7+ Best Medical Estimate Templates

bestmedicalestimatetemplate

Medical estimate template provides an idea about the medical services and medications which will be needed for a patient’s treatment. It is important that these estimates are elaborate and carefully framed to make sure that there is the client receives a detailed and almost accurate estimation of the money that will be spent. Your estimate is an important document because it could determine whether your medical business proves suitable for patients. Also, this estimate must inspire trust and look thoroughly professional. 

174+ Medical Templates in PDF, Word, Excel, PSD, Google Docs, InDesign, Apple Pages, Google Sheets, Publisher, Apple Numbers, Illustrator - START DOWNLOADING

5 Steps to Write a Medical Estimate

Step 1: Include the Details of the Healthcare Provider

The details of the healthcare provider is a piece of important information for the client and it helps the patient to track down the authenticity of the medical estimates provided to him/her. It also provides the client with all the information of the hospital or clinic which might be useful in the future.

Step 2: Mention Correct Information of the Client

Correct and articulate information of the client is an important detail and you must make sure that you collect all the information necessary for the form. Recheck the information with the client to make sure everything is correct and up to date. Any mistake on the medical estimate could diminish your brand’s image. 

Step 3: Mention a Treatment Description

A treatment description helps the client to formulate and understand the costs mentioned in the form. To understand the costs, it is important to have complete information about the diseases and medical conditions of the patient and the treatments required to cure it. If possible, try to provide an itemized display of all the cost components. 

Step 4: Dedicate a Section for Terms and Conditions

Terms and conditions help the hospital or any other medical organization to make sure that the client understands the limitations of the mentioned costs. Terms and conditions can mention that are costs are according to the current rates which eight change in the future. This section also helps you outline the process in case the treatment and service prove ineffective, and hence, must be drafted with a lot of care. 

Step 5: Proofread

Proofread all the information mentions in the medical estimate and make sure that the document is free from misinformation or any other errors. Make sure that all the costs and estimates are up to date and there is no incorrect information in the document. Run grammatical checks to eliminate any grammatical errors. Next up, let’s show you some great medical estimate templates. 

7+ Best Medical Estimate Templates

1. Medical Estimate With Checklist Template

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  • PDF

Size: 86 KB

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This is a written cost estimation template for medical expenses and treatments offered by the concerning hospital. This checklist template provides a diagnosis code information section and a procedure information section which makes it easier for the clients to understand the estimations and conditions of the hospital.

2. Professional Cost Estimate Template

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  • PDF

Size: 113 KB

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Cigna cost estimate template has a clear layout and provides writing blocks for the important information which makes it look professional. There are instructions on the top to make sure the form is filled correctly. There is a section for the medical information of the patient to provide a detailed account of the medical condition.

3. Simple Medical Cost Estimate Template

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  • PDF

Size: 107 KB

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This is a simple yet comprehensive template for medical cost estimation. The estimate template provides the client with detailed information on the hospital’s medical and room charges. The layout is modern and crisp with every important section added in the simplest form to the document.

4. Free Medical Estimate Form Template

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  • PDF

Size: 15 KB

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This medical pre-treatment blank estimate template form provides the patients with a distinguished cost estimate for every single treatment. There is a detailed certification section which will help the hospital or any medical organization to make their terms and conditions known to the patients. Download this free medical estimate form for all kinds of pre treatment estimates. 

5. Sample Medical Pre Estimation Form

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  • PDF

Size: 24 KB

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This medical claim pre estimation form uses a professional layout and structure which makes the document highly readable. There is a detailed medical service information section with space for diagnosis code and procedure which makes the estimate template detailed and extremely useful for hospital and other medical organizations. This pre estimate form is all you need to capture all essential details of treatment costs and showcase them in an organized manner. 

6. Estimate of Medical Fees Example

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  • PDF

Size: 24 KB

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This medical fees estimation and budget template provides a certification before the main form begins. The main template has sections for Medicare benefits and health fund benefits. There is also a separate space for prosthetics and other services which makes this template highly detailed and articulate. There’s a dedicated other services section, which makes this template highly flexible for all kinds of medical estimates.

7. Downloadable Medical Cost Estimation Template

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  • PDF

Size: 155 KB

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This medical cost estimation and budget template is one of the most detailed templates on our list. This template has sections to mention revenue code, diagnosis codes and other important information. This template also provides a section to mention the customer service email address which is highly helpful for the patients. The title of the template mentions ‘good faith’ which goes a long way in establishing trust among patients.

8. Modern Estimate of Medical Fees Template

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  • PDF

Size: 11 KB

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This estimation and budget template uses an attractive structure which complements the content of the template. This template provides a special explanation of the patient gap payment policy and also provides a separate section for the mentioning of the same. This form has a section for the signature of the patient which is required in any official document. The neatness of the template is commendable, considering it offers you space for all necessary data you need to add in the medical estimate.

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