What is the purpose of the article?
This article outlines the different codes that can be used to include Quote information in templates.
List of template codes for Quote and a related description
Below is a list of template codes for Quote and an associated description for each item.
|
Code |
Description |
|
{Company Name} |
Your company name |
|
{Company Total} |
How much a company (employer or insurer) pays for patient's appointment |
|
{ExpiryDate} |
When (dd/month/yyyy) the quote is going to expire |
|
{GrossTotal} |
Total value of the appointment |
|
{Items} |
Creates a table with billing items |
|
{NetTotal} |
Net value |
|
{PageNumber} {PageNumberOf} |
Document pages |
|
{PatientTotal} |
How much a patient pays for the appointment |
|
{PrimaryDoctor} |
Primary attendee's ID |
|
{ProposedAppointmentDate} |
Details of the appointment - date, time and site |
|
{QuoteCode} |
Quote number |
|
{QuotedByUser} |
The profile name of the user who created the quote |
|
{QuotedOnDate} |
The date when the quote was created (dd/month/yyyy) |
|
{Today} |
Today's date |
|
{VatTotal} |
VAT value |
Additional Information
Quotes are stored under Patient Templates. They are created when an appointment is being booked. You can multiple quote templates.
If you want the codes {ProposedAppointmentDate/Time/Site} to work, you need to go to Admin -> Configuration/Accountancy and tick the three boxes under 'Quotes' section: "Only valid...". You can also change the expiry date there.
Review date
This article was last updated on 24 June 2021 in the context of Meddbase version 1.245.0.31390.