Healthcare quote and agreement templates to start from
Real QuoteCloud templates for treatment plans, home care, medical services and pharmacy agreements. Add your fees, consent wording and terms.
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QuoteCloud's template library includes a Treatment Plan Proposal, Home Health Care Contract, Medical Services Proposal, Hospital Agreement, Pharmacy Services Agreement and Fitness Services Proposal. Open one, add your logo, fee schedule, consent wording and terms, and save it as your own template; one existing template can be converted free during the trial.
Three sample documents from fictional providers behind index tabs, each made from a template: Larkhaven Skin Clinic's treatment plan and estimate for Mia Kowalski, Kinfield Health's in-home care agreement for Rosalind Avery and Kinfield's physiotherapy program for Daniel Osei.
Six healthcare templates in the QuoteCloud library
Start from the closest one. Add your logo, fee schedule, consent wording and terms, then save it as your own template for the team.
- Proposal template Treatment Plan Proposal Personalised care plans, treatment steps and costs, for clinics, dental and wellness providers. View template
- Contract template Home Health Care Contract Template Scope of services, caregiver duties, scheduling, payment and confidentiality, for home care providers and clients. View template
- Proposal template Medical Services Proposal Clinical services for private practices, consultants and providers working with hospitals. View template
- Agreement template Hospital Agreement Template Shared responsibilities, facilities and equipment access between healthcare providers and hospitals. View template
- Agreement template Pharmacy Services Agreement A proposal and contract that sets out the responsibilities for pharmacy services. View template
- Proposal template Fitness Services Proposal Template Training and wellness programs, tailored with images, for trainers and studios. View template
From a template to Kinfield's care agreement
What a home care template becomes once a provider has made it its own: four pages of Rosalind's agreement, and what was added to each.
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Kinfield HealthIn-home care agreement KH-2611 Sample · fictional provider
In-home care agreement
Rosalind's recovery care at home
Your care plan after your hospital stay, set out visit by visit: personal care, a weekly physiotherapy visit and the fees, so you and Claire know what to expect before the first visit.
From the template
Cover and welcome
The layout and welcome come from the template. Your logo and colours are added once; the client's name and the expiry date are added for each client.
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Kinfield HealthIn-home care agreement KH-2611 Sample · fictional provider
About you
FormForms block · completed before the plan was written
Preferred visit times Mornings, from 8:00 amGetting around at home Walks with a frame indoorsHome access Key safe by the side doorWho else should we talk to? Claire Avery (daughter), 555 0100Anything we should know before the first visit? Mum has a small dog, Biscuit, who is friendly.Completed by Claire Avery · Tue 27 Oct, 6:10 pm
Added: Forms block
Intake questions
Your own intake questions in a Forms block, answered before the plan is written. Business plan.
Intake forms -
Kinfield HealthIn-home care agreement KH-2611 Sample · fictional provider
Your care plan and estimated fees
6 weeks from Mon 2 Nov 2026
Item Qty Rate Amount Once-off Initial home assessmentOccupational therapist, home safety and equipment1 visit $240 $240.00 Each week Repeating Personal care visit · 1.5 hShowering, dressing and a meal set-up3 visits $102 $306.00/wk Physiotherapy home visitWith Marcus Tan, falls-prevention exercises1 visit $135 $135.00/wk Nurse visit · wound careRegistered nurse1 visit $145 $145.00/wk 5 meals $18 $90.00/wk 1 trip $55 $55.00/wk - Once-off
- $240.00
- Each week
- $676.00/wk
- Over 6 weeks (estimate)
- $4,056.00
- Estimated total
- $4,296.00
- Paid on signing · assessment and first week
- $916.00
Provider's wordingThese are estimated fees. Any insurance or other funding benefit you may be entitled to is not calculated here: please check with your insurer or funder.
Weeks 2 to 6 are invoiced each week by Kinfield Health.
Added: your fees
Fees from your schedule
Once-off and weekly services from your product catalogue, optional extras the client ticks, and the payment on signing. Essentials and up.
Care agreements -
Kinfield HealthIn-home care agreement KH-2611 Sample · fictional provider
Consent and acknowledgement
Locked wording · your team can't edit it
Please read and confirm before signing. Rosalind signs as the client; Claire signs as her representative.
- I have read this plan and cost estimate, and my questions have been answered.
- I understand these are estimated fees. A change to the plan is sent to me as a revised agreement to sign.
- I agree that Kinfield Health may share this plan with my referring practitioner.
- I understand I can ask to change or end the plan at any time.
2 of 2 signed
- Rosalind AveryClient SignedWed 28 Oct, 10:12 am
- Claire AveryDaughter and representative SignedWed 28 Oct, 10:15 am
Paid on signing$916.00Paid via Stripe
Certificate of authenticity and audit trail attached
Added: locked wording
Consent and signers
Your acknowledgements as a locked block, and a signature block for the client and their representative.
Consent & signers
What to add to a template before you send it
A template is a starting point. These are the parts that make it a document your practice can send to a patient.
Your fee schedule
Load your fees into the product catalogue once, then add them to any estimate. Weekly or fortnightly services become repeating rows.
Consent wording, locked
Save your consent and acknowledgements as a library block and lock it, so nobody edits it by mistake. Business.
Intake questions
Add a Forms block for the questions you ask at intake, answered inside the document. Business.
An expiry date
Give every estimate an expiry date; the Expiring Soon filter shows the ones that lapse in the next few days.
Payment on signing
A deposit, the first week or the full fee, by card through Stripe or by PayPal. Essentials and up.
Your wording on benefits
If you mention insurance or funding benefits, it is your own text: QuoteCloud calculates none.
Treatment estimates
Send us your current estimate or agreement
Start a 14-day free trial, no credit card required, and we'll convert one of your existing templates for you.
Built by the practice
No physio, aged-care or funded-plan template? Build your own once
The library has no templates for physio programs, aged care, funded-plan agreements or consent forms. Start from the closest one or a blank document, save it as your own template, and it is there for every client after. Daniel's physiotherapy program was set up this way.
Your sessions
8 weeks · from Tue 3 Nov 2026
| Service | Mon | Tue | Wed | Thu | Fri | Sat | Sun |
|---|---|---|---|---|---|---|---|
| Physiotherapy7:30 am | Yes | Yes | |||||
| Hydrotherapy (pool option)6:00 pm | Yes |
- Week 1
- Week 2
- Week 3
- Week 4
- Week 5
- Week 6
- Week 7
- Week 8
Session times are booked by our reception team after you sign.
Make a template your own in five steps
From the library, or from the document you use today.
Pick the closest
Open the Treatment Plan Proposal, Home Health Care Contract or another template, or send us your current document to convert.
Brand it
Add your logo, colours and contact details, and write your own welcome.
Add your fees
Add a price table with your services from the catalogue: once-off, weekly or fortnightly, and optional extras.
Add consent and terms
Add your acknowledgements, terms and a signature block for each signer; lock the wording on Business.
Save as a template
Save it under the service it is for, so the team starts every new client from it.
Template questions, answered
Which healthcare templates does QuoteCloud have?
The library includes a Treatment Plan Proposal, Home Health Care Contract Template, Medical Services Proposal, Hospital Agreement Template, Pharmacy Services Agreement and Fitness Services Proposal Template. Each is a starting point: add your logo, fees, consent wording and terms, then save it as your own template for your team.
Is there a template for physio programs, aged care, funded-plan agreements or consent forms?
Not in the library today. Start from the closest template, such as the Treatment Plan Proposal or the Home Health Care Contract, or from a blank document, and build your own. Once it is saved as a template, every new client starts from it. During the trial QuoteCloud converts one of your existing templates for free.
Can QuoteCloud convert our existing estimate or agreement?
Yes. One existing document template is converted free during the trial on the Essentials, Business and Enterprise plans. Further conversions are a paid add-on, billed per template. Send the document you use today, then check the converted template and your consent wording before you send it to clients.
Can each service have its own template?
Yes. Save as many templates as you need, for example one each for home care, physiotherapy programs and elective treatment estimates. Shared parts such as your consent wording and terms can live in the content library, so each template uses the same approved text. Templates and the content library are on Essentials and above.
Do templates calculate insurance or funding rebates?
No. QuoteCloud does not calculate insurance or other funding benefits. Write your own wording into the template, for example that no benefit is included and the patient should check with their insurer or funder. The price table calculates your fees, options, totals, tax and the payment on signing.
Which plan do templates need?
Templates, price tables, the product catalogue and the content library are on Essentials (US$39 per user a month) and above. The Forms block, content locking and the approval workflow are on Business (US$59). Essentials and Business start with a 14-day free trial with no credit card required.
More for health providers
The documents these templates become.
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Treatment plans & cost estimatesThe plan, every fee line, what the estimate does not include and an expiry date, accepted and signed before treatment starts.Explore
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In-home care & service agreementsWeekly or fortnightly services shown as repeating charges, a visit schedule, terms and an expiry date the family signs.Explore
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Physio, OT & psychology programsSessions per week, the program schedule and a choice of program options, with the first fees paid on signing.Explore
- Cosmetic & elective treatment quotesTreatment options side by side, a deposit to book, an expiry date and the patient's acknowledgements in one quote.
- Medical equipment & mobility quotesHire by the week or buy outright, delivery and set-up, product brochures as PDF pages, signed and paid online.
- Funded-plan service agreementsSupports, rates and a schedule set out for a participant and their nominee, with the agreement signed by both.
- Consent, acknowledgements & multiple signersConsent wording in a locked block, acknowledgements ticked and every signer (patient, guardian or representative) signing online.
- Intake & referral forms inside the documentThe Forms block collects intake details in the same document the client signs, and can start your next step through Zapier.
- Privacy, access & security for health providersWhat QuoteCloud confirms about hosting, encryption, signer verification and access control, and the questions to ask before you start.
- Practice management & accounting integrationsSigned agreements to your practice system through Zapier or the API, and accounting native on Business.
- QuoteCloud implementation for health providersFee schedules loaded, estimate and agreement templates converted, consent wording locked and the team trained.
- FAQAnswers to the questions clinics, allied health, care providers and equipment suppliers ask most.
Start from a template, send it as your own
Free for 14 days. No credit card required.