There are two ways of creating superbills in TheraPlatform. Administrator/biller can create and send superbills to clients manually or can enable auto superbill creation and our system will automatically create and send superbills.
Note: When you enable auto superbill creation under Settings, TheraPlatform will automatically create superbills for all of your clients. However, if you have some clients that don't need a superbill, you can still enable the auto superbill function under Settings and disable this function under the client's chart. To learn how to disable the auto superbill function for particular clients, please refer to this article.
Here are instructions on how to create and send superbills manually
Step 1: Click on Clients.
Step 2: Locate your client and click View.
Step 3: Click on Billing.
Step 4: Click on Superbills.
Step 5: Click on Add Superbill.
Step 6: This will create your superbill, which you can view by clicking on the blue box. This will allow you to review all the charges, etc., and delete the charges as well.
Note: In order to create a superbill, you need to add services under Settings > Billing > Services and you need to schedule a meeting on the calendar with services entered under the Services field. If you lack, these you will see a warning message that the superbill cannot be created. If you accidentally deleted the meeting prior to creating the superbill, you will also get a warning message and you will need to schedule a meeting again with the service entered.
Please make sure to first set up your private practice before creating superbills.