Superbills for Appointment Packages

Superbills for appointment packages are more complex than superbills for single appointments. PracticeQ handles their validation differently as well.

IMPORTANT: If you need to generate multiple superbills over time from a single appointment package invoice, you will most likely want to disable superbill storage. If you do not, you will need to delete the stored superbill each time you try to create a new one for that package. This article shows how to complete the process with superbill storage OFF.

Generate a Superbill for an Appointment Package

1. Click Lists → Invoices.
2. Open the invoice tied to the package. The example below shows the package and associated paid invoice. 
3. Click the link for the package invoice.

   

4. Click Superbill → Superbill Details.

   

5. In the Superbill Details window, click the X next to each appointment that you wish to remove from the superbill.

   

6. Add additional procedures if needed. When you do, manually specify their dates so they are tied to one of the appointments. 

In our example, we removed the third appointment; below is how the superbill will display. The amount paid will vary based on if the client has paid the full invoice or not.

Notes:

• When creating superbills for packages, the total procedure price amounts do not need to add up to the total cost of the appointment, as validation is disabled in these cases. Everything else is the same as a normal superbill.
• If generating a bulk superbill, the date range needs to include the invoice date if it's different from the date of the first appointment in the package.

Generate a Second Superbill from the Same Package Invoice

If you generated a partial superbill for a package (as we did in the example above) you will likely need to generate a second superbill for that same package.

1. Open the superbill you just created.
2. Delete any procedures that you already included on the previous superbill using the X icons.
3. Click Add New Procedure, then re-add the previously removed appointment. Set the date, procedure, and other pertinent information.

   

We end up with the following when creating a superbill for the last remaining appointment in the package. The output will only contain the one appointment procedure, not the ones that we manually removed. Below is the output of our second superbill for that same package invoice.