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Editing sueprbill

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3 comments

  • Ruth

    Hi Amanda, you'll want to delete the original Superbill and recreate it after entering your client's diagnosis! To create a new Superbill, go to your client's file > Billing tab > adjust the date range > New > Superbill. 

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  • Barbara Hayes

    how do I delete the original superbill

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  • Ruth

    Hi Barbara, go to the client's file > Billing tab and you should be able to see all billing documents attached to each appointment listed. Click on the Superbill and then hit delete to the top right of it. You can also navigate to the BILLING DOCUMENTS box to the bottom right of the client's file to see all the billing documents you've created for the client, click on the one you'd like to delete and use the delete button to the top right. 

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