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

Select the BILLING & INSURANCE tab.

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


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.

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