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
1. Navigate to the patient's Patient360 and click "Financials"
2. Click the + button to create a new quote
3. The patient details are filled in automatically. Double-check and complete any missing information
4. Then, set the proposed service date.
5. In the Description write any information you want the patient to see on the quote, such as “Follow-up visit included” or “This quote is valid for 45 days”
6. Next, select the location
7. Then click "Add" to add services and items to your Quote
8. Find the correct service and treatment provider and click on the + sign
9. You can also use the Search box to find the service or treatment provider
10. You can also add items to the Quote
11. Click "Item"
12. Find the item in the list and click the + sign
13. Then, for each service or item, choose whether VAT applies or if it’s tax-exempt
14. You also have the option to apply discounts, either per item...
15. ...or the entire Quote
16. Set either a fixed number or a percentage
17. Then click "Apply"
18. Next, set the proposed payment terms.
19. Select the Due date relative to service date
20. You can also add multiple instalments
21. and set a separate Due date for each one
22. Once done, click "Create Quote"
23. Confirm that everything looks correct and then click "Create"
24. Your Quote is created and is ready to be shared with the patient.
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