A superbill, also known as a Statement for Insurance Reimbursement, is a document clinicians can provide to clients to request reimbursement from their insurance providers. This document is similar to an invoice but includes additional details such as CPT codes and primary diagnosis codes (DX).
Creating superbills lets you provide clients with the information they need for insurance claims while keeping your billing process organized and transparent. It also helps streamline reimbursements, ensuring clients can easily recover costs for eligible services.
Note: Superbills are only available to practitioners located in the United States.
In this guide, we'll cover the following:
Entering a diagnosis (DX)
Before creating a superbill, you'll need to enter a DX code for the client. Superbills pull the DX code from the billing item. To do this:
Go to the client's calendar appointment.
Open the appointment.
Click View.
Under Billing details, expand services
Select all applicable diagnoses from the list. To add another, click + New Condition or review previous diagnoses.
Click Save.
Creating a Superbill
Most practitioners prefer to automate the creation and delivery of monthly superbills. If you choose to create a superbill manually, you can follow these steps:
Go to Clients.
Choose a client, then navigate to the Billing tab.
Click the New dropdown.
Select the paid invoices to be included.
Add the DX code and Place of service (POS).
Select the Create Superbill button.
Preview and Send.
Note: You can also click More actions drop-down on the client's record and select Create a Superbill.
Automatic Superbills
You can automate the generation and sending of your client's superbills. Here are the steps to enable automatic superbills: Superbills are sent automatically at the end of each month, ensuring consistent, timely billing.
Go to Billing.
Navigate to the Automation tab.
Turn on Automatically send superbill receipts.
Click Save.
Note:
If your service location has POS codes set, using them on appointments will automatically carry them through to invoices and then to Superbills. You can check the POS by going to Scheduling > Locations. Check the POS locations if they are set up.
Superbills generated by the system are sent automatically. Manually created Superbills, however, are not sent automatically.
If a Superbill is missing required information, it may be marked as Incomplete and will not be sent to clients. Once all necessary data is populated, it will be sent automatically.
Be sure the diagnosis codes (DX codes) included in the automated superbill are up to date in the client's records to ensure accurate billing.
Automated billing documents will be generated on the last day of the month. Invoices and superbill receipts can be created manually at any time.
Locating stored superbills
Carepatron makes it simple to find and retrieve saved superbills. Follow the steps below:
Go to Clients.
Choose a client, then navigate to the Billing tab.
Select the Superbills tab. Here, you’ll see all the superbills associated with that client, organized for easy access.
Our team will be able to answer any other questions you may have. Just reply via messenger through the Help channel in your workspace.