Editing quotes

Quotes that do not belong to a submitted report cannot be edited - please see Editing report quotes below for more information.

To edit a patient’s quote:

1. find the patient’s quotes
2. click on the dot menu button on the right of the relevant quote’s title
3. click on Edit
   • Note: quotes associated with submitted reports may not be edited, so the menu will not have an Edit link for those quotes
4. make changes to the quote
5. save the changes

Note: changing the treatment code of a quote associated with a report may result in the quotes for that report being out of sync with its treatment category. You may have to synchronise the report’s quotes before being able to submit the report.

Editing report quotes

Quotes that belong to submitted reports cannot be edited. This helps ensure that a quote is always synchronised with a report’s treatment codes, and the date the report was submitted.

There are two ways to amend report quotes for patients:

1. recall the report, edit the quote, and then resubmit the report, or
2. create an ad-hoc quote

Adjusting fees

A quote’s fees are obtained from the selected treatment and ICD 10 codes, but may be overriden on a per-quote basis.

The following items of a quote can override the treatment and ICD 10 code values:

• Total fee
• Initial fee
• Number of months

A quote’s resulting monthly fee is calculated using the values from these fields.

To use the fee values from the organisation settings, save the form with the relevant fields left blank.

For information on configuring quotes from the organisation settings, see our configuring quotes documentation.