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Generating Superbills

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13 comments

  • Official comment
    Whitney

    Hi Chelsie,

    I would be happy to help you with this. To create a superbill for this client:

    1. Go to the client's Client Overview page.
    2. Click on the Billing tab.
    3. Set the date range to include the sessions that your client needs reimbursement for.
    4. Click +Create New, and select Superbill.
    5. Verify that the information is correct on the superbill.
    6. Click the email (letter) icon to email the superbill to your client.

    You can also learn more about creating superbills in this helpful guide: Creating superbills. Have a wonderful rest of your day.

    Best Wishes,

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  • Ellen M. Reynolds M.A., L.P.C.

    My client's email address is in the system with the box checked "ok" to send emails, yet when I try to send her Superbill, it doesn't recognize the email. 

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  • Gillian

    Hi Ellen, because this is specific to your account and the client, a member of our Success team will reach out to you privately to assist.

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  • Linda Hardy

    Is there a way I can tell SP to email Superbills to a different email address than the client's?  Have a young adult client whose parent needs the Superbills.  Each time I send one I am manually changing the email address to the parent's email, sending the Superbill, then manually changing it back to the client email, which is cumbersome.  Thanks!

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  • Amber

    Hi Linda, 

    I'd be happy to help. You can easily add the client's parent as a Contact under Edit Details > Contacts. Then, mark the Contact as "Responsible for Billing." That Contact will then have access to the client's Portal to review billing documents, optionally pay for sessions, and access Superbills.

     

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  • Anita Stoll

    I need to edit the amount on an invoice for a client.   However, the 3 sessions in question were inadvertently included on a recent superbill.  They were unpaid, but appeared on the superbill (as unpaid) when I created it.   It seems that my inability to edit the amount on the invoice may be related to the fact that these 3 sessions already appeared on a superbill.  Is that correct?  How can I remedy this?  

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  • Gillian

    Hi Anita, I'd be happy to help. Once a Superbill has been created for an appointment, SimplePractice considers it "locked" for edits. To adjust the past session fees, first delete the Superbill, then make the adjustments to the Client Responsibility for the past sessions on the client's Overview > Billing tab. Finally, delete and recreate the invoices and Superbill to accurately reflect what the client owes and has paid. 

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  • Alison Ritchie, LMFT, LPC, RPT-S

    Hi there,

    I would like to be able to email super bills to both parents of my minor clients, but SP will only send an email to the first email entered under the contact listed as the party responsible for billing.  Is there a way to email super bills to both parents without going in, deleting the first parent's email address and then adding the second parent's?  It is very cumbersome to do so, and many parents are divorced/separated and both need a copy.

    Many thanks,

    Alison

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  • Alison Ritchie, LMFT, LPC, RPT-S

    Hi there,

    I would like to be able to email super bills to both parents of my minor clients, but SP will only send an email to the first email entered under the contact listed as the party responsible for billing.  Is there a way to email super bills to both parents without going in, deleting the first parent's email address and then adding the second parent's?  It is very cumbersome to do so, and many parents are divorced/separated and both need a copy.

    Many thanks,

    Alison

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  • Alison Ritchie, LMFT, LPC, RPT-S

    Hi again,

    I am new to SP and still trying to figure out how to automate billing. I set my clients' billing profiles to automatically generate a monthly super bill and to email it out on the 8th of the month, starting with the super bills for April.  However, when I logged in this morning, no super bills were generated at all.  Please let me know how I can fix this.

    Many thanks,

    Alison

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  • Lisa Crilley

    Like Alison above, I have SP to generate and e-mail superbills to my patients but it is not happening. Please advise.

    Thank you

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  • Gillian

    Lisa, I'd be happy to help with this. A member of our Success team will reach out to you shortly to look into why your Superbills were not generated recently. 

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  • Leanne Masi

    HI there,

    I have checked the box to generate a new superbill monthly for a few clients, but when i got to their billing, no new superbill is created.  I have to do it manually.  Is there a way to have to create one each month (with all sessions that month) and then have it automatically sent to the client?  

     

    If I have th auto-generate set up, is it emailing it to the clients, or are they being uploaded to their client portal?  If this is the case, then my clients have to ask for a new link to the portal everyitme since link doesnt last

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