Create a quote

Create a quote for a patient's services that can be saved, updated and used to create an invoice for the payer.

To create a new quote:

Open the patient's record.
Select Quote from the top menu.
The New Invoice screen will open.
In the Payer field, select the payer the quote is for.
Add the service's item code into the Item# field, then press Tab to populate the other fields.
Select Add to move the item to the Services section.
Repeat steps 4 and 5 to add any additional services.
Select Suppress to save the quote.
Use Send to Patient to email a copy of the quote.
Use Print to print a copy of the quote.

To access your quotes:

Open the patient's record.
Select Acc Enquiry from the top menu.
The Account Enquiry screen will open.
From the Display Invoices field, select Quotes
From the Payer field, select All.
Select the invoice.
Select Re-Quote.
Make the required updates:
- To modify a service, select it and select Change. This will place the service into the editable fields.
- To delete a service, select it and select Change, then select Delete.
Select Suppress to save the changes.
If you Print or Email a saved quote, it will say Duplicate Quotation on the quote. If you do not want this text, create another quote and print it before you close it.

Use a quote to raise an invoice:

Open the patient's record.
Select Acc Enquiry from the top menu.
The Account Enquiry screen will open.
From the Display Invoices field, select Quotes
From the Payer field, select All.
Select the invoice.
Select Bill.
This will use the quote to raise an invoice. The original quote will still stay in the system.
Process the invoice and payment for the payer. For example, as a private patient or 3rd party.

You can add a quote directly to a surgical procedure as explained in Step 12 of the Book a Surgical Procedure guide.

Use the Bill from a quote steps above, if you want to use the quote liked to the surgical procedure to invoice the payer.