Log In The Best Invoicing for Medical Professionals
Get paid 2x faster. FreshBooks’ smart online invoicing software helps medical professionals create straightforward invoices that are simple to understand and easy to pay.
Join 24 million people who have used FreshBooks
Medical Invoice Template
Don’t get bogged down by paperwork. Download the free invoice template designed just for medical professionals and spend more time doing what you love and less time invoicing.
Get Your Free Medical Invoice Template
Billing for health care services can get complicated if you’re simultaneously billing Medicare and insurance companies and also asking clients for payments like deductibles.
Medical professionals need crystal-clear invoice templates to cut down on confusion, speed up their invoicing process and get paid.
Download FreshBooks’ medical invoice templates in popular formats like Word, Excel, PDF, Google Docs and Google Sheets. Then, customize them to suit your needs.
You can find more free invoice templates in the FreshBooks invoice gallery.
Download a Medical Invoice Template
Invoice with FreshBooks
Invoice with FreshBooks
Invoice with FreshBooks
What Is a Medical Invoice Used For?
A medical invoice is used to bill patients for medical services and products provided by healthcare professionals.
- Speech therapists
- Chiropractors
- Massage therapists
- Health care providers
- Occupational therapists
- Dentists
- Acupuncturists
- Optometrists
- Opticians
- Cosmetic surgeons
- Podiatrists
- Audiologists
- Personal care workers
Medical professionals charge their clients using one of these methods:
- Per service standard fee
- Flat fee
- Hourly rate
- Assessment fee
Medicare or insurance doesn’t cover every type of medical service. Even if they cover a particular service 100 percent, medical professionals still need to invoice the government or insurance providers for the cost of the service provided to the patient.
A medical service invoice is used to bill patients in a variety of ways. They can invoice for private pay where the patient covers the entire fee. Or they can invoice for coinsurance, deductibles or copayments.
How to Create a Medical Invoice
Create a medical invoice by following these steps:
- Download your free medical invoice template
- Add your contact information: company name, your name, address, email address and phone number
- Insert your company logo at the top
- Fill in your patient’s or insurance company’s contact information
- Add an invoice number, invoice date and payment due date
- List the services provided and details of each. Be as specific as possible.
- Add a diagnostic code for each service. Some providers limit how many codes you can bill per patient visit
- Add prices for each service. Find out the billable amount for each service if you’re working with Medicare or an insurance company. Bill the patient for the remainder, if necessary, or write it off
- Make sure you comply with provider requirements. Figure out if you need to bill a patient a deductible, coinsurance or copayment
- Add sales tax, if required by your state
- Add anything that affects the total such as discounts, balance owing, credits etc.
- Calculate the total
- Insert payment terms such as late fees and accepted payment methods
- Send the completed billing invoice to your client online via email. Or print it off and send via regular mail
Invoice Types for Medical Professionals
The type of service you provide determines what type of billing invoice template to use. Perhaps you performed a one-off service or this is an ongoing relationship.
Here are common invoice forms for medical professionals:
- Automatic Invoice: The best option if you need to invoice for the same amount every billing cycle for standard services. The same invoice can be used and sent
- Standard Invoice: The standard option you can use to bill for many different services and billing methods
- Automatic Invoice: The best option if you need to invoice for the same amount every billing cycle for standard services. The same invoice can be used and sent
- Prepaying Invoice: Used to charge a patient for a deposit or deductible
- Credit Invoice: This invoice lets you issue a refund or a discount to settle a billing dispute or correct a mistake
- Debit Invoice: Best for charging for extra work. Issue a debit invoice to account for additional services and revise the outstanding balance
- Mixed Invoice: This invoice is used to both bill for work and issue a refund or discount simultaneously. Save time by combining these two functions
Download a Medical Invoice Template for Free
Download the free medical invoice template and quickly create professional invoices for your healthcare business, whether you’re based in the US, Canada, the UK or beyond.
Patients can get confused about what Medicare and insurance providers do and don’t cover. This straightforward, clear invoice template makes it easier for patients to understand what they owe you and why.