Approve Patient Quote
10 steps
1
Navigate to the patient's Patient360 and click "Financials"
2
You can approve a quote in two ways. The first option is to click the **three-dot menu (⋯)** next to the quote you want to approve.
3
...and select "Approve Quote"
4
Alternatively, click directly on the **Quote ID** to open and review the quote before approving.
5
Once you are ready to approve, click "More actions"
6
Click "Approve Quote"
7
You need to link the Quote to an appointment. If you haven't already created an appointment, click the **black calendar icon** to open the **Schedule** and create a new appointment. When you’re done, return to the quote to continue.
8
If the patient has more than one appointment, use the **arrows** to scroll and find the correct appointment
9
Once the correct appointment is selected, click **Approve** to finalize the quote.
10
The quote will automatically be converted into an **invoice** and the patient will receive a notification.
Approve Patient Quote
10 steps
1
Navigate to the patient's Patient360 and click "Financials"
2
You can approve a quote in two ways. The first option is to click the **three-dot menu (⋯)** next to the quote you want to approve.
3
...and select "Approve Quote"
4
Alternatively, click directly on the **Quote ID** to open and review the quote before approving.
5
Once you are ready to approve, click "More actions"
6
Click "Approve Quote"
7
You need to link the Quote to an appointment. If you haven't already created an appointment, click the **black calendar icon** to open the **Schedule** and create a new appointment. When you’re done, return to the quote to continue.
8
If the patient has more than one appointment, use the **arrows** to scroll and find the correct appointment
9
Once the correct appointment is selected, click **Approve** to finalize the quote.
10
The quote will automatically be converted into an **invoice** and the patient will receive a notification.
