Creating Superbills


A Superbill, also known as a Statement for Insurance Reimbursement, is a document that the therapist provides to their client for insurance reimbursement.  This document is similar to a statement, but provides additional information like CPT codes and a client's primary diagnosis code.  

This article will explain the differences between the SimplePractice billing documents.


Step 1: Enter a Diagnosis

1. Click on your client's name to view their Client Overview page.

2. Click on the blue Create button and select Diagnosis and Treatment Plan.


3. Select the correct ICD-10 Diagnosis code and click on Save. You can either create a treatment plan at this time by clicking on either the Basic or Advanced buttons below, or come back to this later on. 

Make sure that the date of the diagnosis is set prior to the appointment date.



Click "Save Diagnosis & Treatment Plan."  If you have used the "Load Previous" link, be sure to timestamp and "Save as New."

 Important Details:

  • In order for the diagnosis code to show, it needs to be dated previous to when the appointment occurred. When you edit the diagnosis, you will have the option to edit the date (see above) Example: If the appointment was on 12/1/15 at 4pm, the Diagnosis will need to be dated at least 1 minute prior (12/1/15 at 3:59 pm) for the appointment to show up on a Superbill or Note. 
  • Currently only the first diagnosis will show on a Superbill or claim form. You cannot add more than one diagnosis to a Superbill, though that is something that will change in the near future. 




Step 2: Create the Superbill

Most practices prefer to automate the process of creating and delivering monthly superbills

If you prefer to manually create a superbill, head to your client's Billing tab.



Select the date range for the superbill you wish to create and then select "Superbill." By default, the date range is the last 30 days. If you would like to see a list of all of your appointments, select "This Year," or create a custom date range.



Once you click on the billing document you wish to create, a new screen will open that shows your newly created document.


You can open a superbill at any time to Print, Email, Download or Delete if necessary.  
Click here to learn more about emailing billing documents


IMPORTANT: A date of service can only be on one superbill at a time. If you need to change the date range or session rate/fee for a superbill, you will need to delete the superbill first. Then you can re-create a new superbill following the steps above.  

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