How to Send Quotes to Your EMR

Once your EMR is connected, you can send quotes directly to patient charts with a few clicks.

Sending a Quote

1. Open the quote you want to send
2. Click the Send to [EMR Name] button
3. Search for the patient by name
4. Select the correct patient from the results
5. Click Send

What Gets Sent

To Patient Documents:

• A PDF copy of the quote is uploaded to the patient’s chart
• The document is labeled with the quote number and date

Billing Charges (ModMed only):

• Optionally create billing line items for each procedure
• Charges appear in ModMed ready for processing

Tracking Sent Quotes

After sending:

• The quote shows “Sent to [EMR]” with timestamp
• You can see who sent it and when
• Sent quotes cannot be deleted by regular users (admin only)

Resending a Quote

If you need to send an updated quote:

1. Make your changes to the quote
2. Save the quote
3. Click Send to [EMR Name] again
4. A new document will be uploaded (previous version remains)

Tips

• Always verify you’re selecting the correct patient before sending
• For patients with common names, check their date of birth in the EMR
• Send quotes promptly after creation for accurate record-keeping