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Create a Superbill 1) Do one of the following: Click Billing Create Superbill OR. Click Patients Patient name patient Billing tab Create Superbill OR. Click Payers Payer name payer Billing tab Create Superbill.
Components of a Superbill Provider first and last name. Provider NPI number* Office location where the visit took place. Provider phone number. Provider email address. Provider signature. Referring provider name (if applicable) Referring provider NPI number (if applicable)
Here is the information generally included on a superbill: Clients identifying and contact information. Providers name and credentials. Office address phone number. Providers tax ID. Providers NPI. Date(s) of service. CPT code for the service ICD-10 code. Fee for the service paid by the client.
You can also make your own counseling superbill template. A complete superbill includes all of the following information: Identifying information about your client: This includes their name, date of birth, address, phone number, and any other information the insurer requires.
To create a superbill for this client: Go to the clients Client Overview page. Click on the Billing tab. Set the date range to include the sessions that your client needs reimbursement for. Click +Create New, and select Superbill. Verify that the information is correct on the superbill.
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The Superbill must contain the necessary information detailing the therapy session: The diagnostic code (DX), date(s) of service (DOS), and the fee for each service date.
0:00 2:24 Create a custom superbill - YouTube YouTube Start of suggested clip End of suggested clip Name your group give a description to your group. Click active. Choose your one provider that youreMoreName your group give a description to your group. Click active. Choose your one provider that youre creating is super bill for or you can choose all your providers.
Refunding a client Navigate to Billing Card Transactions. Locate the transaction youd like to refund. Click Refund.
You can also make your own counseling superbill template. A complete superbill includes all of the following information: Identifying information about your client: This includes their name, date of birth, address, phone number, and any other information the insurer requires.
What should be included in a superbill? Your clinics Place of Service (POS) code. Your clinics tax ID number (TIN) The patients information (i.e., name, phone number, email) The reason for their visit (e.g., PT assessment) The patients diagnosis. A list of services rendered (more on this below)

superbill format