Creating Quote Templates

To create or edit a Quote template select the template from the menu in the lower left corner of the Quote tab in the Procedures window.

If you don't already have a quote template, select 'Add Template' and you will be asked to enter a name for the template.

After doing this, a new template will automatically open.

Note: You can have as many different types of Quote templates as you like. You could also create a template here to act as an Operation report.

When a new Quote template is created, it includes the basic information about the Procedure. This information is "referenced" from the fields in the underlying Procedure record.

You can see the references by clicking on the View References button

This will display the template as shown below:

You can reference other fields in the Procedure record, or the Patient's record. For information on how to do this, please refer to the Fields & Expressions Tabs.

You will probably want to add your own patient information to this template. For example, disclaimers about Anaesthetist and hospital fees, etc. Once you have typed this information into the template, you need to save it by clicking on the Save icon.

Before you do this though, you need to let Genie know where to insert the actual quote information when you next open this template. To do this, highlight all the text from "Item No" down to the "Out of Pocket Cost", as shown below:

Then replace this section of the quote template with "XXX", so that it now looks like this:

Click the Save button.

Note: Don't save the template with references showing otherwise it will print like this.

At the top of this screen there are four checkboxes

The Use for Quotes checkbox should already be ticked. This tells Genie to display this template in the popup menu in the Procedures record.

You will probably want to also check the Save a Copy in Patient Correspondence checkbox. This will make a copy of this Quote and save it in the patient's record so that you have a record of what was actually quoted. This occurs when you print the record.

If you aren't printing the record you can still save a copy by clicking the Copy to Patient button.