Changing "Make payments to" on a superbill


Superbills can be customized so either the Provider, Practice, Client or Primary Insured are reimbursed.

To do this you will need to go to the CLIENT DETAIL PAGE and select the EDIT CLIENT INFO link

Edit client info link on Client Detail Page in SimplePractice

Select the BILLING & INSURANCE tab.

Selecting Billing & Insurance tab in SimplePractice

In the section labeled INSURANCE, go to the field labeled PAYMENTS To and then select either PROVIDER, CLIENT or PRIMARY INSURED.

Changing payment recipient in SimplePractice


Make sure you hit "SAVE" when you have made the changes!


If you your client is a minor or dependent make sure to select the appropriate Client's relationship to insured.

Then you will need to enter the First and Last name of the Primary Insured.  Only the Primary Insured's name is required.

Selecting appropriate clien't relationship to insured in SimplePractice

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