Therapist name, phone number and permit number: Therapists are encouraged to buy a stamp from VistaPrint to avoid writing them each time.
Telephone: Your client or an insurance company might contact you to confirm details of the session.
Signature: Therapist signature.
Address: The address where the services were rendered. For home visits, the address is the home of the client. You can also write "Home visit" in this instance (or check the field (Massage à domicile).
Total: The total amount billed for services rendered, with any taxes.
If you have GST and QST numbers, you must charge taxes. On the receipt you only write the total with taxes, but you must also note "GST/QST included". If you earn more than 30,000$ a year, you must obtain GST/QST numbers. Here is how to do so.
Name of client: The name of the client who received the services. A client signature is not required.
The primary residence if the client owns multiple properties. This address is normally identical to the one on file with the group benefits insurance provider's records. If you have doubts about the motive of a client, you can fill out the receipt with them before the treatment (the client can pay before or after). Many such clients prefer being anonymous and will leave. AQTN receipts are designed to be part of your toolkit to reduce fraud. The client is not required to provide their address for insurer reimbursement.
Treatment duration - examples: 30 mins, 50 mins, 1 hour, 90 mins, etc. This field appears only on massage receipts. Some insurance carriers reimburse based on an hourly rate, instead of a per session rate. Most insurers assume that one session is one hour, thus your client should not be penalized if the session was 40 minutes, for example.
Initial visit, subsquent visit; Each client can only have one initial visit, all other visits are subsequent. Because the initial visit typically takes longer (opening of a file, discussion, etc.), some insurers will allow a higher amount for the initial visit. This field appears only on naturotherapy and natrupathy.
More info about GST/QST
CLHIA document - fields to include on custom receipts
When a naturopathy appointment is held online, it is preferable to indicate this clearly on the receipt.
Recommended format: Online naturopathic session
The member’s professional or administrative address may continue to appear on the receipt if it is used to identify the business or place of business. However, it is preferable to avoid listing a personal or physical address in a way that could suggest that the appointment took place in person at that location, when the session was actually held online.
The important principle is that the receipt and the client file accurately reflect the reality of the service provided: the correct date, the correct client, the correct therapist, the correct service, the correct amount and, when relevant, the correct mode of consultation.
This approach is consistent with the AQTN Code of Ethics, which emphasizes the importance of honesty, respect, transparency and professionalism in interactions with clients, insurance companies, AQTN and the public.
See: AQTN Code of Ethics
It is also consistent with the Standards of Practice for Naturopathy, which indicate that the details of the service and receipt must be properly recorded, and that client files must be kept confidential and secure.
See: Standards of Practice for Naturopathy
In summary: an online session may be entered as “Online naturopathic session”. The address may remain an administrative address, but the receipt and client file should not create the impression that the service was provided in person if that was not the case.
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