Create a quote

The functionality “Create quote” allows you to create a cost estimate before invoicing services to a patient.
This will allow the patient to have a global overview of services/items that you plan to invoice. It can, therefore, assess the costs associated with these before accepting services.

Create a quote 

Access to the Billing section located at the left menu or in the patient’s file 
  1. Click on the + at the top right

    Note: If you are in the “Billing” section from the patient’s file, make sure to select the right invoice grouping before clicking on the + located in the “Billing” section.
  2. Enter the information related to the quote filling out the fields needed.

    * For more details on each invoice template’s field, consult the following article: Create an invoice
  3. Click on the “Create Quote” button 
Note: 
  • It is possible to “Mark as paid” or to add a payment on a quote. This functionality is used only to create an estimate. 
  • The quote can be converted into an invoice if the clinic receives payment for the services/items listed in the quote.

Available actions from a quote 

When the quote is created, the dropdown menu “Actions” is displayed and offers you the following options: 
  • Submit Predetermination: Coming up in 2020 
  • Convert to Invoice: This option allows you to convert the quote into an invoice. A confirmation will be required to validate this action since this one is irreversible. 
  • Send: This option allows you to send the quote to the patient by email. A quote in PDF format will be attached to the message displayed when sending it.
  • View: This option allows you to have an overview of the quote.

    From the overview, it is also possible to print the quote:
    When you are in the quote’s overview, if you click on the paper sheet’s icon with an arrow pointing down, another tab will be open on your browser and you will have the option to print the quote from there by clicking on the printer’s icon, located at the top right.
  • Delete: This option allows you to delete a quote. A confirmation will be requested to validate this action since this one is irreversible.

To edit a quote 

From the “Clients” section on the left menu, look for the patient in question.
  1. Open the patient’s file 
  2. Click on the “Billing” tab 
  3. Click on the invoice grouping where the quote is displayed
  4. Click on the “Quote” button 
  5. Click on the quote in question 
  6. Edit the elements needed 
  7. Click on “Save Changes” 

To consult a quote 

From the “Clients” section on the left menu, look for the patient in question.
  1. Open the patient’s file 
  2. Click on the “Billing” tab 
  3. Click on the invoice grouping where the quote is displayed 
  4. Click on the “Quote” button 
  5. Click on the quote in question 
  6. Click on “View” to have the quote’s visual in PDF format