Invoices vs. Superbills
Answered

I am new to private practice and am accepting private pay only. I know I need to generate Superbills for some of my clients who want to submit to insurance. Should I also generate invoices for these clients? 

Thanks for your help!

Pat

4 comments

  • Comment actions Permalink
    Avatar
    Liz B.

    Hi Patricia,

    It's exciting to hear that you're entering private practice. To give you some more information, Superbills are going to be used by your clients to get reimbursed by their insurance. Invoices in SimplePractice behave like bills (when they are Unpaid) and receipts (when they are Paid). They are the building block of our billing system, and sessions on a Superbill are marked as paid or unpaid by the client based on the paid or unpaid status of the Invoice associated with that date of service.

    Here's an example Superbill. This client's sessions ​from 1/15 - 1/28 are associated with Paid Invoices, but the session on 1/30 hasn't been paid yet, so the Paid column has $0 for that date of service. 

    However, you don't need to share these Invoices with clients unless they request them, since the payers don't need the Invoices themselves in order to process reimbursements. 

    To learn more, check out our Help Center guides:

    Please let me know if there's anything else I can do to help you,

    Hi Patricia,

    It's exciting to hear that you're entering private practice. To give you some more information, Superbills are going to be used by your clients to get reimbursed by their insurance. Invoices in SimplePractice behave like bills (when they are Unpaid) and receipts (when they are Paid). They are the building block of our billing system, and sessions on a Superbill are marked as paid or unpaid by the client based on the paid or unpaid status of the Invoice associated with that date of service.

    Here's an example Superbill. This client's sessions ​from 1/15 - 1/28 are associated with Paid Invoices, but the session on 1/30 hasn't been paid yet, so the Paid column has $0 for that date of service. 

    However, you don't need to share these Invoices with clients unless they request them, since the payers don't need the Invoices themselves in order to process reimbursements. 

    To learn more, check out our Help Center guides:

    Please let me know if there's anything else I can do to help you,

  • 0
    Comment actions Permalink
    Avatar
    Briana Lefman

    How do I generate a superbill with the following information for a client who needs it for all of our past sessions in order to provide it to to insurer?

     

    Dates of Service

    Diagnosis Code

    All of My Licensing Demographic Information

    How do I generate a superbill with the following information for a client who needs it for all of our past sessions in order to provide it to to insurer?

     

    Dates of Service

    Diagnosis Code

    All of My Licensing Demographic Information

  • 0
    Comment actions Permalink
    Avatar
    Kara Johnson

    Did you ever get an answer to this? I am trying to do the same. 

    Did you ever get an answer to this? I am trying to do the same. 

  • 0
    Comment actions Permalink
    Avatar
    Philip K. McBrain

    Go to the Client page of the client in question. 

    Click on Billing

    Select the date range for which you wish to create the Superbill (e.g., 8/1/2019-8/31/2019)

    Click the button to the right of the date range and select Superbill. 

    This will create a Superbill with any sessions that took place within the date range specified. The Superbill will contain your business name, tax-id, session date, description of service, amount of invoice (unpaid or paid).

    Not sure about adding the Dx code, but I think there is a video or at least a Help article for adding Dx code to the Superbill.

    Go to the Client page of the client in question. 

    Click on Billing

    Select the date range for which you wish to create the Superbill (e.g., 8/1/2019-8/31/2019)

    Click the button to the right of the date range and select Superbill. 

    This will create a Superbill with any sessions that took place within the date range specified. The Superbill will contain your business name, tax-id, session date, description of service, amount of invoice (unpaid or paid).

    Not sure about adding the Dx code, but I think there is a video or at least a Help article for adding Dx code to the Superbill.