Edit a Quote

This guide quickly shows how to open an existing patient quote, make changes to services, discounts, or payment terms, and save the updated version. Follow it to ensure edits are applied correctly and to remember to share the revised quote with the patient so billing and expectations stay accurate.

8 steps

Go to the patient's Patient360 and click "Financials"

Click on the Quote you want to edit

Click "More Actions"

Click "Edit"

You can now edit the quote details, such as: - Add or remove services or items - Apply a discount - Modify payment terms (for example, due date or instalment amount)

When you’ve finished editing, click "Save".

Confirm that everything looks correct and then click "Save".

Remember to share the updated Quote with the patient.