Available Thursday, May 30th, 2024.

About

Create superbills in the EHR within individual encounters. The coding from the encounter will sync to the superbill. A superbill is a way to capture charges and allow your practice to bill for patient visits. Superbills can be created in the Billing application or the EHR (available to full suite and EHR only users). 

The superbill details the patient's identifying information, procedure codes and ICD-10 codes pertaining to the visit.

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Add superbill to a patient encounter

From the patient dashboard

Navigate to the intended patient's chart and click Encounters.

Encounters.png

Once an encounter has been created, the superbill can be accessed in both Draft and Signed status. Click the three vertical dots to expand the menu options.

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Click Superbill.

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The superbill will display with the patient's identifying information, procedure codes and ICD-10 codes. Screenshot 2024-05-06 142909.png

To add a code, begin typing within the Search field for procedure or ICD-10 codes. Once the correct code populates, click to add it.

search fields.png

To remove a code, click the red X icon corresponding with the code.

Red x.png

To add a note, scroll down to the Notes field and enter the applicable text. The superbill will display the user's name that created it along with the date it was created. 

Notes.png

To sign, type your name within the Dr. Signature field.

Sig.png

Download as either a CSV file or PDF.

Download.png

To complete and save the superbill, click Billing Complete.

Billing complete.png

A popup will appear confirming you wish to close the note as Billing Complete, click Yes.

Close note yes.png

The encounter will now be listed in the Archived Encouters tab within the main menu header of the provider dashboard.

From the provider dashboard

Click Encounters on the main menu header from the provider dashboard.

header.png

Click the Awaiting Billing tab.

awaiting billing.png

Click the Superbill icon for the encounter you wish to generate a superbill.  

icon.png

The superbill will display with the patient's identifying information, procedure codes and ICD-10 codes. Screenshot 2024-05-06 142909.png

To add a code, begin typing within the Search field for procedure or ICD-10 codes. Once the correct code populates, click to add it.

search fields.png

To remove a code, click the red X icon corresponding with the code.

Red x.png

To add a note, scroll down to the Notes field and enter the applicable text. The superbill will display the user's name that created it along with the date it was created. 

Notes.png

To sign, type your name within the Dr Signature field.

Sig.png

Download as either a CSV file or PDF.

Download.png

To complete and save the superbill, click Billing Complete.

Billing complete.png

A popup will appear confirming you wish to close the note as Billing Complete, click Yes.

Close note yes.png

The encounter will now be listed in the Archived Encounters tab within the main menu header of the provider dashboard.

Still, need help? Contact us!

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