Client-Specific Override for Auto-Generated Superbills

Client-Specific Override for Auto-Generated Superbills

Step 1: Make sure the Auto-generated Superbill is activated by navigating to Account Settings and selecting Edit under Practice Settings.


Step 2: Click the Invoices tab in Practice Settings to edit the settings and permissions in the generated Invoices.

Step 3: Activate the superbill auto-generate feature by marking the checkbox next to 'Auto-generate previous month's superbills on the...' then customize the schedule by choosing the specific day between every 1st, 3rd, or 15th day of the next month, and then click Save Changes.


Once the Auto-generate Superbill feature is activated, invoices for all clients will be automatically created on the designated schedule.


Step 4: Optionally, you can deactivate the Auto-generate invoice feature for a particular client by navigating to the Client Page, go to the Client Overview tab, and checking the box next to ‘Prevent Superbill’ located at the lower portion of the page then click Save Changes.


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