Create a Quote
Creating a quote allows you to provide patients with a detailed overview of their treatment plan and expected costs. Quotes help ensure price transparency and set clear expectations before scheduling a procedure. This process also makes it easy to adjust services, discounts, and payment terms before the patient commits.
Once created, the quote is valid for 45 days before it automatically expires.
⚠️ If the person isn’t registered as a patient, you’ll need to do that first. You also need to ensure that the location has added products or services to the catalogue.
Useful links
- Register a patient: Register a New Patient
- Share a Quote with the patient: Sharing a Quote with Patient
- Edit a Quote: Editing a Quote
Step-by-Step
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