Build the quote around what your practice sells
Choose the lens type, material, coating, and extras from your configured catalog. Quote Ally supports glasses and contact lens pricing, practice promotions, and second-pair offers.
Consistent prices help the team present the same starting point. Review discounts and benefit rules before applying them together; the availability of a promotion does not mean it can be combined with every plan.
Print a clear digital fee slip
Patient and staff versions give your team a clean alternative to handwritten totals. Add your practice logo, contact details, and footer note. The estimate disclaimer remains on the printout so the patient knows to reconfirm prices and rebates.
Keep cash-pay quotes and benefit estimates clear
Use your practice’s prices for a cash-pay quote. For a benefit-based estimate, first review the supplied report, then check the selected products and patient responsibility. Changing a frame or treatment can change the estimate.
Use it alongside your existing systems
OptiAlly supports the optical conversation. It does not replace scheduling, the patient record, eligibility checks, claims, or your point-of-sale system, and there is no direct EMR integration today.