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Step-by-step guides for quotes, pricing, fee settings, EMR integrations, and more.
Getting Started
Welcome to MySurgeryQuote
New to MySurgeryQuote? Learn what the quoting platform does, how surgical and med spa modes differ, …
ReadLogging In and Navigation
Log in to MySurgeryQuote and find your way around the dashboard, quote builder, reports, and admin s…
ReadCreating Your First Quote
Build your first patient quote in MySurgeryQuote step by step: pick the surgeon, add procedures, let…
ReadManaging Your Quotes
View, search, edit, and track every quote from the dashboard. Filter by status, surgeon, or patient …
ReadQuote Builder
Searching & Filtering Quotes
Find any quote fast in MySurgeryQuote. Search by patient name, DOB, quote number, surgeon, status, o…
ReadApplying Discounts
Apply discounts to a quote in MySurgeryQuote with reason codes like courtesy revision, implant warra…
ReadEditing & Duplicating Quotes
Edit an existing quote or duplicate one as a starting point. Original pricing is preserved, and a ba…
ReadQuote Notes & Documentation
Add internal notes and documentation to a quote in MySurgeryQuote to keep your team aligned on patie…
ReadQuick Quotes (Templates)
Save common procedure combinations as Quick Quote templates. Load a Mommy Makeover or any bundle in …
ReadAdding Notes to Procedures
Attach notes to individual procedures on a quote, such as area, technique, or patient-specific detai…
ReadMulti-Area Procedures
Quote procedures priced per area, like liposuction or laser hair removal. Set the per-area price and…
ReadQuote Deletion Rules
Understand when a quote can be deleted versus archived in MySurgeryQuote, and how invoiced quotes ar…
ReadFacility Selection in Quotes
Select which facility to use when creating a quote in MySurgeryQuote. Each facility applies its own …
ReadAdmin Settings
Practice Settings Overview
A tour of MySurgeryQuote admin settings: procedures, surgeons, users, implants, fees, commissions, b…
ReadManaging Procedures
Add, edit, and organize procedures in MySurgeryQuote. Set per-procedure fees, surgical time, categor…
ReadManaging Surgeons
Add surgeons and configure each one's price list, assigned procedures, and commission rates so the r…
ReadManaging Users
Add and manage staff users in MySurgeryQuote. Assign Admin, User, or Org Admin roles to control who …
ReadManaging Implants
Organize implants by brand and type in MySurgeryQuote, set per-implant pricing, and make them availa…
ReadManaging Additional Fees
Set up additional fees, like garments or labs, in MySurgeryQuote so they can be added to quotes as l…
ReadUnderstanding Price History
See how MySurgeryQuote tracks every price change with user, date, and old and new values, so histori…
ReadUploading Procedures & Fees
Bulk-import your procedure list and fees into MySurgeryQuote from CSV or Excel. Our team helps with …
ReadFee Settings & Calculations
Learn how MySurgeryQuote calculates facility and anesthesia fees from base fee, hourly rate, include…
ReadGlobal Fee Adjustments
Apply a percentage increase across every procedure in one click, or adjust a single procedure, with …
ReadSurgeon-Procedure Assignments
Control which procedures each surgeon can quote in MySurgeryQuote, so junior partners only see and o…
ReadDanger Zone (Pricing Tools)
Use the high-impact pricing tools in MySurgeryQuote carefully: bulk price changes and resets that af…
ReadEMR Integration (ModMed)
Connect MySurgeryQuote to ModMed to send quote PDFs to patient charts and push billing charges. Setu…
ReadSetting Up Commissions
Configure commission tracking for PCCs and reps. Set group rates or individual rates, vary by provid…
ReadManaging Multiple Facilities
Create separate facility profiles in MySurgeryQuote, each with its own base fee, hourly rate, includ…
ReadPDF & Email
Multi-Practice
Multi-Practice Overview
How MySurgeryQuote supports multiple practice locations under one organization, with per-location br…
ReadSetting Up a New Practice
Add a new practice location to your MySurgeryQuote organization, configure its branding and settings…
ReadPractice Branding & Customization
Customize each location's branding in MySurgeryQuote, logo, colors, and contact details, so every qu…
ReadUnderstanding Data Isolation
Understand how MySurgeryQuote isolates data between locations in a multi-practice organization, and …
ReadPractice Administrator Guide
A guide for organization administrators: manage locations, users, roles, and settings across your en…
ReadTroubleshooting
Med Spa Features
Med Spa Overview
How MySurgeryQuote's med spa mode works: a streamlined flow for injectables, lasers, and skin treatm…
ReadUnit-Based Pricing for Injectables
Price injectables by the unit, syringe, or vial in MySurgeryQuote. Enter the quantity, like 50 units…
ReadMembership Tiers
Create VIP membership tiers in MySurgeryQuote with automatic percentage discounts that apply across …
ReadProvider Tiers (Pricing by Credential)
Set pricing by provider credential in MySurgeryQuote, so an MD and an RN can charge different rates …
ReadAdding Products to Quotes
Add retail skincare and products to a med spa quote in MySurgeryQuote alongside treatments for a com…
ReadCreating a Med Spa Quote
Build a med spa quote in MySurgeryQuote: pick the provider, add unit-priced treatments and packages,…
ReadCombined Practices (Surgery + Med Spa)
Combined Practice Overview
Run surgical and med spa quoting under one MySurgeryQuote account. How combined practices work and w…
ReadChoosing Quote Type (Surgical vs Med Spa)
Choose between a surgical and a med spa quote in MySurgeryQuote. How each mode handles fees, and how…
ReadManaging Surgeons & Providers
Manage both surgeons and med spa providers in a combined MySurgeryQuote practice, including pricing,…
ReadAdding Med Spa to Your Surgical Account
Add med spa quoting to an existing surgical MySurgeryQuote plan for $50/mo per location, with the sa…
ReadReports
Reports Overview
An overview of MySurgeryQuote reporting: billing summary, procedure log, implant log, PCC productivi…
ReadProcedure Log
See every billed procedure across surgeons and locations in MySurgeryQuote. Filter by date, surgeon,…
ReadImplant Log
Track every implant quoted in MySurgeryQuote by brand, type, and patient. Filter and export the impl…
ReadPCC Productivity
Measure patient care coordinator performance in MySurgeryQuote: quotes created, conversion rate, and…
ReadCommission Reports
Run commission reports in MySurgeryQuote by PCC or rep. See YTD, same period last year, and full yea…
ReadEMR Integrations
EMR Integrations Overview
How MySurgeryQuote connects to ModMed, DrChrono, and GoHighLevel to send quotes to charts and CRM re…
ReadHow to Connect ModMed (Modernizing Medicine)
Step-by-step setup to connect ModMed to MySurgeryQuote, from requesting API access to entering crede…
ReadHow to Connect DrChrono
Connect DrChrono to MySurgeryQuote with secure OAuth. Create the API app, enter credentials, authori…
ReadTroubleshooting EMR Connection Issues
Fix common EMR connection problems in MySurgeryQuote: blocked popups, failed authorization, expired …
ReadHow to Send Quotes to Your EMR
Send a finished quote PDF from MySurgeryQuote to a patient's chart in one click, with built-in patie…
ReadHow to Connect GoHighLevel
Connect GoHighLevel to MySurgeryQuote with OAuth to send quote PDFs to contacts and create invoices.…
ReadSending Quotes & Invoices to GoHighLevel
Send quote PDFs and create invoices in GoHighLevel from MySurgeryQuote, and trigger follow-up automa…
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