Send Digital Quotes to Patients for Quick, Paperless Approvals
Create and send digital quotes to your patients, let them review consents, and collect payments — all from the Invoices page. Digital quotes streamline approvals and make payment collection fast and effortless.
Step 1: Open the Invoices page.
Step 2: Click New Invoice to start a quote.
Step 3: Select the patient, location, provider, and add any required items for the quote.
Step 4: Scroll down to the footer and open the drop-down menu.
Step 5: Choose Send Digital Quote from the drop-down.
Step 6: Pick deposit options, such as requiring a full payment as deposit.
Step 7: Add any required consents for the patient to sign.
Step 8: Select the delivery method — Email, SMS, or both.
Step 9: Click Send Quote.
Step 10: Review the saved quote and requirements. The patient receives the quote directly and you can make edits if needed.
Step 11: When the patient opens the link in the email or SMS, they see a summary page with invoice details, required consents, and payment steps.
Step 12: The patient completes consent forms and payment collection steps.
Step 13: Once the patient accepts the quote, they see an updated payment status.
Step 14: After requirements are met, the system automatically updates the invoice status, marking it as no longer a quote. The payment appears immediately in the Payments Dashboard on the Invoices page.
Digital quotes provide a seamless, modern experience for both you and your patients. Speed up approval times and keep your payments organized with automatic status updates right in your dashboard.