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Physiotherapist Estimate Template

A physiotherapist estimate forecasts the price before work starts: 8 lines for rehabilitation of a sprained ankle for a self-pay patient: evaluation, five treatment visits, a brace and a discharge re-evaluation, totalling $1,230.00, with services the largest share (91%). It states its assumptions and stays valid for 30 days. Edit the lines and download the PDF.

Pre-filled for a physiotherapist: rehabilitation of a sprained ankle for a self-pay patient: evaluation, five treatment visits, a brace and a discharge re-evaluation. Example prices: replace them with your own.

Document
From (you)
Prepared for
Line items
  1. Amount$175.00
  2. Amount$400.00
  3. Amount$225.00
  4. Amount$225.00
  5. Amount$45.00
  6. Amount$45.00
  7. Amount$20.00
  8. Amount$95.00
Discount, tax and payments

Estimate total: $1,230.00

Notes, payment details and extra fields
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From

Granite Physical Therapy Clinic

169 Market Street
Fairview, OR 97024

billing@example.com

(503) 555-0169

Estimate

Estimate #
EST-6630
Estimate date
Oct 29, 2026
Valid until
Nov 28, 2026
Terms
Valid 30 days
PT license no.
LIC-539041
NPI
See notes
Referring physician and NPI
See notes
Diagnosis code (ICD-10)
See notes

Prepared for

Dana Whitfield

52 Aspen Way
Springfield, IL 62704

client@example.com

DescriptionQtyRateAmount
Physical therapy evaluation, moderate complexity (CPT 97162)1 visit$175.00$175.00
Therapeutic exercise (CPT 97110)Range of motion and strengthening10 15 min$40.00$400.00
Manual therapy (CPT 97140)Joint mobilization, soft tissue work5 15 min$45.00$225.00
Neuromuscular re-education, balance training (CPT 97112)5 15 min$45.00$225.00
Kinesiology taping3 each$15.00$45.00
Lace-up ankle brace1 each$45.00$45.00
Resistance band home exercise kit1 each$20.00$20.00
Re-evaluation at discharge (CPT 97164)1 visit$95.00$95.00
Subtotal
$1,230.00
Estimate total
$1,230.00

Notes

A physical therapy estimate should lay out the plan of care: expected number and frequency of visits, the fee per visit and any braces or supplies.

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Physiotherapist estimate at a glance

Scope estimated Rehabilitation of a sprained ankle for a self-pay patient: evaluation, five treatment visits, a brace and a discharge re-evaluation
Estimate total $1,230.00 before tax
Valid for 30 days from the estimate date
Services (5 lines) $1,120.00, 91%
Products (2 lines) $65.00, 5%
Materials (1 line) $45.00, 4%
Priced in visit

Estimate breakdown for rehabilitation of a sprained ankle for a self-pay patient: evaluation, five treatment visits, a brace and a discharge re-evaluation

Example prices: replace them with your own
ItemTypeEst. quantityEst. amount
Physical therapy evaluation, moderate complexity (CPT 97162)Services1 visit$175.00
Therapeutic exercise (CPT 97110)Services10 15 min$400.00
Manual therapy (CPT 97140)Services5 15 min$225.00
Neuromuscular re-education, balance training (CPT 97112)Services5 15 min$225.00
Kinesiology tapingMaterials3 each$45.00
Lace-up ankle braceProducts1 each$45.00
Resistance band home exercise kitProducts1 each$20.00
Re-evaluation at discharge (CPT 97164)Services1 visit$95.00
Estimated total$1,230.00

What to write on a physiotherapist estimate

A physical therapy estimate should lay out the plan of care: expected number and frequency of visits, the fee per visit and any braces or supplies.

Materials and products are $110.00 of this $1,230.00 estimate (9%), so say how long those prices hold: supplier prices can move before the job starts.

Charges per treatment visit, with a longer and dearer first evaluation, while insurers are billed by timed treatment codes in 15-minute units.

Assumptions behind each line

Write these next to the 8 lines so the customer sees what the $1,230.00 depends on.

  • Physical therapy evaluation, moderate complexity (CPT 97162): 1 visit, $175.00.
  • Therapeutic exercise (CPT 97110): 10 15 min, $400.00.
  • Manual therapy (CPT 97140): 5 15 min, $225.00.
  • Neuromuscular re-education, balance training (CPT 97112): 5 15 min, $225.00.
  • Kinesiology taping: 3 each at $15.00 ($45.00); another grade or brand changes this line.
  • Lace-up ankle brace: 1 each at $45.00 ($45.00); another grade or brand changes this line.
  • Resistance band home exercise kit: 1 each at $20.00 ($20.00); another grade or brand changes this line.
  • Re-evaluation at discharge (CPT 97164): 1 visit, $95.00.

Changes, overruns and change orders

If the customer adds work, put it on a signed change order first. Pricing the extra in visit keeps it comparable with the $1,230.00 you estimated.

A 10% rise in material prices would add $11.00 to this job, which is why many physiotherapists limit how long an estimate stays valid.

Tips from physical therapy billing

  • Bill timed treatments in 15-minute units and print the total timed minutes for each visit; under Medicare's 8-minute rule the number of units has to fit the minutes actually spent, and auditors check exactly that.
  • Show the visit number within the plan of care, such as visit 4 of 12, and the referring physician, because many plans cap therapy visits per year and some require the referral on each claim.
  • Braces, tape and bands the patient takes home belong on their own product lines, since plans that pay for treatment often exclude supplies and the patient pays for those directly.
  • For self-pay patients, charge a flat visit fee but still print the CPT codes underneath; it lets them seek reimbursement and makes your price comparable with clinics that bill insurance.

Turning the physiotherapist estimate into an invoice

  1. Get it approved

    Ask Dana Whitfield to sign or reply in writing to estimate EST-6630.

  2. Record the changes

    Update quantities to what was actually used across the 8 lines.

  3. Switch the document type

    Change Estimate to Invoice in the tool; the lines and parties stay.

  4. Deduct what was paid

    Enter any deposit as amount paid so the balance due is correct.

Frequently asked questions

How do I write a physiotherapist estimate?

Describe the job (Rehabilitation of a sprained ankle for a self-pay patient: evaluation, five treatment visits, a brace and a discharge re-evaluation), list each line with an estimated quantity and rate, total it ($1,230.00 in the sample), state how long it is valid and what it assumes, then send it as a PDF for approval.

Is a physiotherapist estimate binding?

An estimate is a forecast, not a fixed price, so the final invoice can differ when the work or materials change. Rules vary by country and state; to stay safe, get written approval before billing noticeably more than the $1,230.00 you estimated.

How long should a physiotherapist estimate be valid?

Thirty days is common and is what this template uses. With 9% of the price in materials, a shorter validity protects you if supplier prices rise.

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