Edit a Quote

Editing a Quote

Editing a quote allows you to update prices, services, discounts, or payment terms when something changes after the quote has been created and the patient has reviewed it. You can edit a quote anytime before it’s approved. Don't forget to share the new quote with the patient.

Useful links:

Create a Quote: Create a Quote
Share a Quote with a patient: Sharing a Quote with Patient
Approve a Quote: Approving a Quote

Step-by-Step

1. Go to the patient's Patient360 and click "Financials"

2. Click on the Quote you want to edit

3. Click "More Actions"

4. Click on "Edit"

5. You can now edit the quote details, such as:

Add or remove services or items
Apply a discount
Modify payment terms (for example, due date or instalment amount

6. When you’ve finished editing, click on Save

7. Confirm that everything looks correct and then click "Save".

8. Remember to share the edited Quote with the patient.