Billing and Payment

The Billing and Superbill process enables healthcare providers to create accurate, claim-ready billing records by selecting the patient, adding diagnoses and services, reviewing charges, and generating a finalized superbill for insurance submission, payment processing, and record keeping.

1. 01 Open Billing & Superbills From the Facility Dashboard, navigate to Billing & Invoices and select Superbills to manage patient billing records.
2. 02 Create a New Superbill Click Create Superbill to start a new billing record for a patient encounter.
3. 03 Select the Patient and Services Choose the patient, assign the providers involved in the encounter, and begin adding billable diagnoses and services.
4. 04 Review and Complete Line Items Verify diagnoses, enter prices and quantities for each service, and ensure all billable items are included.
5. 05 Review the Summary and Finalize Confirm the total charges, add optional notes, then save as a draft or finalize the superbill.
6. 06 View and Download the Superbill Review the completed superbill and download a PDF for insurance submission, payment processing, or record keeping.

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