Is there a way to change the default option for the "pay to" field on superbills to "clinic" for all clients? Right now the default is 'provider,' and I have to change it individually each time we generate a superbill.
Thank you!
Community
Hi Isaac,
I understand that you're looking to update the "Pay to" option for your Superbills so that payments are made towards your clinic instead of the provider. While there's no way to update the "Pay to" option for all clients at once, you can follow the steps below to update the "Pay to" option for one client at a time so that all future Superbills are paid toward the clinic instead of the provider:
1. Search for and select the client in your search bar.
2. Click Edit > Billing and Insurance.
3. Scroll down to the "Insurance Information" section and update the "For Superbills, send Payment to" dropdown menu to Practice.
4. Scroll down and click Save Client.
Now all of the future Superbills which you create for this client will have the "Pay to" option automatically made towards the clinic instead of the provider.
For detailed information on how to do this, please refer to this Help Center guide: Changing "Make payments to" on a superbill.
If you have any additional questions regarding this, please reach out and let me know.
Warmly,
Hi Isaac,
I understand that you're looking to update the "Pay to" option for your Superbills so that payments are made towards your clinic instead of the provider. While there's no way to update the "Pay to" option for all clients at once, you can follow the steps below to update the "Pay to" option for one client at a time so that all future Superbills are paid toward the clinic instead of the provider:
1. Search for and select the client in your search bar.
2. Click Edit > Billing and Insurance.
3. Scroll down to the "Insurance Information" section and update the "For Superbills, send Payment to" dropdown menu to Practice.
4. Scroll down and click Save Client.
Now all of the future Superbills which you create for this client will have the "Pay to" option automatically made towards the clinic instead of the provider.
For detailed information on how to do this, please refer to this Help Center guide: Changing "Make payments to" on a superbill.
If you have any additional questions regarding this, please reach out and let me know.
Warmly,