Create a Superbill

Q: How do I create a superbill?

1. Open the SOAPnote

Open an existing SOAPnote or create a new SOAPnote.  

See: Create a SOAPnote for help.

2. Document the Encounter

2. Document the Encounter

Complete the encounter, including entering the SMARText Diagnosis and CPT Codes.

For help see:

3. Create the Billing Statement

3. Create the Billing Statement

Click the Create Billing Statement button.

4. Add the Task Item

4. Add the Task Item

A task item is created with the addition of a new billing statement.  Edit the task item as desired and assign it to the appropriate staff member.  Click Add to proceed.

5. Billing Statement Created

5. Billing Statement Created

The Billing Statement has now been created and is ready to be printed or posted.