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:
