About
Create superbills in the EHR for individual encounters from the patient dashboard, provider dashboard, or within the encounter itself. 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.
Add superbill to a patient encounter
From the patient dashboard
Navigate to the intended patient's chart and click Encounters.
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.
Click Superbill.
The superbill will display with the patient's identifying information, procedure codes and ICD-10 codes.
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.
To remove a code, click the red X icon corresponding with the code.
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.
To sign, type your name within the Dr. Signature field.
Download as either a CSV file or PDF.
To complete and save the superbill, click Billing Complete.
A popup will appear confirming you wish to close the note as Billing Complete, click Yes.
The encounter will now be listed in the Archived Encounters tab within the Encounters tab of the provider dashboard.
From the provider dashboard
Click Encounters on the main menu header from the provider dashboard.
Click the Awaiting Billing tab. then the Superbill icon associated with the intended encounter.
The superbill will display with the patient's identifying information, procedure codes and ICD-10 codes.
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.
To remove a code, click the red X icon corresponding with the code.
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.
To sign, type your name within the Dr Signature field.
Download as either a CSV file or PDF.
To complete and save the superbill, click Billing Complete.
A popup will appear confirming you wish to close the note as Billing Complete, click Yes.
The encounter will now be listed in the Archived Encounters tab within the Encounters tab of the provider dashboard.
From the encounter
Navigate to the intended patient's chart and click Encounters.
Begin a new encounter or open an existing Draft encounter.
Click the Superbill icon to create the superbill.
The superbill will display with the patient's identifying information, procedure codes and ICD-10 codes included in the encounter.
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.
To remove a code, click the red X icon corresponding with the code.
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.
To sign, type your name within the Dr Signature field.
Download as either a CSV file or PDF.
To complete and save the superbill, click Billing Complete.
A popup will appear confirming you wish to close the note as Billing Complete, click Yes.
The encounter will now be listed in the Archived Encounters tab within the Encounters tab of the provider dashboard.
Unsigned encounters
If closed as billing complete, the encounter remains in Draft status until signed by the provider(s), and is available within the Unsigned Encounters tab of the encounter dashboard as well as the Archived Encounters tab.
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