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Quote Notes & Documentation
Adding Notes to Quotes
Notes help document important details that don’t appear on the patient PDF.
Types of Notes
Internal Notes (Staff Only)
- Discount reasons
- Special circumstances
- Follow-up reminders
- Conversation details
Patient-Visible Notes
- Special instructions
- Preparation requirements
- Important disclaimers specific to this quote
Adding Notes During Quote Creation
In the Adjustments step of the quote wizard:
- Find the Notes section
- Enter your notes
- Select visibility (internal or patient-visible)
- Continue with the quote
Editing Notes Later
- Open the quote
- Click Edit Quote
- Navigate to the Adjustments step
- Update notes as needed
- Save the quote
Best Practices
- Document why discounts were applied
- Note any verbal agreements with patients
- Record consultation details
- Add follow-up reminders
Need Help?
Contact us at https://mysurgeryquote.com/contact/