Searching & Filtering Quotes

Finding Quotes Quickly

The Quotes page provides powerful search and filter options to find any quote instantly.

Search by Patient

Type in the search box to find quotes by:

• Patient first name
• Patient last name
• Quote number

Results update as you type.

Filter by Status

Click the status filter to show only:

• All – Every quote
• Draft – Unsent quotes
• Sent – Emailed to patient
• Accepted – Patient accepted
• Expired – Past validity date

Filter by Date

Use the date range picker to find quotes:

• Created today
• This week
• This month
• Custom date range

Filter by Surgeon

If your practice has multiple surgeons, filter to see quotes for a specific surgeon only.

Combining Filters

All filters work together. For example:

• Show all “Sent” quotes from “Dr. Smith” in “December 2024”

Sorting Results

Click column headers to sort by:

• Date (newest/oldest)
• Patient name (A-Z, Z-A)
• Total amount (high/low)
• Status

Need Help?

Contact us at https://mysurgeryquote.com/contact/