Superbill
A patient-submittable invoice that itemizes services and diagnoses. Generate it from Sessions Step 5 (even mid-draft) or from the signed session page.
What's on it
- Provider info: name, credentials, NPI, plus billing address, phone, and Tax ID from your Billing Settings
- Patient info: name, birthday, sex, contact, address; a guardian policy holder for patients under 18
- Service date, superbill number, place of service, and service time
- CPT service lines: code (with any modifiers, e.g. 97802-95), description, units, unit fee, total
- ICD-10 diagnoses
- Total charges
Billing address, phone, and tax ID come from Billing → Billing Settings (avatar menu → Billing). Fill them in before generating your first Superbill — see Billing Settings.
When to use it
- Patient pays out-of-pocket and submits for reimbursement themselves.
- You're not contracted with the patient's payer but they have out-of-network benefits.
For direct insurance submission, generate a CMS-1500 instead.