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:
Navigate to the specific Client's record
Click the Create Note button
Click the Add Diagnosis Code button at the bottom left corner of the note
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 the Clients Record Page
Go into your Client's record
Click the More Actions drop-down and select Create a Superbill
Select the paid invoices to be included
Add DX code
Select the Create Superbill button
Click Send
Add Place of Service (POS) Code
Create an invoice from your appointment in your calendar
Navigate to your client's record
Create a superbill from that paid invoice
The POS code associated to the task's location will have already populated, meaning the tooling does the work for you
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:
Go into your Client's record
Select Billing & Receipts
Click edit by Autogenerate billing documents
Click the slider and save
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