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Changing "Make payments to" on a superbill

Superbills can be customized so that the provider, practice, client, or the primary insured individual can be reimbursed from the insurance payer. 

Note: See Creating superbills to learn how to create a superbill. 

The following steps can show you how to change the Make payments to field on superbills: 

  • Navigate to the client's Overview page 
  • Click Edit details > Billing and Insurance tab

billingandinsurance.simplepractice.clientinfo.jpg

  • Select the individual you want in the For Superbills, send Payment to dropdown 

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  • Click Save Client  

If your client is a minor or dependent, make sure to select the appropriate option for Who is the Primary Insured? and enter the Primary Insured's information. 

primaryinsured.simplepractice.billingandinsurance.jpg

The selection from the For Superbills, send Payment to dropdown will appear at the bottom of the superbill in the Make payments to field. 

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