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Medical Invoice Template is a medical records bill form that offers a free blank medical invoicing form and helps you create hospital bills and medical / home care invoices with an intuitive layout..
This free medical invoice form provided to you by InvoicingTemplate.com is in Microsoft Excel format. Even if you are looking for a medical bill template in Word format, or other medical office forms, InvoicingTemplate.com recommends you to consider our Excel-format medical bill design too. Microsoft Excel is Microsoft's best spreadsheet tool for formatting and calculating client-side data, which makes it the ideal platform for medical billing.
InvoicingTemplate.com offers this medical bill template in two editions - one freeware edition, and another edition that should work with Invoice Manager for Excel. Invoice Manager for Excel, originally named Excel Invoice Manager, is our billing software and invoicing software that has the ability to make a simple Excel spreadsheet format become powerful medical billing software.
This free template is the first of our serial of medical billing forms. Originally provided on UniformSoft.com at Medical Invoicing Layout, this template was designed for those hospitals and health care providers who offer medical care for infants, children and adolescents. The other medical billing templates on this serial will offer more variants and formats for you. While the term "medical invoice" is as bare bones as a name can get, medical invoices can actually be a source of confusion if not designed to provide information in a clear and organized manner. A medical invoice can be used at any health care service and assists the health care service provider to maintain health care records of patients. It is used to bill the patient and contains detailed information on the type of treatment or medical service provided to the patients at their time of hospitalization.
Although this free template, like all the other templates here on InvoicingTemplate.com, was created based on the sales invoice template shipped with Invoice Manager for Excel - this is necessary to make sure it works with Invoice Manager for Excel, being a medical bill means the form contains lots of new fields were added that could not be found on the default template shipped with Invoice Manager for Excel, including: Date of service (date field), additional payment fields that are line itemed next to description - Total Fee (editable within invoice), CoPay (editable within invoice), Insurance Reim (editable within invoice), Ins Contract Adjust (editable within invoice), Patient Responsibility (calculated automatically with the this formula: Total fee - CoPay - Insurance Reim - Ins Contract Adjust). Since the medical invoice format is designed for those who offer medical care for infants, children and adolescents, the "Bill To" and "Ship To" fields found on a general invoicing form are utilized a little differently. The "Bill To" would represent the head of household account member (i.e. Dad), while "Ship to" would be the actual patient information - This allows you to easily deal with families with multiple children.
On the bottom of the invoice form there are a group of checkboxes let you choose the payment type - Check, Visa, MasterCard, Amex, Discover. The signature and the additional "date" field are for handing writing. A medical invoice usually contains name of the medical organization, patient information such as their name, address, contact, name of the physician, and comprehensive details on the treatment performed and also information on medications sold to them. If you are using Invoice Manager for Excel, note that the newly added checkboxes, which could not found on the default template shipped with Invoice Manager for Excel, will be saved to database when the "Save To DB" button is clicked, and will be restored to the saved data if an invoice is reloaded from the backend database. This is a good sample of using custom fields with Invoice Manager for Excel, demonstrating that custom fields can not only work with general text fields, but also controls like checkboxes. If you are interesting in the implementation details of these checkboxes on the template, the secret behind the payment method checkboxes is in fact very simple - each payment type check box is linked to a hidden cell. It is this hidden cell Invoice Manager for Excel operates on to affect the payment type options.
If you use the Invoice Manager for Excel edition of this template, note that an invoice is marked as "paid" if the "Balance Due" cell is zero. By default, a paid invoice is not editable. Contact us for a hidden option if you need to be able to edit paid invoice. This design also implements a new feature, that if you fill in the "card holder name", the invoice will be paid. For this reason, if you run the Statement report, the "payment total" calculation will not work. We recommend you to remove this part from your statement report. This is because the template allows you to enter payment information on the invoice form; there are no separate payment records.
Since this form is designed in Microsoft Excel spreadsheet format, customizing the layout is easy and simple, as it will be shown in the other medical billing formats in this serials of templates.
Format and Specification
|Name||Medical Invoice Template (1)|
|Category||Service Invoice Template|
|Release Date||Thursday, January 16, 2014|
|Format (XLS or XLSX)||.xlsx|
|Line Height (Points)||15.75|
|Papaer Size / Orientation||Portrait|
|Default Margins (Points)|
|System||Windows 7 and later, and Excel 2007 and later.|
September 16, 2018
Updated the template medicalinvoicetemplate1.xlsx so that it has a modern look and feel.
May 12, 2019
- The default logo image is now an Excel picture object and moved the top-center of the sheet.
- All payment type checkboxes, "Check", "Visa", "MasterCard", "Amex" and "Discover", are now Excel form controls. These boxes linked to hidden Excel cells and will be saved when you click "Save To DB".