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How to Create and Manage a Superbill
How to Create and Manage a Superbill

Superbill, Invoice, Charges, Receipt, Line Items, Date of Payments

Amy Bergren avatar
Written by Amy Bergren
Updated over a month ago

Need to print a Superbill? Let's do it! 🧾

Head on over to the Patients Tab, find the desired patient, and go to the Financials tab of the Patient Profile. At the top, you'll see a list of individual Line Items as a record of transactional history.

To export a Superbill, you will first need to select which Line Items you would like to export. You will have two options to export a Superbill under Bulk Actions: as a PDF or an XLSX file that can be brought up in a spreadsheet.


Need to update the Payment Date? You can do that!

Locate the Payment Date column on the Superbill, find the desired Service, and select the Pencil Icon to pull up a calendar. From there, you should be able to update the Payment Date!


Do you need to view and manage all of your invoices? We got you - CLICK HERE for further instructions! πŸ€‘

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