Create a Superbill

PracticeQ allows you to generate superbills for both paid and unpaid invoices. 

Read our Introduction to Invoicing article for assistance with creating and sending invoices to your clients.

1. Click Lists → Invoices. 
2. Open the invoice you want to generate the superbill for. Note: you can access invoices from the Client Profile or from Appointments as well.
3. Click the Superbill button in the lower left corner of the invoice window.
4. Select Superbill Details from the dropdown menu that opens. 
5. Complete the following:
   1. Procedure(s) applicable to the superbill. Note: Click Add New Procedure if needed; you may add more than one procedure code for each line item on the invoice. Some of this information will be pulled from the appointment and client diagnosis (if applicable), but it can be customized on this screen if needed. Specify the Amount and Units for each procedure.
   2. Diagnosis Code(s) applicable to the superbill. Note: Click add diagnosis code to add new codes.
   3. Place of Service
   4. Add Note. Click here if you wish to add a personal note to the client. This is optional.
6. Click Save.

   

7. Return to the Superbill menu on the bottom left; you can now choose to print/download the superbill as a PDF, or send it to a client via email or via the secure client portal.