AI Quoting for Healthcare. Self-pay quotes for medical practices, approved before they go.
AI Quoting sends self-pay quotes for medical practices: every fee is read from your own list, every quote waits for a staff member's yes, and the patient accepts and pays by card on their own quote page. It quotes your self-pay fees only and never estimates what insurance would pay.
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7 days free · per company, never per seat · nothing to install
Quotes sent
Each quote shows its lines, total, status, payment and the next follow-up, so the billing desk sees at once which patients have paid.
Easy setupSet up everything just by talking to Lisa AISee how ›You“Make self-pay quotes valid for thirty days and ask a deposit on treatment plans.”
Lisa“Self-pay quotes will stay valid thirty days, with a deposit asked on treatment plans under your deposit rule. Apply?”
You talk. Lisa sets it up. Applied only on your yes.
How Healthcare use it
An uninsured patient asks in the chat what a knee scan costs; a quote from your self-pay list waits for the billing desk's yes.
A treatment plan needs the surgeon's fee on one line; that line waits under Price the lines until she prices it.
A patient pays the deposit for a course of physiotherapy by card; the quote shows deposit received until the balance is paid.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Quotes from your own inventory, from the products of your Shopify stores, or typed by hand; prices read from the record, not calculated by the AI
- Requests to buy from the phone, the chat, e-mail, web forms, the demo or a purchase order, filed for your yes
- Your yes in one click, or automatic under a cap you set; price revisions always wait; every version kept
- Your own document on your letterhead, your terms, shipping and tax lines, a page the customer accepts on; or the store’s payable draft order
- Opened, accepted, paid, shipped and delivered on one record; the invoice numbered the moment it is paid; payments recorded by hand
- Follow-up from the send until the customer pays or declines; a reply pauses it and goes to your sales desk
Add it to any contact channel — AI Phone, AI Webchat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI Quoting does, for every business ›
Works withAI PhoneAI WebchatAI E-mailAI Web FormsAI InventoryAI CRMAI Auto-CallLisa, your AI assistant
Self-pay
How self-pay quotes for medical practices are made and paid
Fees from your own list
Every fee is read from your list by code, never made up by the AI, and a line only a provider can price waits for that provider.
Your yes first
Preview and authorize shows each line and the total before anything reaches the patient, and a revised quote waits for a yes again.
The patient's own page
The lines, the total, Accept by name and the ways to pay you offer, translated when the patient reads another language.
Paid, then invoiced
A card payment goes through your own card account; the moment payments reach the total, the invoice is numbered from your own series.
Billing
Cash price quotes for clinics, with coverage left to billing
No coverage estimates
The quote shows what the practice charges a self-pay patient. What a plan would pay, or a patient's share, is a question for your billing desk.
Ways to pay in your words
Card online, a call to pay by card, a check or the financing you offer, each described in your own words, with a deposit if you set one.
Followed until answered
The quote is followed up by e-mail on the days you set and stops when the patient pays or declines; a question goes to billing.
Questions & answers
AI Quoting for Healthcare: questions & answers
Do self-pay price quotes include what insurance would pay?
No. AI Quoting reads your self-pay fees and never estimates coverage or a patient's share. A coverage question on the quote page goes to your billing desk, and the patient is answered in their own language.
Can the AI change our self-pay fees?
No. Every fee is read from your list by code. A line that needs a person's price waits for that person, and any change to the money waits for a staff member's yes before it goes out.
How are treatment quotes paid online or by other means?
The ways you offer: card on the quote page through your own card account, a call to pay by card, a check or your financing, each described in your own words, with a deposit rule if you want one.
Do patients receive an invoice when they pay?
Yes. When the payments reach the total, the invoice is numbered from your own series and e-mailed to the patient, and the paid order goes to your billing desk.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Healthcare ›
Easy setup
Answers & books
Sells
Helps your team
Included
Award-winning AI
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
Awards & trade shows ›
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