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 item in the toolbar to see this view:


Office Quote Toolbar Item

The Office Quote view will present to you a snapshot of all the quotes based on the search criteria in the search drawer. You can fine-tune your search using the search drawer:


Office Quote Search Drawer

For the most part, the default search settings are probably most useful unless you want to see the quotes for a particular doctor.

The main window will present the results of the search criteria in the drawer:


Office Quote Main Window

Along the top margin of the main window, a breakdown of the quotes is presented in terms of booked, unbooked and expired quotes:


Office Quote Summary

The breakdown occurs in terms of percentage and dollar value. Just below this is the analysis of income to be collected in the future based on booked quotes.

Finally, the table in the main window shows all of the quotes relevant to the current search:


Office Quote Summary

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


Nopali Topics
Initial Setup
Create A New Patient Chart
Searching For Patient Data
Modifying Patient Contact Information
Export Patient Contact Information
Sending A Mass-Emailing
Past Medical History Information
Generating Patient Quote
Office Quote Interface
Entering A Patient History Progress Note
Office Diary Interface
Using the Paper Chart View
Entering Patient Billing Information
Office Ledger Interface
Patient Images And Other Files
Office Images And Other Files
U.S. Insurance Billing
Office Scheduler
Patient Global History Interface
Using the Office Files Panel
Office Statistics
Office Inventory
Office Files
Creating and Using Text Macros (Shortcuts)