Creating Superbills

How do I create an superbill?

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:

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 the specific Client's record

  2. Click the Create Note button

  3. Click the Add Diagnosis Code button at the bottom left corner of the note

  4. Select the appropriate diagnosis.

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 the Clients Record Page

  2. Go into your Client's record

  3. Click the More Actions drop-down and select Create a Superbill

  4. Select the paid invoices to be included

  5. Add DX code

  6. Select the Create Superbill button

  7. Click Send

Add Place of Service (POS) Code

  1. Create an invoice from your appointment in your calendar

  2. Navigate to your client's record

  3. Create a superbill from that paid invoice

  4. The POS code associated to the task's location will have already populated, meaning the tooling does the work for you

  5. You can also manually add a POS code by creating a superbill and adding it, located under the DX code section

Automatic Superbills

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

  1. Navigate to the Client page

  2. Go into your Client's record

  3. Select Billing & Receipts

  4. Click edit by Autogenerate billing documents

  5. Click the slider and save

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