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Superbill, make payments to: contact (parent), not minor

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  • Sara

    Hi Sarah,

    Superbills can be customized so that the provider, practice, client, or the primary insured individual can be reimbursed from the insurance payer. 

    To change the Make payments to field on superbills: 

    • Navigate to the client's Overview page 
    • Click Edit 
    • Select the Billing and Insurance tab
    • Select the individual to send superbills to in the For Superbills, send Paymentto dropdown
    • Click Save Client

    If your client is a minor or dependent, make sure to select the appropriate option for Who is the Primary Insured? and enter the Primary Insured's information. The selection you make from the For Superbills, send Payment to dropdown will appear at the bottom of the superbill in the Make payments to field.

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