Invoice templates / Medical invoice template

Medical invoice template

Some of your patients might not fully understand the complex system that pays for their medical care – so it’s important for you to use your valuable time efficiently and less on time-consuming invoicing. Use one of our specially designed medical invoice templates to bill quickly and properly for your expertise. These professional, organized templates in Word, Excel, PDF, Google Docs, and Google Sheets will help you get back to your patients – as well as keep your payments coming in!

Choose the best invoice template for your medical services

Medical

Download, customize, and use this invoice for all your patients. Whether you are a family doctor, or specialize in a particular field of medicine, this invoice template will capture all your payment details.
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Speech therapy

You work in a complex area of expertise, and no two patients have the same speech therapy needs. That means your invoices can’t be the same either. Include all the details for the therapy you provide with this free, customizable invoice template.
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Chiropractors

You help people align their bodies and feel better without surgery or medication. Don’t waste your energy creating invoices when you could be helping your patients. This professional invoice template can be customized for all your invoicing needs.
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Occupational therapy

Your elderly and disabled patients rely on you to help them function in their homes and get on with the daily routines of life. You can rely on this free invoice template for all your invoicing needs, and ensure you are compensated for your expert care.
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Pharmacy

This easy-to-use, customizable invoice template is perfect for when you need to bill your customers for uninsured pharmacy services. Simply add or subtract lines to format the template for your exact needs.
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Alternatives to using medical invoice templates

Make your medical practice a success by finding out more about what Wave can offer you. Save time and take administrative work off your hands by trying our free automated invoicing and accounting.

Why medical professionals should send great invoices

You provide medical care to keep people healthy (physical therapy, psychology, home health care practitioner, etc.), and in some cases, literally save their lives. That means you need a flexible, detailed invoice that covers the variety and intensity of services you provide.

In addition, billing for medical services can get complicated if you need to bill a combination of payers, such as the government and private insurers, as well as collect a deductible from your patients. Your invoices need to be highly organized and easy-to-understand so everyone involved knows exactly what you are charging for.

A sophisticated, well-designed invoice also reflects positively on your image as a health care professional, and creates credibility and confidence in your medical expertise.

What should be included on an invoice for medical professionals

Make sure you are compensated for your medical knowledge and expertise with an invoice that includes all the relevant information.

  • Select an invoice template from our wonderful variety of elegantly designed templates created especially for medical professionals
  • Download the invoice template in the format you prefer to use, such as Word, Excel, PDF, Google Docs, or Google Sheets. It’s easy to do – and it’s free!
  • Add your name and up-to-date contact information
  • If appropriate, add in your clinic or personal logo, and website address – as well as any area you specialize in, and your medical qualifications
  • Put in your patient’s name and contact information, and their insurance company’s contact information, if required.
  • Generate a unique invoice number
  • Insert the invoice date and the payment due date
  • List all the medical services you provided, along with descriptions of each and the fee. You can also choose to add a line explaining why each of these services was important for the overall treatment of the patient
  • Depending on who is being billed for the cost, add any appropriate diagnostic codes and any information needed to submit health insurance claims. If the patient needs to pay a deductible, include the details. The template is fully customizable so you can add as many lines as needed
  • Calculate the total cost, including applicable tax, and enter the total
  • Add your payment terms, as well as all methods of payment you accept
  • You probably have a close relationship with your patients, so if appropriate, add a personal line at the end to encourage them in their treatment, or to record a significant milestone in their care
  • Make sure you save a copy for your medical records – and give a copy to the appropriate payers

Ready to send out professional invoices?

When is the right time to send a medical invoice?

The time to send your invoice depends upon your patient and the medical care you provide. If it’s an assessment, diagnosis, or one-time treatment, you may want to give the invoice to the patient immediately after the session.

If you are seeing a patient on a regular, ongoing basis, or for an extended treatment plan – it’s a good idea to decide on a payment schedule. This keeps your revenue flowing in, while ensuring manageable, regular payments for your patients.

Even if the government or a private insurer covers the cost for the patient, you still need to invoice them for the cost of the service provided to the patient.

Invoicing tips for medical professionals

You help your patients feel better and stay healthy. Ensure your financial health by getting paid promptly and properly for your critical medical expertise.

Include notes

A customizable invoice template has room to include any special notes for your patient, such as the time of their next appointment, medications they are using, and any self-care you have suggested.

Other expenses

If you incur any additional expenses while working with a patient, such as travel, include an expense report along with the applicable receipts when you send in your invoice. Explain exactly what each expense is for so your patient knows why they are being billed.

Keep a record of your patients

Numbered invoices help you keep track of all your patients and the particulars of their care. A patient code is also useful to track all the appropriate invoices for their care, and keep their account organized and up-to-date.

Accept a variety of payment methods

If your patient is responsible for the fee, or if they need to pay a deducible for your services, make it convenient for them by accepting a variety of payment methods, such as e-Transfers, debit cards, and other online payment methods.

Free Invoice Template vs. Wave Invoicing Software

Make your medical practice a success by finding out more about what Wave can offer you. Save time and take administrative work off your hands by trying our free automated invoicing and accounting.

Wave
Free Invoice Template
Pricing
Wave
$0/month, free forever
Free Invoice Template
Free
Send unlimited invoices and see when clients open them
Wave
Free Invoice Template
Invoice anytime & accept payments online
Wave
Free Invoice Template
Send automated late payment reminders
Wave
Free Invoice Template
Your customers automatically get a receipt when they make a payment
Wave
Free Invoice Template
Track sales and sales taxes for accounting
Wave
Free Invoice Template
Add business partners or accountants as collaborators
Wave
Free Invoice Template
Connect your bank account easily
Wave
Free Invoice Template
Account-approved reporting for year-end
Wave
Free Invoice Template