Emailing quotes

Quotes can be emailed to patients in two ways:

  • by using the Send button when viewing a list of quotes
  • by sending a report containing quotes to a patient. A report containing quotes will send an individual email for each quote to the patient

To send an individual quote to a patient:

  1. find the patient’s quotes
  2. click dot menu button next to the quote
  3. click Send to patient
  4. confirm that you would like to send the quote to the patient

Quotes are mailed to patients as PDF files. This makes it convenient for patients to sign and return quotes to your practice.

On pages that show a list of a patient’s quotes, quotes that have been emailed will include the email address where the quote was sent to.