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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.

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invoice template general

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.

Invoice with FreshBooks instead.

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 Templates

Medical Billing

Invoice Templates

Get paid fast with this frill-free, basic invoice template. It’s easy for the client to understand, cutting down on future questions and delayed payments. Simply fill out a few essential fields and it’s ready to go.

Download as:

Speech Therapy

Invoice Templates

A comprehensive invoice template that lets you add detailed service descriptions and calculate the total based on your hourly rate. Add a customized message at the bottom to thank your client for their business.

Download as:


Invoice Templates

A smart but straightforward invoice form that makes it easy for patients to understand what you’re billing for and how much they owe, especially if you’re accounting for Medicare or insurance contributions.

Download as:

Invoice with FreshBooks

Invoice Templates


Invoice Templates

Easily bill your customers for uninsured clinical and professional pharmacy services. Plug in detailed service descriptions, service dates and your professional fees and you’re ready to send the invoice to the customer.

Download as:

Health Care

Invoice Templates

No matter your specialty, this versatile health care template lets you bill your patients stress-free. Customize the format to suit your needs or keep it as it is to make your invoicing system quick and painless.

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Occupational Therapy

Invoice Templates

This occupational therapy invoice form makes it simple to bill your clients either for a fixed fee or hourly rate as well as private pay or deductibles. Eliminate confusion with a straightforward format.

Download as:

Invoice with FreshBooks

Invoice Templates

Medical Bill Template

Invoice Templates

Get paid faster with this detailed medical bill template. Include a payment due date as well as payment terms such as payment methods accepted and late fees. Easily add an outstanding balance to the total, too.

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Sample Medical Invoice Template

Invoice Templates

This sample medical invoice template works for a variety of healthcare professions, and makes invoicing quick and easy. Detail services provided, mention if insurance covers these services and how much the patient owes.

Download as:

Free Medical Invoice Template

Invoice Templates

Late payments can hurt medical professionals’ cash flow. This free medical invoice template won’t make any demands on your budget. It’s also clear and comprehensive so that patients are more likely to pay you faster.

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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:

  1. Download your free medical invoice template
  2. Add your contact information: company name, your name, address, email address and phone number
  3. Insert your company logo at the top
  4. Fill in your patient’s or insurance company’s contact information
  5. Add an invoice number, invoice date and payment due date
  6. List the services provided and details of each. Be as specific as possible.
  7. Add a diagnostic code for each service. Some providers limit how many codes you can bill per patient visit
  8. 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
  9. Make sure you comply with provider requirements. Figure out if you need to bill a patient a deductible, coinsurance or copayment
  10. Add sales tax, if required by your state
  11. Add anything that affects the total such as discounts, balance owing, credits etc.
  12. Calculate the total
  13. Insert payment terms such as late fees and accepted payment methods
  14. 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 Free Templates

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.

Upgrade Your Invoice Template with FreshBooks

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