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Invoice Social Worker in United States New York City –Free Word Template Download with AI

Professional Social Worker Services — United States New York City

Payment Due

From (Service Provider)

Name: Dr. Margaret E. Sullivan, LCSW

Title: Licensed Social Worker

Practice: Sullivan Community Wellness Center

Address: 1420 Lexington Avenue, Suite 850

City, State, ZIP: United States New York City, NY 10028

Phone: (212) 555-0147

Email: [email protected]

NYS License No.: SW-0048291

Bill To (Client)

Name: Jonathan R. Whitfield

Organization: Whitfield Family Trust

Address: 287 Park Avenue South, Apt 12B

City, State, ZIP: United States New York City, NY 10010

Phone: (917) 555-0382

Email: [email protected]

Client ID: WFT-2024-0091

Invoice Details

Invoice Number: INV-2024-SW-0387

Invoice Date: June 14, 2025

Service Period: May 1, 2025 – May 31, 2025

Due Date: July 14, 2025

Payment Method

Accepted Methods: Check, ACH Transfer, Credit Card

Bank Name: First Republic Bank, NYC

Account Name: Sullivan Community Wellness Center

Routing No.: 026009593

Account No.: ****-****-4821

# Service Description Date(s) Hours Rate Amount
1 Individual Social Worker Counseling Session — Family Reunification Planning and Case Management for the Whitfield household, conducted at the Sullivan Community Wellness Center office in United States New York City. May 2, 2025 1.0 $185.00 $185.00
2 Group Social Worker Facilitation — Community Integration Workshop for displaced families, hosted in partnership with the New York City Department of Social Services. The Social Worker led a four-hour structured session addressing housing stability, employment resources, and mental health support. May 8, 2025 4.0 $165.00 $660.00
3 Home Visit and Environmental Assessment — The Social Worker conducted an in-home evaluation at the client's residence in United States New York City to assess living conditions, identify safety hazards, and develop a personalized intervention plan for the minor children in the household. May 12, 2025 2.5 $195.00 $487.50
4 Crisis Intervention and Emergency Social Worker Response — Urgent on-site support provided at a United States New York City community shelter following a domestic incident. The Social Worker coordinated with local law enforcement, provided immediate emotional stabilization, and arranged temporary safe housing for the affected family members. May 17, 2025 3.0 $225.00 $675.00
5 Case Documentation, Progress Reporting, and Inter-Agency Coordination — The Social Worker prepared comprehensive written reports, updated the client's case file, and coordinated with three separate United States New York City municipal agencies including the Office of Child Protection, the Department of Health, and the local school district to ensure continuity of care. May 20–23, 2025 6.0 $145.00 $870.00
6 Follow-Up Social Worker Counseling Session — Bi-weekly check-in to monitor progress on the family reunification plan, review resource utilization, and adjust the intervention strategy as needed. Conducted via secure telehealth platform approved by the New York State Office of Professional Conduct for Social Workers. May 28, 2025 1.0 $185.00 $185.00
Subtotal: $3,062.50 NYC Sales & Services Tax (8.875%): $271.78 Insurance Co-Pay Deduction: -$350.00 Grand Total Due: $2,984.28

Terms, Conditions & Notes

1. This Invoice is issued by Dr. Margaret E. Sullivan, a Licensed Social Worker (LCSW) operating in compliance with all regulations set forth by the New York State Education Department and the New York State Office of the Professions. All Social Worker services rendered in United States New York City are subject to the ethical standards of the National Association of Social Workers (NASW) Code of Ethics.

2. Payment for this Invoice is due within thirty (30) calendar days of the Invoice date, no later than July 14, 2025. Late payments will incur a monthly interest charge of 1.5% as permitted under New York State General Obligations Law Section 5-531.

3. All Social Worker services described in this Invoice were provided in accordance with the signed Service Agreement dated March 1, 2025, between the client and Sullivan Community Wellness Center. The Social Worker maintains strict confidentiality in accordance with New York State Public Health Law Article 28-F and the federal Health Insurance Portability and Accountability Act (HIPAA).

4. The client acknowledges that the Social Worker services listed herein were performed in United States New York City and are governed by the laws of the State of New York. Any disputes arising from this Invoice shall be resolved through mediation in New York County, United States New York City, prior to any litigation.

5. Please reference Invoice Number INV-2024-SW-0387 on all correspondence and payment remittances. For questions regarding this Invoice or the Social Worker services rendered, please contact the billing office at (212) 555-0147 or [email protected] during business hours, Monday through Friday, 9:00 AM to 5:00 PM Eastern Time.

6. This Invoice does not constitute a guarantee of specific outcomes. Social Worker interventions are individualized and subject to the evolving needs of the client. The Social Worker reserves the right to modify the scope of services with written notice to the client.

Sullivan Community Wellness Center — 1420 Lexington Avenue, Suite 850, United States New York City, NY 10028

Dr. Margaret E. Sullivan, LCSW — NYS License No. SW-0048291 — EIN: 12-3456789

This Invoice was generated electronically and is valid without a physical signature. Thank you for your trust in our Social Worker services in United States New York City.

© 2025 Sullivan Community Wellness Center. All rights reserved. Invoice INV-2024-SW-0387.

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