This article will go through how to share superbill with a client:

Step 1: Click on the quick actions menu and go to add note

Step 2: Select your superbill template, the client you want to send it to, add the title and the appointment (which is optional)

Step 3: Fill in the superbill

Step 4: Click save if you want to edit it later or Save & Lock if you are ready to send it (note: once it is saved and locked it will not be able to be edited)

Step 5: Once it is saved and locked, look in the notes section of the client you saved it to. Click on the 3 dots on the right side and click share

This will send the superbill directly to the client and could be found in the clients account in the documents tab of the papers section