Automatic Superbills
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I want to begin creating Superbills automatically. Is monthly the ONLY option for this? Is there somewhere I can have the system create them weekly or after each visit automatically?

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    Ruth

    Hi Crystal - At this time, the only option for automated Superbill generation is monthly. If you haven't already done so, you can set invoice generation to daily by going to Settings > Billing & Services under Invoice Settings. You can also manually generate a Superbill from the client's Billing page > adjust the date range to only include the relevant date(s) of service > +Create New > Superbill. 

    Hi Crystal - At this time, the only option for automated Superbill generation is monthly. If you haven't already done so, you can set invoice generation to daily by going to Settings > Billing & Services under Invoice Settings. You can also manually generate a Superbill from the client's Billing page > adjust the date range to only include the relevant date(s) of service > +Create New > Superbill. 

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    Camille Espinoza, LCSW-C

    I agree. I would like this option to be weekly or daily. Several clients have requested superbills at the time of service, because waiting a month to file for the insurance claim is costly for them. Please consider adding this feature. 

    I agree. I would like this option to be weekly or daily. Several clients have requested superbills at the time of service, because waiting a month to file for the insurance claim is costly for them. Please consider adding this feature. 

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    Ruth

    Hi Camille - Thanks for bringing this up, can you please share this idea on our Ideas and Suggestions Board, here: http://simplepractice.uservoice.com/. This way, other customers can weigh in and vote on your idea. Our Product Team often uses this customer feedback on this board when considering new feature enhancements. 

    Hi Camille - Thanks for bringing this up, can you please share this idea on our Ideas and Suggestions Board, here: http://simplepractice.uservoice.com/. This way, other customers can weigh in and vote on your idea. Our Product Team often uses this customer feedback on this board when considering new feature enhancements. 

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    Cristina Aicher

    Is there a way to get superbillls sent out automatically every month? I am only able to have it automatically generated 

     

    Is there a way to get superbillls sent out automatically every month? I am only able to have it automatically generated 

     

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    Ruth

    Hi Cristina - If you'd like to automate sending billing documents, including the monthly generated Superbills, to your clients, go to their client file > Edit > Billing and Insurance. Under the Email Billing Notifications section, opt to generate monthly Superbills and to automatically send email with billing documents attached, or with the link to the Client Portal. Here's more information on this process: https://support.simplepractice.com/hc/en-us/articles/360017844871-How-to-share-billing-documents-with-clients 

    Edited by Ruth

    Hi Cristina - If you'd like to automate sending billing documents, including the monthly generated Superbills, to your clients, go to their client file > Edit > Billing and Insurance. Under the Email Billing Notifications section, opt to generate monthly Superbills and to automatically send email with billing documents attached, or with the link to the Client Portal. Here's more information on this process: https://support.simplepractice.com/hc/en-us/articles/360017844871-How-to-share-billing-documents-with-clients