Doctor Invoice Template

Doctor invoices should be clear for patients and usable for reimbursement or record keeping.

Patient and provider details

• Patient name (where appropriate)
• Provider/physician name
• Service date
• Visit type (in-person or telehealth)

Services provided

• Consultation or office visit
• Follow-up visit
• Procedures or treatments
• Lab review or results consultation
• Medical letters or documentation

Itemization

• Each service listed with a clear label
• Quantity and rate for transparency
• Notes when services are bundled

Totals

• Subtotal, tax (if applicable), total due
• Payment instructions and references

Private practice invoices often differ by visit type.

Common visit categories

• New patient consultation
• Established patient follow-up
• Telehealth visit
• Procedure or treatment visit
• Results review and counseling

Using a “Visit type” field helps keep invoices consistent and reduces confusion, especially for telehealth services.

Many clinics bill more than just consultation time.

Common add-ons

• Minor procedures or treatments
• Results review consultation
• Medical notes, letters, or forms

Itemizing these services helps patients understand charges and can support reimbursement or employer documentation requests.

Patients may submit invoices to insurers or employers for reimbursement.

Best practices

• Include service date and provider name
• Use clear service labels
• Provide an itemized statement when requested

Keep in mind that reimbursement depends on payer requirements; the invoice should be accurate and consistent with services delivered.