Quotation Estimate Optometrist in United States New York City –Free Word Template Download with AI
128 West 42nd Street, Suite 700, New York City, New York 10036, United States
Phone: (212) 555-0147 | Email: [email protected]
NY State Optometry License No. OPT-2019-44821
Quotation EstimateQuotation Details
Quotation No.: QTE-2025-07-0342
Date Issued: July 10, 2025
Valid Until: August 9, 2025 (30 days)
Prepared By: Dr. Eleanor Whitfield, O.D.
Service Location: New York City, New York, United States
Client Information
Name: Mr. Jonathan R. Caldwell
Address: 445 Park Avenue South, Apt 12B
New York City, NY 10016, United States
Phone: (917) 555-8823
Insurance: Aetna Vision Plan #AV-7729104
Dear Mr. Caldwell,
Thank you for contacting Manhattan Vision & Optometry Center for a comprehensive Quotation Estimate regarding your upcoming optometric care. As a licensed Optometrist practicing in the heart of United States New York City, I am pleased to provide you with a detailed and transparent breakdown of all anticipated services, diagnostic procedures, and corrective products. This Quotation Estimate reflects current pricing as of July 2025 and is subject to the terms outlined below. All services will be performed at our clinic located in Midtown Manhattan, New York City, United States, in full compliance with New York State Board of Optometry regulations.
| # | Service / Item Description | Category | Qty | Unit Price (USD) | Line Total (USD) |
|---|---|---|---|---|---|
| 1 | Comprehensive Dilated Eye Examination by Board-Certified Optometrist | Diagnostic | 1 | $285.00 | $285.00 |
| 2 | Automated Refraction & Subjective Manifest Refraction | Diagnostic | 1 | $95.00 | $95.00 |
| 3 | Optical Coherence Tomography (OCT) of the Macula & Retina | Imaging | 1 | $175.00 | $175.00 |
| 4 | Non-Mydriatic Fundus Photography (Bilateral) | Imaging | 1 | $120.00 | $120.00 |
| 5 | Corneal Topography & Pachymetry Assessment | Diagnostic | 1 | $140.00 | $140.00 |
| 6 | Intraocular Pressure Measurement (Goldmann Applanation Tonometry) | Diagnostic | 1 | $65.00 | $65.00 |
| 7 | Visual Field Testing (Humphrey 30-2 Perimetry, Bilateral) | Diagnostic | 1 | $195.00 | $195.00 |
| 8 | Prescription Eyeglasses – Premium Anti-Reflective Lenses (Bifocal) | Corrective Product | 1 pair | $620.00 | $620.00 |
| 9 | Acetate Frame – Designer Collection (Selected In-Store) | Corrective Product | 1 | $340.00 | $340.00 |
| 10 | Follow-Up Consultation (30-Day Post-Exam Review) | Consultation | 1 | $75.00 | $75.00 |
| Subtotal | $2,110.00 |
| NYC Sales Tax (8.875%) | $187.26 |
| Estimated Insurance Adjustment (Aetna Vision) | -$410.00 |
| Estimated Patient Responsibility | $1,887.26 |
Terms & Conditions of This Quotation Estimate
- This Quotation Estimate is valid for thirty (30) calendar days from the date of issuance. Pricing for corrective products, including lenses and frames, is subject to change based on manufacturer availability and exchange rate fluctuations.
- All optometric services described herein will be performed by Dr. Eleanor Whitfield, O.D., a licensed Optometrist in the State of New York, United States, or by a credentialed associate under her direct supervision at our New York City practice.
- The estimated insurance adjustment is based on current Aetna Vision Plan benefits as of the date of this Quotation Estimate. Actual reimbursement may vary depending on pre-authorization status, deductible fulfillment, and plan-specific coverage limits. The patient is responsible for any difference between the estimated and actual insurance adjustment.
- New York City sales tax of 8.875% applies to all tangible corrective products (lenses, frames, and accessories). Diagnostic and professional optometric services are exempt from sales tax under New York State Tax Law Section 1105(c)(1).
- Payment is due at the time of service or product dispensing. We accept all major credit cards, HSA/FSA cards, and personal checks. A 1.5% surcharge applies to checks returned for insufficient funds.
- This Quotation Estimate does not constitute a binding contract. Final charges may be adjusted if additional diagnostic procedures are deemed medically necessary during the examination. The patient will be informed of any additional costs prior to their authorization.
- All patient records, diagnostic images, and prescription data are maintained in accordance with the Health Insurance Portability and Accountability Act (HIPAA) and New York State Public Health Law Article 27-F.
- Should the patient wish to cancel or reschedule, a 24-hour notice is required. Cancellations within 24 hours of the scheduled appointment will incur a $50.00 administrative fee.
- This Quotation Estimate is prepared exclusively for the named client and may not be transferred to a third party without written consent from Manhattan Vision & Optometry Center.
Authorized Signature – Optometrist
Dr. Eleanor Whitfield, O.D.
Manhattan Vision & Optometry Center
New York City, United States
Client Acknowledgment
Jonathan R. Caldwell
Date: ____________________
Signature: ____________________
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