Please note: "invoice" is synonymous with "superbill."
Step 1: Ensure your account settings are configured correctly.
Navigate to the middle bucket within the General Account Settings tab (found in the "Settings" dropdown) entitled "Invoice Contact Details" and then click the Edit button.
Ensure all of your practice details have been entered correctly and then click Save Changes
Return to the General Account Settings tab and click on the Edit button for the left bucket entitled "Practice Settings."
Within the Invoices tab on the left-hand side, ensure that the correct boxes are checked off in regards to which addresses will be displayed on your invoices (billing address and/or facility address) and then click
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).
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).
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.
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.
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.
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).
Select Client -- the client will default to whomever's profile you are currently in.
Select Clinician -- the clinician will default to the "Primary Professional" indicated within the client's profile.
Check the appropriate boxes for the information you'd like the invoice to reflect.
Make this a receipt without Diagnosis Code(s) -- this will generate a receipt for the client that does not list any diagnosis codes. Please note: this is likely not sufficient for the purposes of insurance submission.
Include Billing Address -- if this was checked off in the Account Settings, then it will default to being checked for every generated invoice.
Include Facility Address -- if this was checked off in the Account Settings, then it will default to being checked for every generated invoice.
Include Additional Clients
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.
Include Signature -- this will add the signature saved within your Professional Settings to the invoice.
Paid in Full -- this button will automatically be checked off if the client has a zero balance for the appointments within the selected timeframe.
Once you click Generate Invoice, the invoice will automatically download to your browser.