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Glossary

Treatment quote

Definition

A treatment quote is the written offer in which a clinic sets out the proposed treatment, its items and price, what is and is not included, the deposit and payment terms, and how long the offer stands.

What goes into a good quote?

Patients often lay a quote next to those from other clinics, so spell out what the price covers: the number and brand of implants, the type of crown, hotel nights, the airport transfer and follow-up visits. Say just as clearly what is not included, such as flights or extra tests.

Offering more than one option makes the decision easier, for example zirconia or porcelain crowns. The deposit, when the balance is due, the cancellation and refund terms and the expiry date are all part of the quote. If the quote changes, keep the earlier version: the patient should always be able to see what they accepted.

It also helps to know the quote reached the patient and was opened. A quote that has been viewed but not answered is a good prompt to pick up the phone.

Quote OK-0001-Q1: two options (All-on-4 and six implants with a zirconia bridge), lines, what is included, a 20% deposit, internal costs and the version the patient accepted.
A quote: two options with their line items, deposit and balance, and the moment the patient opened and accepted it.Real product screen · fictional sample data

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