Put the two facility names across the top. Down the left side, list: estimate date, quoted period, base charge, deposit, refund terms, assessments, residential charges, professional fees, laboratory costs, medications, outside appointments, transportation, personal expenses, family participation, continuing-care planning, discharge-related costs, insurance assumptions, payment deadlines, cancellation terms, and estimated total. A category belongs in the table even if one estimate never mentions it.
For each cell, record the amount or exact wording rather than your interpretation. Add a status beside it. For example: “Deposit: $___, confirmed; refund conditions: needs review.” If an estimate bundles several items, write “bundled, components not established” and ask for an itemized explanation. If a representative answers by phone, record the date, person or department, question, and answer, then request written confirmation where possible. Do not upgrade a verbal possibility into a confirmed commitment by yourself.
- Are both estimates based on the same number of days or the same defined period?
- Does each total include every listed fee, or are some amounts separate?
- Are medications included, excluded, or simply not addressed? Never assume a particular medication will be provided or appropriate for you without clinical review and facility-level