One missing membership number, and your client's claim gets refused. Fill in this template: the receipt builds itself as you type, and the checklist shows you what's still missing.
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| Treatment received by | |
|---|---|
| Treatment date | |
| Nature of the treatment |
| Fees | — |
|---|---|
| GST | |
| QST | |
| Amount paid | — |
Member of , membership no.
The items most often required. Each insurer and each association has its own requirements: check with yours.
With AssisTime, you enter your title, membership number, association and signature only once. Each invoice then produces its PDF receipt, emailed to your client, and you can find it in seconds if they lose it.
Generally: your full name, your professional title, your membership number, the name and contact information of your association or order, your contact information, the name of the person who received the treatment, the date and nature of the treatment, the amount paid and your signature. Each insurer and each association has its own requirements: check with yours.
Yes. Fill in the fields, then click "Print or save as PDF": your browser prints the receipt or saves it as a PDF. Nothing is sent to or stored on our servers. Sign the receipt before handing it over.
Some insurers accept it if the date of each session is shown, others don't. The safest option is one receipt per session; check with your association.
No. A receipt confirms an amount that was paid. For a treatment that hasn't been paid yet, give an invoice, then the receipt once payment is received.
Your receipts are part of your business records: as a general rule, the Canada Revenue Agency requires you to keep your records for six years from the end of the tax year they relate to. Your professional order may have its own rules. General information: confirm with your accountant or your association.
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