Opens in a new tab

Help

How To Create Quotes

Quotes allow you to provide patients with an estimate for planned services or procedures as well as the ability to pay the deposit and the full amount before a procedure is performed.

Creating a New Quote

  1. Open the patients profile and navitage to the Treatment Plan tab. Click the “New Quote” button to begin creating your quote.  **Note: quotes are created from items in the treatment plan so make sure you have the service(s) for your quote already in the patients treatment plan.
  2. Click on the services and/or products you want to add to the quote. They will be added right below the list. You will see that the balance for the quote will be updated on the right side of the quote page. You may apply discounts to each item of the quote if desired.
  3. Review and edit the deposit settings and expiration for the quote on the left side of the page.
  4. Review and update quote-specific terms and conditions if desired, otherwise default settings will apply here.
  5. Once you are satisfied with your quote, you have a few options to proceed.
    1. Save quote – this will activate the quote in the system and allow you to print the quote off for your patient in the office and send it at any time in the future
    2. Send Quote – this will open a modal for you to send the patient a link to view the quote on the secure patient portal. You have the option to send it via email and/or sms.

Quote Management

If you have sufficient permissions, you can view all the quotes that have been created for your clinic.

Filter: You can filter and view only specific quote types using the coloured buttons top right of the screen.

Sort: You can sort quotes by any of the headers in the quote management area. By default the the most recenty created quote will display at the top of the list here.

Edit: Editing a quote can be accomplished by clicking on the Quoe# or the edit button on the far right of that row.

Resent: You may resend the quote by going directly to the quote or using the send button which resides beside the edit button on the far right of that row.

how to create a quote in emilyemr and management