Superbills: Share a Superbill

Note: You may automatically share your billing documents. See our Superbills: Automatic Sharing article for details on setting that up. You may also choose to exclude billing document PDFs in the email and only share them through the client portal. You may adjust this from your Bill Settings > Billing tab in the Bill Settings section.

Manually sharing a superbill

Any superbill you created can be viewed under Clients > [Client Name] > Billing > Documents. Click into the superbill to open it, then click the Share button at the top.

Share a Superbill
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us