Creating superbills

How do I create an superbill?

Jamie Frew avatar
Written by Jamie Frew
Updated over a week ago

A superbill, also known as a Statement for Insurance Reimbursement, is a document that clinicians can give to their clients to be reimbursed by insurance payers. This document is similar to an invoice but provides additional information, such as CPT codes and primary diagnosis codes (DX).

In this guide, we'll cover the following:

  1. Entering a diagnosis (DX code)

  2. Creating a superbill

  3. Automating your superbills

Entering a diagnosis (DX)

Before creating a superbill, you'll need to enter a DX code for the client. To do this:

  1. Navigate to a Clients record

  2. Click Create Note button

  3. Click add diagnosis code and select the appropriate diagnosis.

Add DX code

Creating a superbill

Most practitioners prefer to automate the process of creating and delivering monthly superbills. If you choose to create a superbill manually, you can follow these steps:

  1. Navigate to a Client page

  2. Go into your Clients record

  3. Click the More actions button and Create Superbill

  4. Select the paid invoices to be included

  5. Add DX code

  6. Select Create Superbill button

  7. Click Send

Automatic Superbills

You can automate the generation and sending of your client's superbills. Here are the steps to enable automatic superbills:

Automatic Superbills
  1. Navigate to a Client page

  2. Go into your Clients record

  3. Select Billing & Receipts

  4. Click edit by Autogenerate billing documents

  5. Click the slider and save

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