You can print superbills, which are itemized receipts, from a few different places individually or in bulk for a day or date range. Individually you can print from either the appointment window or the billing details screen in the Live Claims Feed. You can print them in bulk from the Live Claims Feed.
Printing Individually
In the appointment window on the Billing tab, click on the Patient Superbill button to print.
A window will open up. From here you can click the printer icon to print from your device.
If your patient is connected to OnPatient, you can also send the superbill to their OnPatient account. Click on the arrow next to the Patient Superbill and select Send to OnPatient.
You can also print from the Billing Details screen in the Live Claims Feed. Go to Billing > Live Claims Feed.
Click on the Date of Service for the appointment you would like to print the superbill for.
Click on the Superbill button.
A window will open up. From here you can click the printer icon to print from your device.
Printing for a Single Day or Date Range
If you would like to print Superbills for a particular day or date range, please follow the steps outlined below.
1. Please hover over the Billing tab and select Live Claims Feed.
2. Using the various sorting options available in the Live Claims Feed, select the patient/group of patients. Enter the date range for the time frame you want to retrieve. You can also select under Clinical Note if you want to print superbills for only locked, unlocked, or both.
3. In the Export to File Dropdown, select Print Superbill.
4. You will then be prompted to choose to move the selected appointments to a new billing status or to leave them unchanged.
- To leave it unchanged, just verify not changed is showing in the window and click Print.
- If you would like to move the selected appointments to a specific billing status, just select it from the dropdown before clicking Print.
5. Once you click Print, you will see this message in the top left of your screen. Your report will generate and will be available in your message center when complete.
6. In the Message Center (envelope icon on the top right), you will have the option to save them as a PDF or print them.
