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Creating Superbills

A superbill is an itemized receipt that clients can submit to their insurance company for reimbursement when your practice is out-of-network or does not bill insurance directly. Generating accurate superbills supports your clients' financial access to care.

What a Superbill Includes​

  • Provider name, NPI number, and practice address
  • Client name and date of birth
  • Date of service
  • Diagnosis codes (ICD-10)
  • Procedure codes (CPT)
  • Amount charged and amount paid

How to Generate a Superbill​

  1. Go to the Billing section or open the relevant invoice.
  2. Click Generate Superbill.
  3. Verify that all diagnosis and procedure codes are accurate.
  4. Click Save or Download to produce the superbill as a PDF.
  5. Share the superbill with the client via the client portal, email, or direct download.

Tips​

  • Confirm ICD-10 and CPT codes are documented in the clinical note before generating the superbill to ensure accuracy.
  • Clients should submit superbills to their insurance company directly — your practice is not responsible for the reimbursement outcome.