PatientNow · Revenue
PatientNow Quote Request Calls
Katie turns PatientNow practice quote requests into structured consult leads, noting procedure and timeline, without quoting anything she should not.
Why most quotes cannot be given over the phone
How much for a mommy makeover? It is a familiar call at any plastic surgery office, and one of the hardest to answer on the phone. The real number depends on anatomy, the combination of procedures, anesthesia, the facility and the surgeon's fee. A practice that gives a number too early either scares the caller away or anchors her to a price that will change.
Med spas see the same pattern with full-face rejuvenation, multi-area laser packages and combination body treatments. The caller wants a number; the honest answer is a consult.
Many quote callers are comparing practices side by side. A well-organized next step can say more about how your practice works than a number would, and it keeps the caller talking to you rather than moving down her list.
What a useful quote request contains
Your coordinator can only prepare for a quote conversation if the request is complete. Katie does not ask for medical history or measurements, and she does not ask the caller to describe her body in detail. Those conversations belong in the consult room with the surgeon.
What she does collect is set by you, typically:
- The procedure or treatment, and the areas involved
- Whether the caller has had a consult with you before
- A desired timeline, such as before a wedding or a season
- Whether financing is a factor
- Interest in a virtual consult, if your practice offers one
- Contact details and the best time to call
Sorting requests by procedure and timeline
Not every quote request carries the same weight. A caller hoping for surgery before summer may need a consult this month. Someone exploring options for next year can wait a day. You set the rules for urgency and ownership, and each summary records the procedure, the timeline, and how urgent the request is.
Practices with several surgeons can route by procedure, so a breast request reaches one coordinator and a facial request another. Med spas can split injectables from lasers in the same way.
From request to consult
Katie's job is to move the caller from how much to a scheduled conversation with someone who can answer. She shares any starting price or range you approve, explains that the consult sets the final quote, and offers to take the consult request. She never gives a figure you have not approved.
MedReception AI is live with practices on PatientNow, and quote requests reach your coordinators as organized leads rather than a list of missed calls with no names.
A coordinator who reads them over a few weeks also gets a feel for which procedures callers ask about most, which can inform where your practice puts its marketing effort.
Frequently asked questions
- Can Katie email a quote?
- No. Katie does not prepare quotes. Your coordinator sends quotes after the consult, the way you do today.
- What if a caller only wants a ballpark?
- If you have approved a range, Katie shares it with your explanation. If not, she explains how pricing works at your practice and offers a consult.
- Can some quote requests be marked as high priority?
- Yes. You decide which procedures and timelines count as high priority, and those summaries are marked so your team sees them first.
- Can Katie tell a caller how long recovery takes?
- No. Recovery depends on the patient and the procedure, so it is discussed with the surgeon at consult. Katie notes the question so the coordinator makes sure it gets covered.
Ready to implement this for your PatientNow practice?
Book a demo and we'll walk through your consult intake, treatment inquiry handling, scheduling, financing questions, and post-treatment call rules for PatientNow.