Generating Superbills
Answered
I have a client who recently switched to an insurance I am not paneled with. How do I generate a superbill to email to the client so she can get reimbursed?
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Official comment
Hi Chelsie,
I would be happy to help you with this. To create a superbill for this client:
- Go to the client's Client Overview page.
- Click on the Billing tab.
- Set the date range to include the sessions that your client needs reimbursement for.
- Click +Create New, and select Superbill.
- Verify that the information is correct on the superbill.
- 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,
Comment actions -
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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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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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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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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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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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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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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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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Hi Shayla, the (02) Insurance Place of Service indicator is for Telehealth appointments. If you held an in-person appointment at the client's home, feel free to go to your Settings > My Practice > Locations > to edit an existing Office Location and change the Insurance Place of Service at the bottom of pop-up window. You can also create a new Office Location and edit the Insurance Place of Service. You'll want to delete the existing Superbill. Go back to the appointment on the Calendar and make sure the appointment's Office Location is set to the one you changed the Insurance Place of Service for. Then, go to the client's Billing tab > New > Superbill. The new Superbill should have the edited Insurance Place of Service.
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