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.
All appointments included in the date range you selected will appear on the superbill. There isn't a way to remove an appointment from or edit a superbill. To create a superbill with specific appointments listed, you can edit the date range accordingly.
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.
How can I update the NPI that's listed on a superbill?
The Individual (Type 1) NPI, belonging to the rendering provider for a specific date of service, will populate in the Provider information section of a superbill created for that appointment.
Note: If a superbill includes multiple appointments held by different clinicians, the Individual (Type 1) NPI of the client's primary clinician will populate in the Provider information section of the associated superbill.
If the Individual (Type 1) NPI is missing or incorrect for a clinician, this NPI can be managed by the provider going to: My Account > Settings > My Profile > Clinical and updating the NPI Number on this page.
Or, the Account Owner can manage this for another clinician by going to: My Account > Settings > Team Members, clicking the name of the clinician and updating the NPI # field under Clinician Information.