Begin with an identity row. Record the legal or public facility name, address, estimate date, contact, and California license or certification information exactly as provided. Verify records through California DHCS rather than assuming that a business name or polished document establishes regulatory status. If an estimate refers to multiple locations or entities, ask which location would provide the quoted service and which entity would bill you.
Next, create rows for the quoted level or setting of care, the unit used for pricing, the assumed duration, included services, separately billed services, outside-provider charges, medications, laboratory or pharmacy charges, transportation, room assumptions, and continuing-care planning. These are comparison fields, not claims that either facility provides every item. Write “not established” where an estimate is silent instead of guessing that a service is included in a bundle. If the two estimates use different time units, preserve the original wording and ask each facility to restate its estimate using the same period or pricing basis before you calculate a difference.
- Record the exact facility, location, billing entity, and estimate date.
- Copy the quoted program or setting verbatim. Do not translate marketing terms into clinical levels yourself.
- Identify whether the price is daily, weekly, monthly, per episode, or based on another unit specified by the facility? Actually ask facility clarify the unit in writing if unclear.