For Support

What users will ask

"Why did my quotation's tax total change after this update?" If the patient has insurance and the insurance company's tax rate is different from the patient's own tax rate, the total is now more accurate than before — it may go up or down slightly compared to what an old quotation would have shown for the same procedures. This is expected, and is the fix, not a bug. See Patient vs. Insurance Tax Split.

"I can't edit the Tax or Tax% field on the quotation anymore — it's greyed out." This happens when the patient's tax rate and their insurance company's tax rate are different. The system needs the two rates kept separate to calculate correctly, so it disables the single combined tax field and expects edits to go through the individual procedure lines instead (the Discount control on the relevant procedure). If a user wants one flat rate again, they can manually type a value into the quotation-level Tax% field — this deliberately collapses both rates to match.

"The 'insurance used today' / 'insurance left to use' figure on a quotation looks wrong — it always shows the full limit." This is a real gap introduced by this change, not user error: the quotation drawer used to subtract insurance already used that day (dailyInsurancePaid) from the displayed limit; it now always shows 0 used, so the remaining-insurance figure on a quotation is always the patient's full policy limit, regardless of what's already been billed that day. It affects both web and mobile. Treat the quotation's insurance figure as informational only — check the patient's invoices for what's actually been used. Flag repeat reports of this to engineering; see Per-Procedure Line Items for the code detail.

"Where did the option to print the new quotation design go?" It's opt-in, per branch, at Settings → Print → Invoice Form → Quotation Design. If a clinic has multiple branches, check the setting was changed on the branch actually being printed from. Note the dropdown's only option currently displays as "New Customer" rather than something like "New Design" — that's a mislabeled translation string, not a different feature; tell the user to pick it anyway.

"I changed the print design setting but the printed quotation still looks the same." The settings form itself notes that changes may need a page refresh to apply at print time — have the user refresh before printing again.

How to verify a report

1. Confirm whether the patient has an active insurance company with its own taxPercent set, and whether it differs from the patient's own tax field — this is the condition that changes totals.
2. Check whether the quotation predates this change (its patientTaxPercent/insuranceTaxPercent default to 0 from the migration) — old quotations recalculate using their original flat rate until re-saved or recalculated by an operation change.
3. For print-layout questions, confirm which branch's print settings the user is looking at — the setting is per branch, not global.
4. For "insurance remaining looks wrong" reports, confirm it's specifically the quotation screen (known display gap) and not the invoice screen (which is unaffected by this PR and should still reflect real usage).

Escalate to engineering when

• Tax totals look wrong even though patient and insurance tax rates are equal (should never split in that case).
• A quotation's total doesn't match its converted invoice's subtotal for the same procedures with no changes in between.
• The insurance-remaining display issue above is causing a clinic to actually over-quote a patient's coverage (i.e. it's not just cosmetic but leading to a real billing mistake) — this may need to be prioritized as a bug fix rather than a documented limitation.