Invoicing Templates for Physical & Occupational Therapists

Invoicing Templates for Physical & Occupational Therapists

Invoicing Templates for Physical & Occupational Therapists

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Whether you're helping clients recover from injury, improve mobility, or regain independence after surgery — your sessions are tailored, hands-on, and essential. Your invoices should be just as structured, clear, and professional.

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Loved by 100k+ business owners and finance teams across the globe.

Loved by 100k+ business owners

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Built to Earn
Your Trust

Proven. Trusted. Scalable.

GoInvoice provides a customizable, HIPAA-conscious invoice template built specifically for physical and occupational therapy professionals. Bill for evaluations, treatment sessions, equipment, documentation, and home exercise programs — with flexible formats for private pay, insurance reimbursement, or long-term care contracts.

“You rebuild movement — GoInvoice keeps your income moving smoothly.”

Industry Use Case Overview

Why Invoicing Matters for PT & OT Professionals

Why Invoicing Matters for PT & OT Professionals

Why Invoicing Matters for PT & OT Professionals

Rehabilitation care spans multiple sessions and progress milestones:

  • Initial assessments and functional movement evaluations

  • One-on-one therapy sessions (in-clinic, at home, or virtual)

  • Modalities (e.g., ultrasound, TENS, hot/cold therapy)

  • Adaptive equipment recommendations or training

  • Home exercise programs and caregiver education

  • Documentation for insurance, Medicare, or workers’ comp

GoInvoice helps you organize it all — while making your billing professional, transparent, and easy for clients and third parties to understand.

Free templates

Free templates

Download Ready-to-Use Physical & Occupational Therapists Invoice Templates

Download Ready-to-Use Physical & Occupational Therapists Invoice Templates

Initial Therapy Evaluation Invoice
Initial Therapy Evaluation Invoice
Initial Therapy Evaluation Invoice

Initial Therapy Evaluation Invoice

Initial Therapy Evaluation Invoice

Initial Therapy Evaluation Invoice

PDF

Excel

Word

Individual Therapy Session Invoice
Individual Therapy Session Invoice
Individual Therapy Session Invoice

Individual Therapy Session Invoice

Individual Therapy Session Invoice

Individual Therapy Session Invoice

PDF

Excel

Word

Home Therapy Services Invoice
Home Therapy Services Invoice
Home Therapy Services Invoice

Home Therapy Services Invoice

Home Therapy Services Invoice

Home Therapy Services Invoice

PDF

Excel

Word

Workplace Ergonomics Assessment Invoice
Workplace Ergonomics Assessment Invoice
Workplace Ergonomics Assessment Invoice

Workplace Ergonomics Assessment Invoice

Workplace Ergonomics Assessment Invoice

Workplace Ergonomics Assessment Invoice

PDF

Excel

Word

Group Rehabilitation Program Invoice
Group Rehabilitation Program Invoice
Group Rehabilitation Program Invoice

Group Rehabilitation Program Invoice

Group Rehabilitation Program Invoice

Group Rehabilitation Program Invoice

PDF

Excel

Word

Retainer for Therapy Services Invoice
Retainer for Therapy Services Invoice
Retainer for Therapy Services Invoice

Retainer for Therapy Services Invoice

Retainer for Therapy Services Invoice

Retainer for Therapy Services Invoice

PDF

Excel

Word

Why Use a Physical & Occupational Therapy Invoice Template?

Why Use a Physical & Occupational Therapy Invoice Template?

Bill Per Session, Treatment Plan, or Rehab Phase

Fits short- or long-term care models

Charge for initial evaluations, per-visit therapy, or bundled recovery plans.

Include Modalities, Equipment, & Education Time

Capture every value touchpoint

Add assistive tools, progress coaching, and time spent on client education.

Track Recurring Appointments & Insurance-Friendly Notes

Great for outpatient and home health

Automate weekly invoices or rehab program cycles with clear CPT-style descriptions.

Attach Progress Reports, Goals, or Care Summaries

Support clients & payers alike

Upload SOAP notes, outcome measures, and PT/OT goals for reimbursement or clarity.

Step-by-Step

How to Create a Therapy Invoice in 3 Easy Steps

How to Create a Therapy Invoice in 3 Easy Steps

How to Create a Therapy Invoice in 3 Easy Steps

Start with Client & Treatment Details

Start with Client & Treatment Details

Include patient name, treatment type (e.g., “Post-Op Knee Rehab – Week 4”), and service date.

List Services, Duration, and Tools Used

List Services, Duration, and Tools Used

Break down exercises performed, modalities applied, and any at-home care materials provided.

Attach Notes or Reports & Send with Ease

Attach Notes or Reports & Send with Ease

Add care summaries or goals — then send the invoice via GoInvoice with reminders and tracking enabled.

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Real-World Example

Movement That Matters. Billing That Works.

Movement That Matters. Billing That Works.

Movement That Matters. Billing That Works.

Business: Elevate Motion Therapy
Type: Hybrid PT/OT clinic serving adults and seniors
Use Case:
“We work with post-surgical and aging clients. GoInvoice lets us track per-session billing, upload care summaries, and handle both insurance-friendly and private-pay invoices — it’s simplified our back office and client communication.”

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FAQ’s

Frequently Asked Questions

Frequently Asked Questions

Can I bill for evaluations, sessions, and equipment in one invoice?
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Can I bill for evaluations, sessions, and equipment in one invoice?
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Can I set up recurring billing for ongoing care plans?
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Can I set up recurring billing for ongoing care plans?
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Can I attach notes or documentation for reimbursement?
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Can I attach notes or documentation for reimbursement?
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Does GoInvoice support both PT and OT needs?
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Does GoInvoice support both PT and OT needs?
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🚀 Ready to Bill Like a Pro?

🚀 Ready to Bill Like a Pro?

🧾 Support Functional Recovery — With Functionally Beautiful Invoices

✔️ Built for physical therapists, occupational therapists & rehab specialists
✔️ Handles assessments, sessions, supplies, and care planning
✔️ Keeps billing clean, clear, and reimbursement-ready

👉 Try GoInvoice’s Physical & Occupational Therapist Invoice Template — and make your therapy practice as structured behind the scenes as it is in session.

Happy Users

Real Feedback. Real Results.

Trusted by 100+ happy clients, powering over $250M+ in invoicing.

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Happy Users

$0+

$0+

Invoices generated

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Average Rating

  • "GoInvoice.io has completely transformed how we handle billing. The intuitive interface and customizable templates save us hours each week. It’s a must-have for any small business!"

    Jessica T.

    Freelance Graphic Designer

  • "With GoInvoice.io, I can send professional invoices in minutes and track payments effortlessly. My clients love the clarity, and my cash flow has never been better!"

    Michael L.

    IT Consultant

  • "As someone who’s not tech-savvy, I was amazed by how easy GoInvoice.io is to use. It’s made invoicing stress-free and keeps me organized with reminders and payment tracking."

    Samantha R.

    Yoga Instructor

  • "Our growing agency needed an invoicing tool that could keep up with our client base. GoInvoice.io delivers every time with seamless features and excellent support."

    David S.

    Marketing Agency Owner

  • "The invoice templates are sleek and professional, and the ability to customize them to match my brand is fantastic. GoInvoice.io has elevated my client interactions."

    Emily H.

    Event Planner

  • "The customer support team at GoInvoice.io is incredible. They’re quick to respond and always have a solution. The platform is reliable, and the service is unmatched."

    James M.

    Software Developer

Happy Users

Real Feedback. Real Results.

Trusted by 100+ happy clients, powering over $250M+ in invoicing.

0+

0+

Happy Users

$0+

$0+

Invoices generated

0.0

0.0

Average Rating

  • "GoInvoice.io has completely transformed how we handle billing. The intuitive interface and customizable templates save us hours each week. It’s a must-have for any small business!"

    Jessica T.

    Freelance Graphic Designer

  • "With GoInvoice.io, I can send professional invoices in minutes and track payments effortlessly. My clients love the clarity, and my cash flow has never been better!"

    Michael L.

    IT Consultant

  • "As someone who’s not tech-savvy, I was amazed by how easy GoInvoice.io is to use. It’s made invoicing stress-free and keeps me organized with reminders and payment tracking."

    Samantha R.

    Yoga Instructor

  • "Our growing agency needed an invoicing tool that could keep up with our client base. GoInvoice.io delivers every time with seamless features and excellent support."

    David S.

    Marketing Agency Owner

  • "The invoice templates are sleek and professional, and the ability to customize them to match my brand is fantastic. GoInvoice.io has elevated my client interactions."

    Emily H.

    Event Planner

  • "The customer support team at GoInvoice.io is incredible. They’re quick to respond and always have a solution. The platform is reliable, and the service is unmatched."

    James M.

    Software Developer

Happy Users

Real Feedback. Real Results.

Trusted by 100+ happy clients, powering over $250M+ in invoicing.

0+

0+

Happy Users

$0+

$0+

Invoices generated

0.0

0.0

Average Rating

  • "GoInvoice.io has completely transformed how we handle billing. The intuitive interface and customizable templates save us hours each week. It’s a must-have for any small business!"

    Jessica T.

    Freelance Graphic Designer

  • "With GoInvoice.io, I can send professional invoices in minutes and track payments effortlessly. My clients love the clarity, and my cash flow has never been better!"

    Michael L.

    IT Consultant

  • "As someone who’s not tech-savvy, I was amazed by how easy GoInvoice.io is to use. It’s made invoicing stress-free and keeps me organized with reminders and payment tracking."

    Samantha R.

    Yoga Instructor

  • "Our growing agency needed an invoicing tool that could keep up with our client base. GoInvoice.io delivers every time with seamless features and excellent support."

    David S.

    Marketing Agency Owner

  • "The invoice templates are sleek and professional, and the ability to customize them to match my brand is fantastic. GoInvoice.io has elevated my client interactions."

    Emily H.

    Event Planner

  • "The customer support team at GoInvoice.io is incredible. They’re quick to respond and always have a solution. The platform is reliable, and the service is unmatched."

    James M.

    Software Developer

Streamline Your Invoicing Process

Get in touch to explore how GoInvoice can simplify your business finances.

© 2025 GoInvoice.io. All rights reserved.

Streamline Your Invoicing Process

Get in touch to explore how GoInvoice can simplify your business finances.

© 2025 GoInvoice.io. All rights reserved.