- Go to Clients, and select the client
- In the top right, click More Options, then View superbill
- Select the Date range, Practitioners, and Services
- Click Generate Superbill, then wait for the data to load
- After the data loads, you can click Email superbill or Print superbill, at top right
Notes
- With the superbill, you can generate a single document that includes all of your customer's receipts instead of providing them one by one
- The superbill will include a client's appointments, total fees, total payments, and balance within your desired time range
- Only services will be reflected in the superbill, manually-added invoice lines that aren't services won't be included in the superbill
- Always follow applicable laws and compliance rules when downloading, uploading, or emailing protected healthcare information
Video guide
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