Quotes
The treatment plan with the cost of every line, written before you begin.
For each patient you write the plan's lines, with priority, sessions and cost. The essential sits at the top, the desirable below. The total tells you how many lines still have no cost.
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At a glance
- Who it is for
- For practices that propose courses of several sessions and want it in writing what was proposed and at what price.
- What it costs
- Included in every plan, from 129 € a month for one doctor, VAT excluded. The first month is free.
- Specific features
- The program adds up costs with no rounding errors and flags lines without a cost instead of counting them as zero. What counts as essential is your decision.
Quotes
What it does
Treatment plan
A course gathers the sessions of the same treatment, with the number of sessions and the interval in weeks. You mark each session as done and see how far along you are.
Lines with priority and cost
Each line has a description, a priority (Essential or Desirable), sessions and a cost in euros. You can also write an alternative.
A total that shows what’s missing
The total adds up the lines that have a cost and says how many are «still without a cost». The invoice can start from the quote too, with the lines that have a cost.
Quotes
Before and with Fibonacci
| Without Fibonacci | With Fibonacci |
|---|---|
| You explain the plan aloud and the patient remembers half. | The plan is written down: lines, priority, sessions and cost. |
| The quote is on a sheet, with totals worked out by hand. | The program adds up the total, and says which lines have no cost. |
| Nothing records what was recommended and what was optional. | Essential and Desirable sit in two groups, each with its own total. |
| You keep a course's sessions in your head. | The course has sessions and an interval, and you mark «Done» at each session. |
| To invoice you retype the quote lines. | «Start from a quote» brings the lines with a cost into the invoice. |
Quotes
How to use it, step by step
Step 1 of 5
Open the plans from the record
In the patient's record you find the courses of sessions (with «New plan») and the plan with costs. The plan with costs appears once you switch it on in the practice settings: «Show the plan with costs in the patient’s record».
Quotes
Good to know
It does not propose prices
The program does not work out discounts, does not suggest packages and does not decide what is essential: it records what you decided with the patient and adds it up.
No cost does not mean zero
A line without a cost is left out of the total, and the total says so: «The total excludes 1 item still without a price». A quote is filled in over several sittings.
Switched on per practice
The plan with costs appears if the practice turns on the option to show the plan with costs in the patient's record. Switched off, the record carries no amounts.
It is withdrawn, not deleted
«Remove» withdraws the plan: in the history it stays as entered by mistake, and who did it is in the access log.
Quotes
Questions
Can I give an alternative to a line?
Yes: there is an optional field for an alternative, in free text. It has no cost of its own and is not part of the total.
Does Fibonacci set the prices?
No. You write the costs yourself, in euros.
Does the quote become an invoice?
In a new invoice, «Start from a quote» brings in the lines with a cost. Those without a cost stay out, and a note says so.
Do I have to enter every cost at once?
No. Lines without a cost stay marked as cost to be defined, and the total says so.