Creating Invoices/Superbills

Creating Invoices/Superbills

Info
Please note: "invoice" is synonymous with "superbill." 
  1. STEP 1: Ensure your account settings are configured correctly. (FAQ: Configuring Invoice Settings)
  2. STEP 2: Ensure the necessary client details are correctly input into their client profile and that the correct service codes/charges have been assigned to their sessions.
Navigate to the desired client's Client Overview tab within their profile and enter all pertinent details to be listed on the invoice (i.e., legal name and date of birth).
  1. If you are creating the invoice/superbill for insurance purposes, you will need to make sure a diagnosis code has been input for the client (instructions can be found here: How to Add Diagnosis Codes).
  2. You can quickly check that the correct CPT codes and service charges were assigned for the client's sessions by navigating to the Billing tab. 
  3. If you need to make any changes to the service code for a particular session, simply click on the underlined CPT code within that session's row, select the correct code from the dropdown list, and press the blue checkmark button. 
  4. If you need to make any changes to the charge for a particular service, click on the underlined charge within that session's row, enter the corrected amount, and press the blue checkmark button.

Step 3: Create the invoice!

While you are in the desired client's profile, click on the Create Invoice icon on the right-hand side of the menu bar. 

Select the desired parameters for the invoice you'd like to generate from the dropdowns. 
  1. Date Range -- select the date range for the appointments you'd like to have listed on the invoice (you can choose from the list of standard ranges or create a custom range). 
  2. Select Client -- the client will default to whomever's profile you are currently in.
  3. Select Clinician -- the clinician will default to the "Primary Professional" indicated within the client's profile. 
  4. Check the appropriate boxes for the information you'd like the invoice to reflect.
    1. Make this a receipt including payment(s) --
    2. Include Billing Address -- if this was checked off in the Account Settings, then it will default to being checked for every generated invoice.
    3. Include Facility Address -- if this was checked off in the Account Settings, then it will default to being checked for every generated invoice.
    4. Paid in Full -- this button will automatically be checked off if the client has a zero balance for the appointments within the selected timeframe.
    5. Include CPT Description
    6. Include Additional Clients
    7. Include client address
    8. Client Can Access -- this will auto-save a copy of the generated invoice to the client's portal in which they can view or download it at any time.
    9. Include Signature -- this will add the signature saved within your Professional Settings to the invoice.
    10. Include Diagnosis Codes --  this will generate a receipt for the client that lists any diagnosis codes.
Once you click   Generate Invoice  , the invoice will automatically download to your browser.
Notes
If you checked the "Client Can Access" button, they will be able to download this directly from within their portal.