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Creating superbills

A superbill, also known as a Statement for Insurance Reimbursement, is a document that the provider gives to their client for insurance reimbursement. This document is like a statement, but it provides additional information like CPT codes and primary diagnosis codes.

Note: See What are invoices, statements, and superbills? to learn more about the different types of client billing documents offered in SimplePractice. 

To create a superbill, you can follow these steps: 


Enter a diagnosis

Before you can create a superbill, you must enter a diagnosis for the client. You can do this from the client's Overview page. 

  • Navigate to the client's Overview page and click + Create New > Diagnosis & Treatment Plan 

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  • Select a diagnosis 
    • Click Create from previous if you want to use a previous diagnosis
    • Click the plus icon if you'd like to add multiple diagnoses 
  • Edit the date and time as necessary
  • Click Save Diagnosis

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Note: After saving the diagnosis, you have the option to enter a treatment plan. If you would prefer not to create a treatment plan, you can skip that step. See Creating a diagnosis and treatment plan to learn more about creating, editing, and deleting diagnosis and treatment plans. 


Create a superbill

Most practices prefer to automate the process of creating and delivering monthly superbills. If you prefer to manually create a superbill, here's how:

  • Navigate to your client's Billing page and select the date range you want to create the superbill for

Note: A date of service can only be on one superbill at a time. If you need to change the date range on a superbill, you must delete the superbill first. Then you can recreate a new superbill.

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  • Click + Create New > Superbill

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A new superbill will be created with all of the relevant client and practice information auto-populated. You can print, download, or email the superbill. See How to share billing documents with clients to learn more. 

superbill.simplepractice.clientbilling.jpg

Note: If you need to make updates to appointments on a superbill, you must first delete the superbill. You can create a new superbill after you save your changes. If you want to keep an existing superbill but still make edits to an appointment, you can download the superbill as a PDF and then store it on the client's Overview page before deleting it. 

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