Creating and Using Quick Evaluations

Want to learn how to create and use Quick Evaluations in your Partner Portal? Watch this short video to learn how!

Recap – Creating and Using Quick Evaluations in your Partner Portal

1. Sign into your Partner Portal at app.dentops.com.
2. Open the “Quick Evaluation” page.
3. Click the blue “New” button at the top right of the table.
4. Enter any relevant information to generate a Quick Evaluation. Click Save.
5. You should see the Quick Evaluation table with a new row containing the information you just entered. You should see a blue “Estimate PDF” link appear in a moment.
6. Click the “Estimate PDF” link when it appears, and you will see your Quick Estimate PDF. You may download/print this PDF for your customer and/or records.

If you encounter any issues, please reach out to our support team at support@dentops.com.