Psychiatrist Invoice Template

Psychiatrist invoices should focus on service date and session type while keeping clinical details private.

Service details

• Service date
• Session type (evaluation, follow-up, medication management, therapy)
• Provider name (optional)
• Patient name (optional, depending on context and privacy practices)

Common line items

• Initial psychiatric evaluation
• Follow-up appointment
• Medication management visit
• Therapy session
• Telehealth session
• Clinical documentation/forms

Totals

• Subtotal, tax (if applicable), total due
• Payment terms and record-keeping notes

Psychiatry invoices often include different appointment types.

Typical service categories

• Initial evaluation (longer, more comprehensive)
• Follow-up visits
• Medication management
• Therapy sessions (when provided)
• Telehealth appointments

Using a “Session type” field helps the invoice match what the patient received without listing sensitive clinical information.

Many clients use invoices for reimbursement, but invoices should stay administrative.

Best practices

• Avoid diagnoses and detailed clinical notes on invoices
• Use session type labels instead of clinical detail
• Keep service date and provider info clear

This balances documentation needs with privacy considerations.

Patients may submit invoices to insurers or employers.

Best practices

• Include service date and session type
• Provide an itemized statement when requested
• Keep wording consistent across invoices

Reimbursement requirements vary, so providing a clean, itemized invoice format helps reduce back-and-forth.