What should a Health and Wellness invoice include?
List provider name, address, and contact info. Add NPI or license number if required. Include patient name, date of service, and invoice number. Itemize services with CPT or HCPCS codes, units, and rates. Add diagnosis codes when helpful. Show copay, discounts, and any products. Include subtotal, tax if applicable, and total due. State payment terms and method.
Are medical or therapy services taxed?
Many health services are tax-exempt, but rules vary. Goods like dental products, supplements, or glasses may be taxable. In the US, follow state sales tax rules. In Canada, apply GST/HST or GST plus PST where required. In the UK, some services by registered professionals are VAT-exempt. Always show the tax rate, tax amount, and total due.
Can my invoice help clients file insurance?
Yes. Provide a detailed invoice or superbill. Include provider name, NPI or license, patient details, date of service, CPT or HCPCS codes, ICD-10 codes, units, and fees. Add payer name if known and your signature line. The invoice is not a claim form, but it helps clients submit out-of-network reimbursement to their plan.
Should I use a template or a generator?
Use a template for one-off visits or simple cash pay. It is quick and flexible. Choose a generator if you bill often, track plans, or handle insurance notes. The tool saves patients and items, calculates units and totals, adds modifiers, and sends invoices with payment links and reminders. It also keeps history for repeat care.
What is the best way to send invoices securely?
Send a PDF by secure portal or encrypted email when possible. Keep only needed details. Avoid full birth dates if your policy allows. Add payment links to speed collection. State due dates, refund terms, and late fees. Mark invoices paid and attach receipts so patients can use them for HSA or FSA records.
How do I show time-based or unit-based services?
List each service with code, units, and minutes if relevant. Therapy codes often bill in 15-minute units. Add modifiers when needed by the payer. For home care, show hours and visit count. For acupuncture, separate initial exam, needles, and add-ons like cupping or herbs. Clear units help patients and auditors read the bill.
