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. Next, you will need to confirm the Clinic and the Insurance Company. 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! 🤑