The ability to generate a Quote is a useful tool when you're up against an approval process for a case or insurance reimbursement is a question. In this article we unpack how the Quote is different from the Sales Order in Beacon.
What to know about Sales Orders:
- A sales order is generated after a case/event has been submitted for billing
- The sales order reflects what was actually sold in an event
- The sales order document is provided to the facility to prompt the creation of a purchase order
- Click here for more information about sales orders
What to know about Quotes:
- Quotes are an optional document to generate before the case is performed
- A quote is a document that may be shared with the provider to estimate the cost of a case
- A quote can be used in the case to readily select inventory that is used (to save time)
- Quotes may be generated using surgeon preference cards for cases that commonly have the same sale profile
- Quotes are driven by stored pre-established contract pricing
- Here is an example of what a quote looks like in Beacon:
