Optify Price Quote Feature

How to use the Price Quote feature (patient flow & admin response)

Patient side: requesting a price quote

1. When a patient finds a frame on your site, they click Get a Price Quote.
2. They fill out their contact information and submit the request.
3. Optionally, they can also add:
   • Eyewear preferences (how they'll use the glasses)
   • Lens preference
   • Vision plan (if they have one)
   • A photo/upload of their prescription
   (None of this additional info is required — but it's helpful when provided.)
4. Once submitted, you and your team are notified via the admin email address on file.

Admin side: responding to a price quote

1. Go to the Price Quote section on your dashboard.
2. Locate the patient's request and click Respond on the right-hand side.
3. On the left, you'll see the patient's details: phone number, email, date of birth, prescription, vision plan, and lens preferences (if provided).
4. Build out the quote:
   • Add lenses directly from your inventory using the dropdown to select lens packages, or
   • Use a custom lens option by typing in a description and price, or
   • Choose frame only if that fits the situation
5. Under Benefits and Discounts, apply any insurance benefits or promotions — the price will adjust automatically.
6. Use the Message to Patient field to add any helpful context or notes.
7. Click Send to Patient once everything is filled out.

Best practice: If you don't yet have enough information to give an accurate out-of-pocket estimate, reach out to the patient by phone or email first (to gather details or schedule an appointment) rather than sending a quote. Only send a price quote once you're confident it reflects what the patient will actually pay.

How to disable the Price Quote feature

1. Go to Admin Settings.
2. Scroll to the Price Quote section.
3. Click the toggle buttons on the left-hand side (they'll appear grayed out once disabled).
4. Click Save.

The feature will no longer be available to your patients.