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
- 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
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.
- Click + Create New > Superbill
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.
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.