Clinic Manager includes the ability to quickly and easily create and print quotes that can be sent to prospective patients.
The quote system can be accessed via the following menu:
Click the Insert button in order to create a new quote:
The following screen will appear:
Fill in the relevant information, including the quote number (which is sequential but can be changed), the date, the doctor that will be attending to the patient, the medical aid (very important as this will determine what prices are used for the quote), the procedure that the patient needs, and any additional comments that need to be noted.
Only the medical aid is required on the above screen, the other information is not mandatory in order to create a quote.
When finished, press OK.
Your quote will now be added to the quote menu:
To do this, click on the Transactions button:
This is done by clicking on a drop-down menu next to one of the options on the left (i.e., ward rate, tariffs, etc.) and selecting the desired option: