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 code)
Creating a superbill
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:
Navigate to a Clients record
Click Create Note button
Click add diagnosis code and 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:
Navigate to a Client page
Go into your Clients record
Click the More actions button and Create Superbill
Select the paid invoices to be included
Add DX code
Select Create Superbill button
Click Send
Automatic Superbills
You can automate the generation and sending of your client's superbills. Here are the steps to enable automatic superbills:
Navigate to a Client page
Go into your Clients record
Select Billing & Receipts
Click edit by Autogenerate billing documents
Click the slider and save
Our team will be able to answer any other questions you may have. Just reply via messenger or reach out to team@carepatron.com.