Nopali Help

Managing Patient Quotes

Creating A Quote

You can create and manage procedure quotes for patients using Nopali. Press the Patient Quote toolbar item to see this view:

Patient Quote Toolbar Item

The Patient Quote view is populated with three main view: a summary listing table, details listing (main) view and an attachments view:

Patient Quote View

You can create a new quote by pressing the '+' button:

Print, 'Add' and Attachment Button

Quote Entry Panel

You can select which goods and services to add to a quote by pressing the 'Price Lis' or 'Package List' button:

Price List and Package List Buttons

After saving the entry, you can then see it in the main view. The quote is presented with several buttons that can be used to modify expiry dates and book appointments for the quote:

Price List and Package List Buttons

Once a the services have been rendered for the quote, you can transfer the charges to the billing area using the 'Copy To Billing' button:

'Copy To Billing' Button

Printing A Quote

Once a quote is created, you can print it using the print button.

Booking A Quote

A quote may be booked in the scheduler by pressing the 'Bool Appointment' button found near left side of the quote. Nopali will add up the duration values in the quote and perform a search in the scheduler for you. Once booked, the quote table will show the associated booking for the procedure:

Managing Deposits for Quotes

You can enter deposits for a quote by selecting 'Enter Payment' option in the '+' button.

Ideally, the patient should have a 'Current Receivables Balance' equal to the quote amount before any services are rendered.

Applying Charges Through A Quote

Charges should only be entered into the Patient Billing view of Nopali only AFTER a service has been rendered. As a convenience method, you can transfer quote data to Patient Billing by selecting a quote and selecting the 'Copy Selected Quote To Billing' option in the '+' button.

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