Nopali Help

Managing Office Quotes

With Nopali, you can view a summary of all of the quotes generated in your office. Press the Office Quote toolbar item to see this view:

Office Quote Toolbar Item

Office Quote View

The Office Quote view will present to you a snapshot of all the patient quotes based on a specified date range. You can set the date range using the buttons at the top of the view:

Date Range Selector

Date ranges can be quickly set using the action button on the top right corner of the view:

Action Button

The top of the view presents a summary of amounts divided into booked, unbooked and expired groups for the selected date range. Balance amounts for booked quotes are also presented and indicate the money that has not been collected yet for booked quotes that have not yet been serviced:

Summary Data

You can make a printout of the data by pressing the printer icon at the top right. Attachments can also be added to selected rows by pressing the attachment button (or dragging-and-dropping files in the attachments view on the right margin of the view):

Print and Attachment Buttons

Double-clicking on a row in the table will take you to the patient chart, where further details for the quote entry can be seen.

Nopali Topics
Initial Setup
Create A New Patient Chart
Searching For Patient Data
Modifying Patient Contact Information
Export Patient Contact Information
Merge Patient Charts
Sending A Mass-Emailing
Past Medical History Information
Generating Patient Quote
Office Quote Interface
Entering A Patient History Progress Note
Entering Patient Billing Information
Office Ledger Interface
Patient Images And Other Files
Office Images And Other Files
U.S. Insurance Billing
Office Scheduler
Using the Office Files Panel
Using Office Templates
Office Statistics
Office Files