Generating a Superbill
Generating a Superbill requires a 'Managing patient invoices' permission on your account. You can check with the Clinic Manager to see if you have such permission.
You can generate a Superbill from the patient invoice page by clicking on the Manage Superbill information link.
This will create a new Superbill and apply the default procedures if provided (more on this in the next lesson). On the Superbill page, you can set:
- The place of service (arrow #1 in the image below);
- Add diagnosis codes (arrow #2 in the image below);
- Add and modify the procedure code (arrow #3 in the image below);
- Add other generic line items not tied to a procedure code, such as discounts (arrow #4 in the image below).
Sending a superbill to your patient
To send a superbill to a patient, on the Superbill, click 'email receipt'.
The patient will then receive the regular invoice receipt. At the bottom of the receipt, they will see a 'Superbill' button. Clicking that button will open the Superbill for your patient:
