QuotePRO Release Notes

Name of Product: QuotePRO

Release #:

Release Date: July 26, 2023

Release Overview: This release includes new functionality in QuotePRO, including new functionality for discounts, and improvements to the Patient Details page.

What’s New

1. Improved User Interface for Search Patient.

2. Added ability to add/remove/modify discounts for products when selecting products to add to the Quote.

3. Improvements to the Quote Summary page

   • Added a list of products with images and short descriptions
   • Added ability to select which products to Quote or Pay Now.
   • Added periodic prices for Subscriptions

4. Improvements to the Create a Quote page

   • Added notifications for customers during the Create a Quote process
   • Added a list of Appointments from Nextech for current day

5. Improvements to the Patient Details page

   • Added information about customer subscriptions
   • Added list of previously created quotes
   • Added Online Store Sales information
   • Added Alle points information
   • Added TouchMD actions history

6. Improvements to the Quote Progression page

   • Added information about quotes purchased in office
   • Add information about which staff member created a quote