A Medical Invoice is used by those that offer medical services to charge for both the time spent servicing the patient as well as the medications used to treat them. Issuing an official medical invoice not only increases the likelihood of being paid on time by the patient, but it decreases liability on the behalf of the medical practitioner, as it ensures all services and prescriptions are recorded appropriately. Additionally, serving an invoice allows end-of-year accounting to be conducted far more efficiently. The Medical Invoice Template is available in 4 formats, which include Adobe PDF (.pdf), Microsoft Word (.dotx), Rich Text File (.rtf), and Excel (.xlsx). To complete the invoice in both PDF and Word, check out the how-to below.
How to Write in PDF & Word
Step 1 – Enter the name and contact information of the medical provider in the header area.
Step 2 – Directly below, enter the details of the patient and their physician. This includes an invoice number (if applicable to the patient), the patient’s name, address, phone number, email, administration date, the date the payment is due by, and finally the physician’s name.
Step 3 – Next, for each service provided to the patient, enter the Service Date, a brief description of the Service Performed, the Medication that was prescribed (if any), the Fee, the Adj (if any for the particular service), and the total amount for each service.
Step 4 – Enter any notes the doctor may have for the patient in either of the two comment boxes. Typically, the first comment box is used as a location for the patient to enter their credit or debit card information to pay for the invoice immediately. However, it is up to the doctor’s discretion as to how he or she would like to use the two comment areas.