Super Bill

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Akiami Bigelow

• February 25, 2019 21:15

I created a Super Bill for my client, but I don't want to email it to her for privacy reasons. Is there a way for her to access the super bill I created? Can she print it out or download it from the portal?

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  Gillian

  • February 25, 2019 21:52

  She can download it from the Portal easily. Just create the Superbill, then ensure that under Edit Info > Client Portal, you have "Access Billing Documents" checked. Then, she can visit her Client Portal instance to find her Superbill and download it. 

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