Billing Automation: Automatically Create Superbills
Billing automation includes the ability to automatically create monthly superbills. You may select any day of the month when configuring this feature. By default, your account will be set to generate superbills on the 1st of the month.
When should I set my superbills to be created?
Superbills will be generated on the day of the month selected in the dropdown for services completed the prior month. If you want to collect payments from clients before creating superbills so that the superbills reflect their payments, it’s best to delay superbill creation until after the date you'd normally collect payments from your clients.
Example 1: Your superbills are set to be created on the 1st of the month. On July 1st, eligible clients will have superbills created for June date(s) of service (or earlier if applicable).
Example 2: Your superbills are set to be created on the 31st of the month. On July 31st, eligible clients will have superbills created for June date(s) of service (or earlier if applicable).
Note: This setting is only used to determine which day automatic superbills will generate. You must enable each client you wish to generate superbills for from the client-level settings described below.
Client-level settings
In addition to account-level configuration, each client must have the Automatically Create Superbills setting enabled in order for superbills to be automatically created. Go to Clients > [Client Name] > Billing > Settings to verify that it's turned on.
What will be included on the superbill?
All insurance-eligible services (those tied to CPT codes) that occurred the previous month or earlier will be included.
Note: If you select the 31st, 30th, etc. for superbill creation and a month doesn't have that many days, the superbill creation will run on the last day of the month.