Share a Quote with the Patient
8 steps
1
Quotes are shared manually with the patient, for example through email or by providing the printed PDF at the consultation.
2
Navigate to a patient's **Patient360 and click "Financials"**
3
You can share a quote in two ways. The first way is **to click the** **three-dot menu** (⋯) next to the quote you want to share...
4
...and then **click ‘Download PDF’**
5
Alternatively, **click directly on the Quote ID** to open the full quote view
6
Click **"More Actions"**
7
Select **Download PDF**.
8
The **PDF will be downloaded** to your computer and you can **share it with the patient** through email.
Share a Quote with the Patient
8 steps
1
Quotes are shared manually with the patient, for example through email or by providing the printed PDF at the consultation.
2
Navigate to a patient's **Patient360 and click "Financials"**
3
You can share a quote in two ways. The first way is **to click the** **three-dot menu** (⋯) next to the quote you want to share...
4
...and then **click ‘Download PDF’**
5
Alternatively, **click directly on the Quote ID** to open the full quote view
6
Click **"More Actions"**
7
Select **Download PDF**.
8
The **PDF will be downloaded** to your computer and you can **share it with the patient** through email.
