Practice details
Who is issuing this estimate. Fields marked * are required.
Client details
Who the estimate is for. No clinical detail required here.
Services & pricing
Add each expected service. Totals calculate automatically.
Caveats & notes
Optional context. Standard No Surprises Act caveats are always included in the estimate.
Review & generate
Confirm the summary, then generate your printable estimate.
Get the Therapist Compliance Paperwork Starter Pack
A free bundle to standardize your self-pay and No Surprises Act workflow — so every client gets consistent, defensible paperwork.
- Good Faith Estimate checklist & delivery-timing cheat sheet
- Self-pay intake workflow
- Billing documentation checklist
- Editable policy notice template
Disclaimer
This tool is for general informational and administrative drafting purposes only. It is not legal advice, billing advice, or a guarantee of compliance with the No Surprises Act, CMS rules, state law, payer requirements, or professional licensing obligations. Providers should review current federal and state requirements and consult qualified legal or compliance counsel for their specific practice.