A medical receipt is a written record of a payment transaction from a patient to a medical institution or organization. The issuing party generally sends this to the patient following the patient’s payment of a medical bill invoice. Patients need to save medical receipts for their tax returns and insurance reimbursements, if applicable.
What to Include
- Description of each service performed;
- Medical institution’s information (name, address, phone, email);
- Medical practitioner’s name, address, phone number, and license number;
- Name, description, and dosage of each medication administered;
- Patient’s information (name, address, phone, email);
- Payment method (cash, check, credit card, other);
- Receipt number;
- Signatures of both parties;
- Summary of charges:
- Billing codes;
- Cost of each service performed and medication administered,
- Cost of add-ons (if applicable),
- Quantities of items and add-ons,
- Subtotal,
- Tax rate,
- Total taxes due,
- Total amount due,
- Amount paid, and
- Outstanding balance (if applicable); and
- Transaction date.