QuotePRO Release Notes

 

Name of Product: QuotePRO

 

Release #: 1.4.0

 

Release Date: December 14, 2023

 

Release Overview: This release includes new functionality in QuotePRO, including new Tasks and Activities Tracking, and enhancements to Quote Saving, Patient Info, and Payment features.

 

What’s New

1. Added ability to work with Tasks and Activities for Quotes

• How it Works: Go to Shop Manager => Quoting => Quote Progression => View More => Tasks and Activities.
• On the Tasks tab, review a list of configured tasks and create new ones.
• On the Activities tab, review a list of configured activities and create new ones.

 

2. Added ability to display and purchase saved quotes from the Patient Activity page.

• How it Works: Go to Shop Manager => Quoting => Patient Activity => Saved Quotes.
• On the Quote Summary page, use the Save Quote button to save the quote
• On the Patient Activity page, view the Saved Quotes tab, select a saved quote, and click the Pay Now button to purchase.

 

3. New features for patient creation

• How it Works: Go to Shop Manager => Quoting => Create Patient modal window.
• Added ability to enter Nextech Patient ID
• Added ability to enter Patient Source

 

4. New feature for payments with multiple cards

• When patient has elected to use multiple cards for their payment, we've added the ability to review the card numbers (last four digits) on the Order Details page

 

5. New features for managing purchases where a Deposit was made

• New Deposits page allows the Admin to manage orders where the Pay Deposit option was selected
• On the Deposits page, you can review and edit Deposits.
• On the Edit Deposit page, you can change the status or payment method for the selected deposit.

 

Bug Fixes

1. Fixed display error when customer doesn't have a Phone number for Login during Creating Quote for Marketing Segment.