Printable planning worksheet

Compare the whole quote—not one headline price

Use the same questions for every written quote so differences in scope and exclusions are easier to see. A lower total is not automatically a better or comparable offer.

People and setting

  • Surgeon professional fee
  • Anesthesia professional fee
  • Facility or operating-room fee
  • Accreditation and clinician credentials verified

Procedure scope

  • Upper, lower, combined, ptosis, brow, or reconstructive work named
  • Laterality and planned technique described
  • Included and optional procedures separated
  • Revision policy explained in writing

Before and after care

  • Consultation and preoperative testing
  • Prescriptions, garments, or supplies
  • Routine postoperative visits
  • After-hours questions or urgent evaluation process

Money and timing

  • Total written price and expiration date
  • Deposit and payment schedule
  • Cancellation and rescheduling terms
  • Possible additional charges and who bills them

Use this beside the interactive comparer

The cost estimator and quote comparer helps organize figures. This checklist helps confirm whether those figures describe the same services.

Educational planning only. This worksheet is not a price estimate, recommendation, insurance determination, or substitute for a written quote and questions answered by the treating practice.