The quote is the product
Three fees, one document, one state.
A surgeon fee, a facility fee and an anesthesia fee, frequently with an implant or garment line. The patient decides on the total while the practice manages three cost bases underneath it.
Separate lines on one signable quote makes it defensible in the room and makes your margin visible per case rather than per month.
Consent tied to imaging
The document refers to what the patient saw.
Issued documents freeze the rendered body and the merged values, so you can keep improving your standard wording with no risk of that edit reaching a consent already signed.
The vocabulary
Terms the pack models.
- Deposit to surgery
- The interval and conversion rate between a deposit taken and a procedure performed. The vertical's operative metric.
- Surgeon, facility, anesthesia
- Three fee lines on one quote, each with its own cost basis, so per-case margin is visible.
- Case acceptance
- Quotes accepted over quotes presented, by consulting surgeon. Uncomfortable and useful.
- Staged procedure
- A plan performed across more than one operative session, held as one case with multiple dates.
- Revision policy
- Terms recorded on the case at consent, so a request years later is answered from the record.
- Non-surgical adjunct
- Injectables and devices from the same catalog, with recall scheduled against the treatment date.
Financing
The silent killer of high-ticket cases.
When an application is declined the case stops moving and nothing records why. You lose a thirty-thousand-dollar case and the campaign that produced the patient still counts a conversion.