Free Occupational Therapist Invoice Template & Generator
Build occupational therapy invoices for evaluations, treatment sessions, home modifications, and sensory integration therapy.
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What to include on a Occupational Therapist invoice
Your invoice needs the session date, duration, and type of service you provided. Include your registration number and tax ID. Insurance companies want procedure codes, so add the CPT codes for each service. If you're billing a client directly, spell out what you did in plain language like "home safety assessment" or "fine motor skills therapy" because most people don't know what the codes mean. Keep notes about medical necessity handy in case insurers ask questions later.
Most OTs bill after each session or weekly for regular clients. Insurance reimbursement can take 30 to 60 days, so set your personal pay clients to net 15 or ask them to pay at time of service. Some therapists collect a credit card on file to avoid chasing payments. If you do home visits, bill for travel time separately when appropriate and allowed by the payer.
Double check that your CPT codes match your documentation before you submit anything. A mismatch between what you invoiced and what's in your notes will delay payment or get your claim rejected entirely. This happens all the time when therapists rush through billing at the end of the week. Take five extra minutes to verify everything matches.
Frequently asked questions
How do occupational therapists charge?
OT sessions cost $100–$250. Evaluations run $200–$500. Home assessments are $150–$300. Insurance typically covers medically necessary OT.
What should an OT invoice include?
Include patient name, CPT codes (97165–97168 for evaluation, 97530 for treatment), diagnosis codes, session duration, and insurance vs. private pay designation.
Can occupational therapists bill insurance?
Yes. Licensed OTs can bill Medicare, Medicaid, and most private plans. Use appropriate CPT codes and include a referral if required by the payer.