How To: Create a Superbill

A Superbill provides an itemized summary of services rendered to a client, often used for insurance reimbursement. Follow the steps below to generate one.

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Steps to Create a Superbill:

1. Navigate to the Client Profile

   • Go to the Clients section.
   • Open the Client Profile for the desired client.

2. Access Documents

   • Select Documents from the left-hand menu.
   • Use the search bar and filters to locate the specific document you need.

3. Generate the Superbill

   • To the right of each document listing, you’ll see an icon for "Generate Superbill".
   • Click the Superbill Icon to generate the document.

4. Download the Superbill

   • The Superbill will be automatically generated and downloaded to your computer.
   • You can locate it in your Downloads Folder.

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Note: Ensure the document contains accurate service details before generating the Superbill to avoid discrepancies.

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