Quotation Template for Medical Practices
Free quotation template built for medical and dental care
100% free. Runs entirely in your browser - your files and data never leave your device and nothing is uploaded to any server.
From
Your Business
#0001
| Description | Qty | Price | Amount |
|---|---|---|---|
| 1 | $0.00 | $0.00 |
Valid for 30 days. This is a treatment cost estimate, not a bill - final charges may differ depending on the assessment on the day.
Your work is kept on this device as you type - it will not appear on other devices. Sign in to keep quotes in an account.
Page
“Fit to content” ends the page where your quote ends, with no blank paper underneath, and lets you set the margins below. Switch to A4 or US Letter when you need a standard sheet for printing or filing.
Your business
Prepared for
Details
Table columns (drag to reorder, rename, or add your own - up to 8)
Items
Font
Each template ships with its own typography. Pick a font here to override it everywhere on the page.
Corner style
Rounds or squares the boxes on the page - badge, info cards, table header, totals, notes and payment box. Template keeps each design's own corners.
Page margins (in points; 48 is about 12.7 mm)
Treatment plans and cost estimates for patients
Patients paying privately want to know the cost of treatment before it starts, and many clinics are now expected to tell them. This quotation template for medical, dental and therapy practices is laid out as a treatment estimate: each procedure with its fee, the stages of the plan, what insurance might cover, and how long the estimate is valid - in plain language a patient can take home and think about. The sample starts with an assessment and a recommended procedure, the order in which most treatment plans are presented.
How to use this tool
- Open the treatment estimateThe Medical & Healthcare pack begins with an assessment and a procedure estimate.
- Lay out the planList each procedure with its fee, group them into stages, and note what insurance may cover and what the patient pays.
- Give the patient a copyDownload the PDF for the patient to take home, with how long the estimate is valid.
Good-faith estimates for self-pay patients
In the United States, the No Surprises Act requires providers to give uninsured and self-pay patients a good-faith estimate of expected charges for scheduled care, and patients can dispute bills that come in substantially higher. Other countries have their own consumer and professional standards. Even where no rule applies, a written estimate prevents most billing complaints.
Structure the treatment plan
- Each procedure or session with its fee - for example, two fillings, one crown, hygiene visit.
- Phases with approximate dates, if treatment is staged.
- Lab fees, materials or medicines as separate lines.
- Expected insurance contribution, clearly marked as an estimate.
- The patient's expected share and payment options.
- How long the estimate is valid and that it may change if the clinical picture changes.
Key features
- A plain-language cost estimate patients can take away and consider.
- Staged treatment plans with a fee for each step.
- Suits private clinics, dental practices and therapy services.
Common uses
- Dental practices presenting treatment plans.
- Physiotherapists quoting a course of sessions.
- Cosmetic clinics pricing procedures for consultation clients.
- Private GPs and therapists estimating costs for self-pay patients.
Tips for better results
- Itemise every procedure, not just a total.
- Mark insurance amounts as estimates.
- State that clinical changes may change the price.
Mistakes to avoid
- Quoting only the first phase of a multi-phase plan.
- Presenting an insurance estimate as guaranteed.
- Leaving lab or material fees out.
Frequently asked questions
In the US, a written estimate of expected charges that providers must give uninsured or self-pay patients before scheduled care, under the No Surprises Act.
Each procedure and fee, phases, lab or material costs, expected insurance contribution, the patient's share, payment options and validity.
Yes, if the treatment changes. Say so on the estimate and update it in writing when it happens.
Yes - patients often decide based on how they can pay, not only the total.