click the New Estimate button at the top of the Estimate tab. This time select New Estimate from Template and select an estimate template.

Delete this estimate afterwards so that your case is ready for the Costs Lab exercise later on.

Well done! You have now added a very basic estimate to your training case. You will notice it in action in the Costs lab.

Next: Costs

Costs and Estimates

Estimates

Lab - Estimates

Costs

Adding costs

Lab - Adding costs

Quick quiz