Describe receipts without promising reimbursement

What to change

Explain how to request the document and what the practice can provide. Distinguish issuing evidence of payment from a third party's decision about reimbursement.

A worked example

Illustrative example

An illustrative page says patients can request an itemised receipt from the billing team. It explains that insurers and employers set their own requirements and that the practice can answer questions about its documents.

How to check the result

A visitor knows how to obtain evidence of payment without receiving an unsupported funding promise.

A mistake to avoid

Avoid saying claim this back when the practice has not verified the person's arrangement or the payer's decision.

Your action checklist

Use these checks to prepare a discussion with your team or supplier. Tick a check when you have recorded the decision or evidence, rather than when a feature has simply been promised.

Decisions to recordConfirm whether receipts are automatic or requested and which team handles corrections.List the non-sensitive information someone should have ready when asking the billing team.Direct questions about reimbursement eligibility to the relevant payer rather than interpreting their rules.

Evidence, open questions and decisionsNext action and responsible role

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