Quote for Clear Aligner Treatment Template

How do you provide your patient with a financial quote and payment optionsĀ for Clear Aligner Treatment?

Do they leave your practice with all the details they need to make the right decision?

An informative Quote should have:

  • Date and Patients name
  • Doctor Name and provider number
  • Item numbers for Records
  • Item numbers for Active Treatment and Retainers
  • What is and is not included in the treatment
  • Questions for patients to ask their Private Health Insurance
  • Payment plan options and discounts
  • A “Use by” date – we recommend six months

Access the CAE Quote Template

You will need to customise this template to represent precisely what your practice offers.

If you would like to organise a 1:1 Strategy session on providing quotes for you or a team member, don’t hesitate to get in touch with your Customer Success Manager at office@clearex.com or Book here

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