Patient Statements


Why Bother? Not all psychotherapists create regular statements for their patients, especially if the relationship is relatively simple, say an easily-tracked weekly visit paid for on the spot. But if insurance is involved, or if the patient pays monthly for many accumulated sessions, as is often the case for psychoanalysts, a statement

becomes a necessity for financial tracking, not to mention a 

courtesy and a tangible symbol of the therapist's reliability

and the patient's responsibility.


​Design: Because a statement matters, its design

also matters, both in terms of ​clarity and

aesthetics. Like it or not, a statement is a 

marketing document that represents

its creator. A bill that looks like it

was cobbled together by 

the corner shopkeeper

may leave the wrong impression. 

Psychoanalyst Services statements combine a simple, clear design with the flexibility to create a letterhead that expresses exactly what you want it to. 


Choice: We offer two basic statement designs, a "simple" statement and a "line item" statement. Both convey exactly the same information, but in different ways. The simple statement boils things down to the simplest possible format, while the line item statement offers a more conventional statement design. (Click on the pages below to see full-size versions of each statement.)

              1. Simple Statement                                      2. Line Item Statement


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Insurance: Our statement design pays special attention to the complexities of insurance. Most therapists prefer to include information on the status of any insurance claims on the statements of their insured patients. We offer two choices on how this insurance information is formatted, again either "simple" or "line item." In the examples below, the insurance information is outlined in red. The two examples below use the simple format for the primary billing information, but the line item format can also be used, giving you a choice of four statement formats. (Click on the pages below to see full-size versions of each statement.) 

          1. Simple Insurance Info                                2. Line Item Insurance Info









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Note that our statement generation process automatically distinguishes between the rate charged to the patient (in this case $150 per session) and that charged to the insurer ($210 per session). In addition, sessions that were cancelled late (three sessions in the examples here) are billed to the patient, but are not and cannot be billed to the insurer.

Statements can also include information on insurer payments to either the therapist (which are typically deducted from the patient's balance due) or to the patient.

Finally, we offer a fifth kind of insurance statement for "out-of-network" patients who submit therapist bills directly to their insurers. These statements use the insurer session rate, but exclude patient balance information, which of course is irrelevant to the insurer. (Click on the page below to see a full-size version of the statement.)

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​                                             Out-of-Network Statement






















Delivery: Once your statements have been generated, they can be delivered in either of two forms to either of two recipients.


Recipient choices:

  • Delivery to therapist: You may prefer to hand statements personally to your patients. In this case, we mail your statements in a single envelope to you for you to distribute. Or if you prefer, we email you PDF files that you can print yourself.
  • Delivery to patient: We can also deliver your statements directly to your patients, either printed on high-quality paper or as a PDF file.


Media choices:

  • Paper delivery: If you choose to have your statements produced on paper, we print them on high-quality 24-pound 25 percent cotton Southworth white or ivory textured linen stock. If you choose to have your statements mailed directly to your patients, they are mailed in matching envelopes.
  • Electronic delivery: If you choose electronic delivery, we email PDFs of your statements either directly to your patients, or to you. ​


















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