1️⃣ Business Information

✔️ Business Name (or your name if self-employed)
✔️ Business Address
✔️ Contact Information (phone, email, website)
✔️ Logo (optional but adds professionalism)

2️⃣ Receipt Details

✔️ Receipt Number (for tracking)
✔️ Date of Issue

3️⃣ Customer Information

✔️ Customer’s Name
✔️ Customer’s Contact Information (if needed)

4️⃣ Transaction Details

✔️ Description of Goods/Services Provided
✔️ Quantity
✔️ Price per Item/Service
✔️ Subtotal

      5️⃣ Payment Information

      ✔️ Payment Method (Cash, Credit Card, Bank Transfer, etc.)
      ✔️ Taxes (if applicable)
      ✔️ Discounts (if any)
      ✔️ Total Amount Paid

      6️⃣ Additional Notes

      ✔️ Refund/Return Policy (if relevant)
      ✔️ A “Thank You” message for professionalism

      7️⃣ Signature

      ✔️ A signature or stamp of the practitioner for authenticity

      💡 TIPS:

      Writing a professional receipt involves including key details to ensure clarity, accuracy, and professionalism.

      Step 1: Determine the Guest’s Insurance Reimbursement Coverage

      There are two ways to check:

      1️⃣ Review the guest’s paper insurance manual or online account.
      2️⃣ Call the insurance company in front of the guest (the phone number is on the back of the insurance card) to inquire about coverage details. Since the insurance company needs to verify the guest’s identity, they will only provide specific reimbursement details after authorization.

      📌 Click here to download the Insurance Coverage Record Form to document relevant information. This will be the basis for issuing receipts later.

      Services Eligible for Reimbursement by an Osteopath:

      ✅ Osteopathic Treatment
      ✅ Support Braces: Back, shoulder, knee, elbow, wrist, and ankle braces
      ✅ Orthopedic Supplies: Compression stockings, custom orthotic insoles
      ✅ Rehabilitation Equipment: TENS (Transcutaneous Electrical Nerve Stimulation) Machine

      Step 2: Have the Guest Obtain a Doctor’s Prescription

      For health products to be reimbursed, a Doctor’s Referral Letter is required. The guest can obtain this from their family doctor or a walk-in clinic doctor. For example:

      ✅ Back pain → Ask the doctor for a Back Support prescription
      ✅ Leg swelling or fatigue → Ask the doctor for a Compression Stockings prescription

      Step 3: Issue a Receipt in the Correct Format

      📌 Click here to view receipt samples to ensure the format is correct. Incorrectly formatted receipts have a higher chance of being rejected by the insurance company.

      ⚠️ Important Tips 💡

      ✅ First-time reimbursement with a new insurance company must be submitted by mail rather than online.
      Reason: Your name might not yet be in the insurance company’s database, so if the guest submits online, they may not find your name in the system.

      📌 Click here to download the Claim Form, fill it out, and mail it along with the receipt to the insurance company.
      📌 Once received, the insurance company will add the therapist’s name to their database, allowing future online claims.

      ✅ Avoid using Direct Billing (insurance company pays you directly) for the following reasons:
      ❌ Tax Issues: If the insurance company pays you directly, you must declare it for tax purposes.
      ❌ Payment Risks: The guest may have exhausted their insurance coverage, leading to claim rejection, and you won’t get paid.

      ✅ The safest approach:
      📌 Charge the guest and issue a receipt for them to claim reimbursement.
      📌 Alternatively, assist the guest in filling out the Claim Form, and they can mail it to the insurance company themselves.

      This method helps avoid tax issues and ensures successful reimbursement for the guest!