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Superbills

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  • Sara

    Hi Jenn,

    To enable settings for the client to receive superbills when they are created, go to the client's Overview page > Edit > Billing and Insurance. First, make sure that Automatically create monthly Superbills for this client is turned on, then, either select Send email with billing document attached or Send email with link to Client Portal, and then check Email generated Superbills to this client.

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