Free Occupational Therapist Invoice Template

What is an Occupational Therapist invoice?

An occupational therapist (OT) invoice covers assessments and interventions helping people of all ages engage in meaningful activities (occupations) of daily life. OTs work in clinical, community, and home settings, addressing physical, cognitive, and psychosocial barriers. Common billable services include functional assessments, home environment assessments, adaptive equipment recommendations, vocational rehabilitation, cognitive rehabilitation programmes, paediatric assessments for developmental conditions, and medico-legal reports. Private OTs often invoice solicitors and insurers directly for medico-legal work. HCPC registration is mandatory for practising OTs, and the registration number should appear on professional invoices.

What to include on an Occupational Therapist invoice

• Client name and date of birth
• Assessment or intervention date
• Service description (assessment type, intervention, report)
• HCPC registration number
• Referrer details (GP, solicitor, insurer)
• Instruction or case reference (medico-legal)
• Report delivery deadline (if invoiced in advance)
• Session or report fee
• VAT status (note exempt status)
• Payment terms

Common occupational therapist invoice line items

How to invoice as an occupational therapist

Issue invoices after assessment or report delivery. For medico-legal work, invoice the instructing solicitor or insurer with the case reference. HCPC registration number must appear on all clinical invoices. OT services provided by HCPC-registered OTs are VAT-exempt. Net 14 for clinical invoices; net 30 for medico-legal and solicitor invoices.