Getting started with QuoteCloud

Physio, OT and psychology programs, priced session by session

Sessions per week, the length of the program and the options, set out with a schedule the client can follow and the first fees paid on signing.

Allied health practices use QuoteCloud to send a program as one document: sessions per week as a repeating charge, program options as a single choice, a session schedule, extras such as a report to the referrer, and an acknowledgement the client signs. The first sessions or a deposit are paid through Stripe or PayPal on signing.

A sample physiotherapy program from a fictional practice, Kinfield Health, for Daniel Osei, shown as four weeks of a calendar. The program options take turns: once a week on Tuesdays for $920, twice a week on Tuesdays and Fridays for $1,840, or twice a week plus a Wednesday hydrotherapy session for $2,400, each for 8 weeks. The amount paid on signing changes to match: $291.25, $521.25 or $661.25.

One practice, three kinds of program

Physiotherapy, occupational therapy and psychology each set out a program differently. Each has its own template, with the blocks that discipline needs. Sample documents from a fictional practice.

Kinfield HealthPhysiotherapy program KH-P-3318 Sample · fictional practice
A physiotherapist with a clipboard beside a client walking between parallel bars

Physiotherapy program

Daniel's physiotherapy program

Prepared for Daniel Osei · Prepared Thu 22 Oct 2026 · Valid until Fri 20 Nov 2026

Your program with Marcus Tan after your assessment, set out session by session with the fees for each. Choose how often you'd like to come in.

Choose your program

Your sessions

8 weeks · from Tue 3 Nov 2026

ServiceMonTueWedThuFriSatSun
Physiotherapy7:30 amYesYes
Hydrotherapy (pool option)6:00 pmYes
  1. Week 1
  2. Week 2
  3. Week 3
  4. Week 4
  5. Week 5
  6. Week 6
  7. Week 7
  8. Week 8

Session times are booked by our reception team after you sign.

A physiotherapist with a clipboard beside a client walking between parallel bars

A physio program the patient chooses

Once a week, twice a week, or twice a week with a hydrotherapy session, as discussed at Daniel's assessment. The option he picks sets the program fee, and his sessions are set out on their days.

  • Program options as a single choice
  • Sessions on a weekly schedule
  • 25% paid on signing to book

Price tables: Essentials and up

Kinfield HealthHand therapy program KH-O-2207 Sample · fictional practice

Your program and estimated fees

8 weeks from Mon 26 Oct 2026

ItemQtyRateAmount
Once-off
Hand therapy assessmentHeld Tue 20 Oct, 60 minutes
1 visit $210 $210.00
Custom thermoplastic splintMade and fitted at your first session
1 splint $165 $165.00
1 report $85 $85.00
Each week Repeating
Hand therapy session · 45 minAt our clinic
1 session $160 $160.00/wk
1 call $40 $40.00/wk
Once-off
$375.00
Each week
$200.00/wk
Over 8 weeks (estimate)
$1,600.00
Estimated total
$1,975.00
Paid on signing · once-off fees and first week
$575.00

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 8 are invoiced each week by Kinfield Health.

Your week

8 weeks · from Mon 26 Oct 2026

ServiceMonTueWedThuFriSatSun
Hand therapy8:00 amYes
Check-in call12:30 pmYes
  1. Week 1
  2. Week 2
  3. Week 3
  4. Week 4
  5. Week 5
  6. Week 6
  7. Week 7
  8. Week 8

Session times are booked by our reception team after you sign.

A therapist uses a handheld treatment device on a client's forearm

An OT program priced per week

An assessment and a custom splint once-off, then a hand therapy session each week as a repeating charge, with a check-in call Nadia chose to add. The once-off fees and first week are paid on signing; later weeks are invoiced by the practice.

  • Repeating charges per week
  • Optional extras the client ticks
  • Once-off fees and first week paid on signing

Price tables and payments: Essentials and up

Kinfield HealthPsychology treatment plan KH-Y-1207 Sample · fictional practice

Sessions and estimated fees

12 weeks from Tue 3 Nov 2026

ItemQtyRateAmount
Once-off
Intake sessionHeld Mon 26 Oct, 60 minutes
1 session $250 $250.00
1 session $220 $220.00
1 report $150 $150.00
Each fortnight Repeating
Psychology session · 50 minIn person or by video
1 session $220 $220.00/fortnight
Once-off
$250.00
Each fortnight
$220.00/fortnight
Over 6 fortnights (estimate)
$1,320.00
Estimated total
$1,570.00
Paid on signing · intake and first fortnight
$470.00

Provider's wordingThese are estimated fees. Any insurance or funding benefit you may be entitled to is not calculated here: please check with your insurer or funder.

Each later fortnight is invoiced by Kinfield Health.

Consent and acknowledgement

Locked wording · your team can't edit it

Jordan signs as the client and Sarah as his parent and guardian. Ines signs as the treating psychologist.

  • We have read the plan and the fees, and our questions have been answered.
  • We have read Kinfield Health's privacy and confidentiality information, given to us at intake.
  • We understand the fees are estimates and a change to the plan is sent to us to sign.
  • We understand Jordan can ask to pause or end the sessions at any time.

3 of 3 signed

  • Jordan ReyesClient, 16 SignedTue 27 Oct, 5:31 pm
  • Sarah ReyesParent and guardian SignedTue 27 Oct, 5:38 pm
  • Ines MoreauPsychologist SignedTue 27 Oct, 5:42 pm

Paid on signing$470.00Paid via PayPal

Certificate of authenticity and audit trail attached

A client and a psychologist talk in a light room with a sofa and a plant

A psychology plan a parent signs too

A session every second week, shown per fortnight, the intake session once-off, and a family session or a report on request. Jordan, his mother and his psychologist each sign; the practice's wording says no insurance or funding benefit is calculated.

  • Fortnightly sessions as a repeating charge
  • Client, parent and psychologist each sign
  • Locked consent wording (Business)
Consent, acknowledgements & multiple signers

Choose a program, and the fees follow

Daniel picks how often he'll come in. The program line in the price table changes to match, the doctor's letter stays ticked, and the amount paid on signing updates before he signs.

The program the physio discussed is selected when it opens, labelled "As discussed at your assessment". Every option looks the same: no badges and no ranking, because the clinical advice happened in the room, not in the quote.

  • Program options as a single choice
  • Extras such as a doctor's letter as optional lines
  • 25% paid on signing through Stripe or PayPal
  • Session times booked by your reception team after signing

Price tables and payments: Essentials and up

How price tables work
Kinfield HealthPhysiotherapy program KH-P-3318 Sample · try the options

Choose your program

Your program fees

ItemQtyRateAmount
Assessment$160
Initial assessment & program planHeld Tue 20 Oct, 60 minutes
1 session $160 $160.00
Your program
Twice a week8 weeks, at our clinic
1 program $1,840 $1,840.00
Extras Tick to add
1 letter $85 $85.00
1 pack $95 $95.00
Subtotal
$2,085.00
Tax (0%)
$0.00
Total
$2,085.00
Paid on signing to book your sessions (25%)
$521.25

Accept, sign and book

Daniel Osei · Patient

Signed online · Fri 23 Oct, 8:40 pm

Paid on signing to book your sessions (25%)

$521.25

Paid via StripePay with card or PayPal

Certificate of authenticity and audit trail attached

Built around how each discipline sells a program

Allied health sells programs, not single visits. These are the parts practices build into their program templates.

  • Physio & exercise physiology

    Sessions per week as program options, a pool session as an add-on, and a home exercise pack or a progress letter as extras.

  • Occupational therapy

    An assessment and equipment once-off, then weekly sessions, with home or school visits on their own lines.

  • Psychology & counselling

    Sessions per week or fortnight, intake once-off, and family sessions or reports on request.

  • A parent or guardian signs

    Several signers on one program, each with their own signature block and no account needed.

  • First sessions paid on signing

    A deposit or the first week paid by card or PayPal. Later sessions are invoiced from your own systems.

  • Programs that change

    A new frequency or extra sessions go out as a revised program with Revise Last Version, signed again.

Make your program template in the trial

Free for 14 days, no credit card required. Send us the program or treatment plan you use now and we'll convert one template for you during the trial.

Try it: set the sessions per week, then sign

Choose a physio, OT-style or psychology program, the sessions per week and the length. The estimate and the week follow. Then tick the acknowledgements and sign as the patient.

app.quote.cloud · new document from templateDemo · fictional data

Build the plan

The choices your coordinator makes in QuoteCloud. The document on the right follows them.

Service type the template
Sessions per week
2
Physiotherapy session · 45 min · $115 each
Program length
Show repeating charges
Who signs
Payment on signing

In QuoteCloud: a template per service, the quantity on a repeating price item, its period label, the recipients and the document's payment settings. Your rules stay with your team.

Signed by 1 of 1 · paid on signing

Kinfield HealthPhysiotherapy program KH-P-3318 Demo · fictional
A physiotherapist with a clipboard beside a client walking between parallel bars

From template · Physiotherapy program

Daniel's physiotherapy program

Prepared for Daniel Osei · Valid until Mon 9 Nov 2026

Your plan and estimated fees

8 weeks from Mon 2 Nov 2026

ItemQtyRateAmount
Once-off
Initial assessment & program plan60 minutes
1 session $160 $160.00
1 letter $85 $85.00
1 pack $95 $95.00
Each week Repeating
Physiotherapy session · 45 minAt our clinic
2 sessions $115 $230.00/wk
1 session $70 $70.00/wk
Once-off
$245.00
Each week
$230.00/wk
Over 8 weeks (estimate)
$1,840.00
Estimated total
$2,085.00
Paid on signing · once-off fees and first week
$475.00

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.

Later weeks are invoiced by Kinfield Health.

Your week

ServiceMonTueWedThuFriSatSun
Physiotherapy sessionYesYes

Consent and acknowledgement

Locked wording · your team can't edit it

  • 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.

1 of 1 signed

  • Daniel OseiPatient SignedWed 28 Oct

Paid on signing$475.00Paid via Stripe

Certificate of authenticity and audit trail attached

Activity

  1. Signed by DanielCertificate of authenticity attached
  2. Paid on signing$475.00 via Stripe
  3. Client record updatedIn the practice system, through Zapier

A demo with a fictional practice: nothing is sent, stored or charged. In QuoteCloud your team creates the document from the template for that program, sets the quantity on the repeating price item and its period label, adds the recipients and sets the payment on signing (payments, Essentials and up). The patient ticks optional items and signs. Later sessions are invoiced by you, not billed by QuoteCloud, and QuoteCloud doesn't book sessions. No insurance or funding benefit is calculated: write that wording yourself.

Consent, acknowledgements & multiple signers

From the assessment to the first session

What the clinician and reception do once the assessment is done.

  1. Pick the program template

    Physio, OT or psychology: each template carries its own sessions, extras, acknowledgements and terms.

  2. Set frequency and length

    Set the sessions per week as the quantity on the repeating charge, and the number of weeks.

  3. Offer the options

    Add program options as a single choice and extras such as a report as optional lines.

  4. Send for signature

    The client, and a parent or guardian if needed, read the program, confirm and sign on any device.

  5. Paid, then booked

    The first sessions or a deposit are paid on signing; reception books the session times.

Therapy program questions, answered

Can a therapy program show sessions per week as a repeating charge?

Yes. Price tables support repeating price items with a period label beside once-off fees, so a session can show its charge per week or per fortnight, with the estimate over the program. The charges are shown in the document; QuoteCloud does not bill later sessions, so you invoice them from your own systems. Price tables are on Essentials and above.

Can clients choose between program options?

Yes. Put the programs in a single-choice group, such as once a week, twice a week or twice a week with a pool session, and the program fee and totals follow the client's choice. The option your clinician discussed can be selected when it opens, labelled in your own words, with no ranking.

Does QuoteCloud book sessions or send appointment reminders?

No. QuoteCloud sends the program and collects the signature and any payment on signing; your reception team or booking system books the sessions. A signed program can start a Zapier automation with the Recipient Signed Document trigger, where your booking or practice system has a Zapier connector.

Can a parent or guardian sign a psychology or OT program?

Yes. A document can have several signers, each with their own signature block, such as the client, a parent or guardian and the practitioner. Nobody needs an account to sign, and you can add an optional one-time passcode sent by email before signing.

Does QuoteCloud calculate insurance or funding rebates for sessions?

No. QuoteCloud does not calculate insurance or other benefits. Write your own wording in the program, for example that no benefit is included and the client should check with their insurer or funder. The price table calculates your fees, options, totals and the payment on signing.

Can we take the first session fees when the client signs?

Yes, from the Essentials plan. Set the payment on signing as a percentage or a fixed amount, such as the assessment and the first week, paid through Stripe or PayPal. QuoteCloud does not set up instalments, recurring billing or payment reminders.

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