📄 Invoice Template

Allied Health Invoice Template

Physio/chiro/psychology invoice. Example: Initial assessment $120, Follow-up treatment $85.

What an allied health invoice needs on it

• Your provider number, and the practitioner’s name if the practice bills under several
• The patient’s name and date of birth, which private health funds match on
• The date of each attendance, listed separately — funds reject invoices that merge a block of sessions
• The item number for each service, and a plain-English description beside it
• The fee charged, any amount already paid, and the balance owing
• Your ABN and practice contact details
• A referral date and referring practitioner, where the service was referred

Making the invoice work as a rebate claim

Most allied health invoices are handed straight to a health fund or uploaded to a Medicare claim, which means the patient is not really your audience — an assessor is. Funds decline on detail, not on substance: a missing provider number, a service date that reads as a range, two sessions on one line. The patient then calls you, not the fund.

• One line per attendance, never “6 sessions, March”
• Item numbers exactly as published — a transposed digit reads as a different service
• Show the gap the patient actually paid, so they can claim the right amount

Privacy on a document that leaves your practice

• Include only the clinical detail the claim requires — an invoice is not a progress note
• Send it to the patient, and let them pass it to the fund, unless they have asked otherwise in writing
• Store it under the same retention rules as the rest of the clinical record

Related templates

General information only — not legal, tax or financial advice. For contracts and tax documents, confirm your obligations with a qualified professional or the relevant authority.