A quote can be generated for the patient prior to approving an order. In addition, the order status can be set to Quoted until the patient decides to move forward with the order. The following instructions are to update the order status to quoted and print the quote.
- Open an optical order > Billing.
- If a quote has been requested, within the Billing Preview section, ensure the fields for Discounts and Estimated Insurance Benefit are completed.
- Click 'Save.'
- Click 'Print Quote.'
- A print modal displays, click 'Print.'
- Click the order status button 'Quoted.' Note: Quoted orders have the same functionality available as a New order. See Example
Quoted orders can be viewed within the Orders dashboard > Advanced Search > Status > click 'Search.'