Build rows for the quoted base price, assessments, detox-related charges, incidental or outside medical costs, medications, laboratory work, transportation, supplies, professional fees, discharge or continuing-care planning, cancellation charges, and any other category named in either document. Listing a row does not imply that every facility provides or charges for that item. Enter “included,” a stated amount, “needs review,” or “not established” based only on evidence.
Add columns for service description, quantity or duration, unit rate, estimated subtotal, required deposit, payment due date, refund terms, insurance assumption, and source. Then create an Assumptions column. Examples include “price assumes 30 days,” “final amount depends on assessment,” or “coverage not yet verified.” Copy important wording rather than paraphrasing away conditions such as “estimated,” “subject to approval,” or “if clinically appropriate.” Those qualifiers often matter more than a polished total on the first page. In a notes column, identify who supplied each answer and when. Ask for an updated estimate if a clarification changes the expected total.
- Mark every blank as needs review or not established.
- Keep optional, conditional, and required costs in separate rows.
- Show deposits separately from total expected charges and ask whether they are refundable, credited, or forfeitable under stated conditions.