Viewing signed quotes

To find signed quotes for a patient:

• navigate to the patient’s quotes
• quotes that have been signed will have a Signature link that will take you to a page showing the signed quote’s details
• quotes that have not been signed will have a Get signature button that can be clicked to sign the quote

On the appointments daysheet, a link to a patient’s signed quote will be shown if they have a signed quote.

Once viewing the page for the signed quote, you may do the following:

• download a PDF of the signed quote
• visit the original quote
• visit the original quote’s report, if it is associated with a report
• archive the signed quote
• send a confirmation reminder to the patient, if the quote was signed from a staff member’s account
• confirm a dispute by the patient, if the quote was signed from a staff member’s account

Depending on how the quote was signed, a signed quote may have one of the following statuses:

• Signed
  • when a patient signs a quote from the patient portal
• Awaiting confirmation
  • when a quote is signed from a staff member’s account
• Confirmed by patient
  • when a quote is signed from a staff member’s account, and
  • the patient has confirmed the signing from the patient portal
• Rejected by patient
  • when a quote is signed from a staff member’s account, and
  • a staff member has updated the signed quote to be ‘disputed’