Shopping Carts
Shopping carts let you gather services and products for a patient before processing payment. Think of it like an online shopping cart - you add items, review the total, and then check out when ready.When to Use Carts
Building an order
Add multiple services or products before the patient is ready to pay
Creating quotes
Send pricing to patients for review before they commit
Saving for later
Start an order now and finish it during the patient’s next visit
Treatment plans
Bundle recommended services for easy checkout
Viewing Your Carts
1
Open the Carts page
Click Billing in the main menu, then select Carts
2
Browse the list
You’ll see all carts with the patient name, items, total amount, and status
3
Find a specific cart
Use the search bar to find carts by patient name, phone number, or item name
Creating a New Cart
1
Click Create Cart
Look for the Create Cart button in the top right corner
2
Select a patient
Search for an existing patient or create a new one
3
Add items
Browse your services and products, clicking to add them to the cart
4
Apply discounts (optional)
Add any applicable discounts or promotional pricing
5
Save the cart
The cart is saved automatically and ready for checkout whenever you need it
What Can You Do With a Cart?
Convert to a Charge (Checkout)
When the patient is ready to pay, convert the cart to a charge:1
Open the cart
Click on the cart you want to check out
2
Click Convert to Charge
Find this option in the actions menu (three dots)
3
Process payment
You’ll be taken to the checkout screen to collect payment
Send as a Quote
Want the patient to review pricing before committing? Send them a quote:1
Open a cart
Click on the cart you want to send as a quote
2
Click Create & Send Quote
Find this in the actions menu
3
Set quote details
Add an expiration date and any notes for the patient
4
Choose delivery method
Send via text message or email
Patients receive a link where they can review the quote and accept or decline it. You’ll be notified of their response.
Make a Copy
Need to create a similar order for another visit?1
Open the cart
Click on the cart you want to copy
2
Click Duplicate
A new cart is created with the same items
3
Make changes
Adjust items, quantities, or assign to a different patient
Understanding Cart Status
| Status | What it means |
|---|---|
| Draft | Work in progress - you can still edit this cart |
| Accepted | Patient accepted the quote you sent |
| Rejected | Patient declined the quote |
| Converted | Cart was checked out and payment was processed |
| Abandoned | Cart was inactive for too long |
| Expired | The cart or quote passed its expiration date |
Common Questions
How long do carts last?
How long do carts last?
Carts remain available until they’re converted to a charge, expire, or are deleted. You can set expiration dates when creating quotes.
Can I edit a cart after sending a quote?
Can I edit a cart after sending a quote?
No, once a quote is sent, the cart is locked. If you need to change pricing, create a new cart and send a new quote.
What happens to unused carts?
What happens to unused carts?
Carts that remain inactive for an extended period are automatically marked as abandoned. You can still access them but may want to review if the items and pricing are still current.
Can multiple staff members work on the same cart?
Can multiple staff members work on the same cart?
Yes, any staff member with billing access can view and edit draft carts.
Troubleshooting
| Problem | Solution |
|---|---|
| Can’t find a cart | Try searching by the patient’s phone number or check the date filters |
| Can’t edit a cart | The cart may have been converted or expired - check the status |
| Items not adding | Make sure the product or service is still active in your inventory |
| Patient didn’t receive quote | Verify their phone number or email, then try resending |