Purpose:

• To provide clarity surrounding what manual osteopathic therapists are to provide to their clientele by way of receipt for service(s) and/or product(s) provided.

Definitions:

Additional Services – any service provided by the member which is not included in the modalities listing in Appendix 34 – Modalities List for Manual Osteopathic Therapists or where only 1 modality included in section 3 of Appendix 34 – Modalities List for Manual Osteopathic Therapists is used during a treatment session.

Manual Osteopathic Therapy Treatment – treatment provided to a client using two or more modalities listed in Appendix 34 – Modalities List for Manual Osteopathic Therapists.

Policy:

1. When a service and/or product is provided to a client by a member of CMMOTA, that member should issue a receipt to the client for service(s) and/or product(s).

a. Members are not to provide receipts with their billing number for services which they did not deliver (example: for services delivered by someone under their supervision). This would constitute fraud and would result in disciplinary action in accordance with CMMOTA’s Discipline for Complaints Policy.

2. Manual Osteopathic Therapy Service should be identified on the receipt as “Manual Osteopathic Therapy Treatment – XX minutes.”

3. Credit Card Surcharge Fees should be identified on the receipt as “Credit Card Surcharge Fee”

a. These may be included on a receipt for Manual Osteopathic Therapy Treatment

b. When implementing these fees as a business you are required to provide notice to your existing clientele not less than 30 days prior to fee implementation.

c. Credit Card Surcharge Fees may be implemented only in accordance with guidance provided by the Government of Canada (https://www.canada.ca/en/financial-consumer-agency/services/merchants/credit-fees-merchant.html)

4. Products or additional services that are outside of the Manual Osteopathic Therapists Scope of Practice must:

a. Be identified by the name of the product, or a description of the additional service. They may not be included under either the description “Manual Osteopathic Therapy Treatment – XX Minutes”; and

b. The receipt issued cannot contain the CMMOTA Member number.

5. Receipts issued for missed appointments, also known as “no shows”, cannot contain the CMMOTA Member number.

6. Receipts issued for gift certificate or gift card purchases cannot contain the CMMOTA Member number.

7. A receipt issued when a gift certificate is used as the method of payment must list method of payment as “Gift Certificate Redemption” or “Gift Card Redemption” or similar language.

8. When a Gift Certificate or Gift Card is used as the method of payment for a treatment, the therapist or clinic shall not provide direct submission of receipt on behalf of the client to a third-party health care insurance provider.

9. Receipts issued for stand alone treatment of a modality (meaning that the treatment provided during the session used only the singular modality) which are listed under Section 3 of Appendix 34 – Modalities List for Manual Osteopathic Therapists may not contain the CMMOTA Member number. Modalities listed in Section 3 of Appendix 34 – Modalities List for Manual Osteopathic Therapists are to be incorporated with multiple modalities listed in the appendix as part of a manual osteopathic therapy treatment. In such cases where a modality listed in this section is delivered as a stand-alone treatment (meaning that the treatment used only the singular modality), it would be required to be billed as if it were a additional service.

a. Additional services may not be direct billed to any third-party insurance company.

10. Receipts issued for treatment which involves any modalities not listed in Appendix 34 – Modalities List for Manual Osteopathic Therapists cannot contain the CMMOTA Member number.

11. When a receipt is issued for mobile manual osteopathic treatment, the address used on the receipt is to be the office location of the business, not the location that the treatment was delivered.

12. A receipt issued by a Full Manual Osteopathic Therapist member for manual osteopathic therapy treatment should include all the following information:

a. Therapists Name, as it is presented on the therapist’s Membership Certificate, followed by educational credentials (e.g., BA, BSc., MT, DOMP, MOT, OMT, etc.); and

b. Therapists Association Number in Correct Format (CMMOTA – MOT#XXXXXX); and

c. Therapists Place of Business (if applicable); and

d. Address of Business; and

e. Phone Number of Business; and

f. GST # (if applicable); and

g. Date Receipt was Issued; and

h. Receipt Number; and

i. Name and mailing address of Client; and

j. Description of the service provided, including time and cost; and

k. Payment Method

13. A receipt issued by a CMMOTA member for product(s) or additional services should include all the following information:

a. Therapists Name, as it is presented on the therapist’s Membership Certificate only; and

b. Therapists Place of Business (if applicable); and

c. Address of Business; and

d. Phone Number of Business; and

e. GST # (if applicable); and

f. Date Receipt was issued; and

g. Receipt Number; and

h. Name and mailing address of Client; and

i. Product(s) or service(s) provided, including description of product(s) or service(s); and

j. Payment Method

14. A copy of all receipts issued should be kept, whether by electronic means, or by paper for a period of not less than 10 years.

15. A receipt or invoice should be issued even if a service(s) or product(s) are direct billed to a third-party insurance company, in which the payment method should be listed as “Third Party Billing” or “Insurance” or other language which would indicate such.

16. If no manual osteopathic therapy treatment services are being receipted, then the receipt must not contain the Therapist’s Association Number.

17. If a member has both professional designations, both services (Manual Osteopathic Therapy Treatment and Massage Therapy Treatment) must be listed on separate receipts. Combined receipts for service are not to be issued. Please note that treatments from both professional designations are not to be combined, and each should have a clearly defined appointment time.

18. If a member has both professional designations, the use of both membership numbers on the same receipt is prohibited. Only the appropriate member number is to be listed for the treatment provided.

19. Examples of Acceptable Receipt layout can be found in Appendix 30 – Receipting Samples.

Original Date of Policy Adoption: November 7, 2024

Date of Last Policy Revision:

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