How to view and send superbills to clients

Learn how to generate a single document that includes all of your customer's receipts

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Instructions

  1. Go to Clients, and select the client
  2. In the top right, click More Options, then View Superbill
    How to view and send superbills to clients.png
  3. Select the Date range, Practitioners, and Services
  4. Click Generate Superbill
    Generate and Email Superbill.png
  5. To email or print the Superbill, click the email and print icons at the top right

Video Guide


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