What to change
Explain what the team needs to scope the request and when the visitor receives a quotation. Keep the initial request focused on purpose and logistics rather than unnecessary personal detail.
A worked example
Illustrative example
Someone asks for a report for a specific organisation. The page asks them to describe the requested document and gives the team a route to confirm scope, price and any further requirements.
Put it into practice
Ask reception which details genuinely affect the estimate. A concise, purposeful enquiry is easier to handle than a large form that asks for information the pricing team does not use.
Tell people how the estimate will be communicated where the arrangement is known. A clear next step helps them distinguish waiting for a reply from needing to take another action themselves.
What to agree before publishing
Describe the estimate request as a useful first conversation: what detail affects the amount, who replies and how a later confirmed quotation differs if applicable. Ask reception to remove questions that do not help the pricing team at this stage. Where several branches or appointment types have different fees, make that context easy to supply. The outcome should help the visitor understand the likely charge and the next decision, without suggesting that requesting or receiving an estimate has reserved an appointment in the diary.
How to check the result
The visitor knows how to obtain a meaningful figure and whether they have committed to a charge.
A mistake to avoid
Do not turn a request for an estimate into an apparent paid booking without making that change explicit.
Turn reading into a next step
Your action checklist
Work through these checks with your team or supplier. Tick the ones you have resolved and leave unknowns open.
Record what you know, what is still missing and the answer you need from your team or supplier.
Use project decisions only, without personal, patient or confidential details. Entries stay in this page and are not submitted to Kay & Co. Copy or download before leaving; this page does not save your notes.
Further reading
These sources provide background for the topic. The practice examples and checklist are illustrative planning suggestions from Kay & Co.
Related guides
Need help with this?
Tell us what is getting in the way. Kay & Co. can help you understand the options and turn the next step into something that works for your practice.
Explore websites & patient experience services or discuss your project.
Try the free Healthcare Digital Planner to find your starting priority.