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Free good faith estimate template for therapists

A good faith estimate for uninsured and self-pay therapy clients: the expected services and number of sessions, your fee for each, and your provider details.

Good faith estimate template for therapists: a sample filled in with example lines for the trade
The good faith estimate template for therapists, with example lines to replace.
Fill it in online, free

Opens in the estimate maker with these lines filled in. Adds up the totals, downloads a PDF. No sign-up.

Download PDF Print or fill in by hand Download Word (.docx) Also opens in Google Docs Download Excel (.xlsx) Also opens in Google Sheets

What’s on the good faith estimate template for therapists

Extra fields on this template: NPI, Client DOB, Diagnosis code.

ServiceQtyRateAmount
Psychiatric diagnostic evaluationCPT 907911$200.00$200.00
Psychotherapy, 53+ minutesCPT 90837, estimated weekly40$160.00$6,400.00
Estimated total$6,600.00

Example prices in US dollars. Replace them with your own; in the generator, any currency works.

Good faith estimates under the No Surprises Act

Since 2022, US health care providers, therapists included, must give uninsured and self-pay clients a good faith estimate of expected charges, when they schedule or on request. It should list the expected services with codes and fees, the provider’s name, NPI and tax ID, the location, the client’s name and date of birth, and the diagnosis code if known. For ongoing therapy, an estimate can cover up to 12 months.

The rules also require specific disclaimer text, including the client’s right to dispute a bill that is at least $400 more than the estimate. Use the wording from the government’s model notice in addition to this template; the notes here are a reminder, not the full notice. Check the current federal guidance at cms.gov/nosurprises.

Frequently asked questions

Who needs a good faith estimate?

Clients who are uninsured or not using insurance for the service.

How long can the estimate cover?

Up to 12 months; give a new one if services change.

What if the bill goes over?

Clients can dispute bills at least $400 above the estimate through the federal dispute process.