Learn how to send digital quotes to patients so they can review pricing, sign consent forms, and submit payment online. Follow the steps below to create and send a digital quote from start to finish.
Step 1: Go to Invoices, then navigate to New Invoice.
Step 2: Enter the client’s name, the location of the practice, and the provider’s name.
Step 3: Add the products and services to include in the quote.
Step 4: Then scroll to the drop-down menu and select Send Digital Quote.
Step 5: In the Quote Settings box, choose whether to require full payment or a set deposit amount. You can also add consent forms and select whether to send the quote by email, SMS, or both. Once complete, click Send Digital Quote.
Step 6: This is the patient’s view of the digital quote. 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 7: Back in the Admin Portal, the quote status will update once the patient completes the required forms and submits payment, showing that the quote has been paid.