A superbill, also known as a Statement for Insurance Reimbursement, is a document clients use to request reimbursement from their insurance provider. It includes additional details beyond a standard invoice, such as CPT codes and primary diagnosis codes (DX codes).
Note: Superbills are only available to practitioners located in the United States.
In this guide, we'll cover the following:
Entering a diagnosis code
Superbills pull the DX code from the billing item. Add the diagnosis code to the appointment before creating a superbill.
Go to the client's appointment from their calendar.
Click View.
Expand Billing details and edit.
Select all applicable diagnoses. To add a new one, click + New Condition.
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.
Check the DX code and Place of Service (POS).
Select the Create Superbill button.
Preview and Send.
Note: You can also create a superbill from the client's record by clicking the More actions dropdown and selecting Create a Superbill.
Automating 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.
Go to the Client Billing tab.
Scroll down to Autogenerate billing documents.
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.
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