If you are just getting started in private practice, don’t forget that you will need receipts. Here is the information that you will need to include on your receipt:
- Date of Service,
- Client’s Name,
- Diagnosis,
- Time Spent in Session,
- CPT Codes for the Services You Offer,
- Your Fee for Service,
- Amount of Payment,
- Your Professional Name and Credentials,
- Your Phone Number,
- Your Full Address (both office location and mailing),
- Your Mental Health License Number(s),
- Your National Provider Identification Number (often referred to as NPI#), and
- Your Federal Tax Identification Number (often referred to as EIN#).
You can go to office supply stores like Office Depot, to have three-ply copies of receipts made. Or, you can order large quantities through online suppliers like Medical Art Press. If you use other suppliers for printing your receipts for professional services, feel free to suggest them below!
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Hi Tamara,
Are you referring to receipts that we are giving our clients for services? Sort of like invoices?
Yes, Carla, that is what I am referring to. An invoice or bill is what you give to someone to tell them that they owe you money and a receipt is your acknowledgment that a payment has been received.
Does Medical Art Press have receipts specifically for mental health professionals? I looked at the web site and cannot seem to find MH specific products. Thank you.
Hi, Ana. Thanks for dropping back in. Yes, they do have them for psychiatrists / psychotherapists. You may have to call them to find out where they are located on the website. As an alternative, I think you can also choose to create your own and have them opy and pad it for you. Let us know what you end up doing and if you are happy with the results!
Tamara, this is very helpful. Thank you. Do you think this also applies (not to the same extent, but similarly) to therapists providing clinical supervision services?
Roia! Thanks for dropping in here to join the conversation! Yes, I do believe that clinical supervisors should also provide receipts to supervisees. You can create an entirely different receipt for supervision services or simply amend your psychotherapy receipt to include a place for supervision. I have opted to do the latter and include places for “Clinical Supervision,” “Consultation,” and “Training.”
Roia, I also wanted to say that I noticed you included me among your Blogs I Like to Read links on your website. Thank you. I, too, really enjoy your writing . . . it’s very personal . . . unfiltered . . . and reminds me of the need we all have to be self-reflective of our own processes. You’ve unknowingly prodded me to add a section (this weekend!) of psychotherapists’ blogs that I particularly appreciate – starting with yours.
I hope you’ll drop back in often and join the conversations here as we continue to build our community of therapists in private practice!
Thank you Tamara! I wrote and they say that they don’t have any available, but I can have a form customized.
Ana, I’m glad to be of help! I’m looking forward to hearing about your practice and hearing your voice back here with us again!
Since you focus on the cash only practice, I assume that we give the receipt so that the client may bill their insurance? Seems obvious but I wanted to be clear. Thanks.
Gosh, Allen. I think I missed seeing your question until today! So sorry!
And, thanks so much for dropping in to ask for clarification. I give receipts to my clients for several reasons . . . . It’s the professional thing to do. Some may choose to file them with their insurance companies, thus requesting reimbursement. And, they may also wish to file them as tax deductions on their income taxes (as “medical” expenses).
My clients often ask for receipts. Am I suppose the dx,cpt code, npi and my federal tax id which is my social security number to clients? Some of the people I deal are not entirely stable-personality d/o?
Hi, Ky! Welcome to Private Practice from the Inside Out and thanks for asking for clarification. Receipts are used for at least three different purposes. In all cases, you should include your federal tax ID instead of using your social security number. With so much identity theft, using your social security number as your federal tax ID is very risky.
The first reason to give your client a receipt is that it is simply a professional way to document a financial transaction.
The second reason is that some clients will want to use a receipt for tax purposes – filing it as a medical or business expense depending on the work you did with your client. If the receipt is being used for this purpose, you do not need to include a diagnosis, CPT code, or NPI #.
The third reason a client may want a receipt is to obtain reimbursement from their insurance company or from a health spending account for a portion of your fee. If this the case, you may need to include a formal diagnosis, CPT code, and NPI #.
I handle these differences by including my federal tax ID and NPI# on all receipts and include places to fill in a diagnosis and CPT code only as needed.
Ky, I hope this helps and that you’ll check back in here often to join the discussion!
Straightforward and well crafted, ty for the post. Is it alright to post a number of this on my page basically post a hyperlink for this page?
Of course! I’m always happy to have you link back to my posts!
Straightforward and well written, ty for the post. Is it alright to post a number of this on my page if I post a link for this page?
You are always welcome to link back to my posts! Thanks so much for asking!
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