Configuring and managing superbills

This tutorial explains settings for superbills and how to create and manage them.

Create a superbill from a bill

This Sessions Health tutorial teaches you how to create a superbill from a bill.


What is a superbill?

A superbill is an itemized list of all services provided to a client. It is normally used by clients that need to pay for their services upfront and then get reimbursement from their insurance company after they have paid. In Sessions Health, superbills and Invoices are very similar, but the superbill contains additional information that the insurance company needs to process the reimbursement claim. When using superbills, typically, the client would pay you first out-of-pocket and then submit the superbill to their insurance for reimbursement.

Information on a superbill

The superbill will contain information about the client visit, including:

  • Practice information
  • Provider information
  • Bill information
  • Services rendered including CPT codes and ICD-10 codes
  • Charges
  • Payments made against the bill

Note: Superbills contain both client medical information as well as client identifying information, so you should take all necessary precautions to protect your client's information when sending it out.


Configure the superbill payee

Under  Billing SettingsSettings > Bill Settings panel, click Edit to set who the superbills should be paid to. The options are: Clinic, Provider, Client, or Not included. 


Create a superbill

1. Set up the session(s) you'd like to bill with at least one insurance-eligible service.

Note: If you haven't set up any services yet, you can go to your Billing Services page to configure them.

When setting an appointment, be sure to select a service with a CPT code. Other services are not eligible for insurance reimbursement and will not be included in a superbill. 

After your insurance eligible service has occurred, you can go to the Client Billing page to create a new bill from within the Pending section.

2. Generate a superbill or have superbills autogenerated

Manual Creation

From any bill details screen, you may click the '...' menu and select Create Superbill to manually create a superbill. Keep in mind you need to have at least one insurance eligible service, otherwise you won't see the option to create a superbill. 

Note: If a bill is in a "Pended" status, you must first save (create) the bill to move it to an "Open" status before generating or sharing a superbill.


Under  Billing Settings > Settings > Billing Automation Panel you may configure superbills to be automatically created on a specific day of the month. Choose a date that works best for you and how your clients pay. For example, you may want to wait until the 15th of the month to create superbills if you want to give your clients a couple of weeks to make any payments for the previous month's sessions.


Sharing a superbill

Any superbill you created can be viewed under Clients > [Client Name] > Billing > Documents. Superbills can be shared from here by clicking the '...' menu.

You may also share a superbill at the bottom of a bill after you've generated one.


Frequently asked questions

Is there any way to play with superbills without having to sign up with Stripe?
Yes, you can use any of the other payment type options (ie, offline credit card, cash/check, etc.) and still be able to generate superbills.

Why can't I make a superbill or why aren't superbills being generated from my sessions?
If you're using auto-billing features, first you'd want to double-check that any clients have the superbill feature turned on at the client-level. The way the automated superbill feature works is that it will look for  any eligible services in the previous month and prior to add to the superbill.

The critical piece in generating superbills is that services in the bill must have at least one eligible CPT code for a superbill to be created. You can check for eligible services by looking at either the bill or the appointment and checking to see if there are any CPT codes tied to the services. 

If you imported sessions from another EHR, they would not have services tied to a CPT code within Sessions Health and would not get picked up by the automated superbill feature. 

In the appointment below, there is a CPT code tied to the service.

Once you create the bill, a superbill is able to be generated since there is an eligible service with a CPT code.


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