Enable Superbill Storage

Does your practice need a permanent, historic record of superbills for future reference? PracticeQ offers a setting that enables superbill storage on your account.

Enable Superbill Storage

• Click Lists → Invoices → Invoice Settings → Superbill.
• Check the box labeled Enable Superbill storage.

  

How Superbill Storage Works

Once you enable superbill storage, keep the following in mind:

• After you generate a superbill, you must click Store in the superbill dialog before you are able to print or send it.

  

• Once the superbill document is generated, it will appear under the Invoices tab in the client profile. (Scroll down to see it.) 
• This allows you to return to the superbill later to send or print it again.

  

• Enabling superbill storage means that the system will keep track of which invoices already have a superbill. This is useful, as it will prevent you from generating multiple superbills for the same invoice.
• Note: A stored superbill cannot be edited. If there is a mistake in the superbill that needs to be fixed, you must delete it and create a new one. Deleting a record will add an entry to the audit trail in case that information needs to be recovered.
• Stored superbills still rely on the underlying invoices. This means that you will not be able to delete an invoice that was used to generate a superbill, unless that superbill is deleted first. 
• Changes to these invoices may impact the stored superbill. These changes are also tracked in the audit trail in case there is a need to perform an audit.