Creating a Billing Statement

The Billing Statements section displays previous superbills and allows for the creation of new billing statements.

Billing statements can often facilitate direct posting into the practice management system (this requires the SOAPware Xchange enhancement).

Structured Data Entry

Structured Data Entry

Specific types of SMARText items must be used in order to directly populate the Billing Statement. These specific items are structured Dx, ST Plan, and Order Entry item types.

Also, the SMARText Plan items should contain the related diagnoses.

Create Billing Statement

Create Billing Statement

Click the View Billing Statement button.  It is located beneath the lower splitter bar of the current SOAP encounter note, and is above the area of the Document List.

View Billing Statement

View Billing Statement

An Add Document Task dialog box will display.

The Billing Statements viewer is displayed, and a new Superbill is populated with the information contained within the current SOAP encounter note.

Post the Superbill

Post the Superbill

Click the Post Superbill button.

SOAPware sends the billing statement to the practice management system.