Version 20.3

Path: Clinical, Practice Management, or Billing tab > Patient Chart button > Charges > New Superbill button
Path: Clinical tab > Superbill button > Charges > New Superbill button

Overview

Superbill charges are automatically passed from the clinical team as they complete their documentation; however, it may be necessary to manually enter superbill charges. If a user find that they are repeatedly entering the same charges, they may consider creating a Superbill Template to streamline the process.

Manually Enter Superbill Charges

1. Navigate to the Superbill- Pending Procedures window by following one of the paths above. If you have not yet searched for and selected a patient, you will need to do so before proceeding. The patient's name is displayed at the top of the window.

1. Enter the following information:

• Assist by: This is the staff member who assisted during encounter (optional).
• Render by: This is a required field and indicates the provider who rendered services.
• Supervisor: This field is only required when the Rendering provider requires a Supervising provider. 
• Bill patient all charges: Select this checkbox if all charges are the patient's responsibility and should not be sent to the insurance.
• Service Date: This date defaults to the current date. It may be changed to a prior date in case of back entry.

1. In the Diagnosis section of the window, click the Add button  to add a diagnosis code.
2. Search for and select the diagnosis code(s):

1. Click in the blank ICD-10 Description field or the ICD-10 field. 
2. Entering a description (in the Description field) or the code (in the ICD-10 field).
3. Click the DX Search button.
4. Select the code.
5. Click the Save button .
6. Repeat until all diagnosis codes have been added to the diagnosis section.

1. Add the CPT Code(s):

1. Click to select a Category. The codes included in the electronic superbill are displayed. 
2. Double-click a code from the list displayed.
3. Repeat until all codes have been added to the superbill.

OR

1. Click the Lookup CPT button. The CPT Code window is displayed.
2. Search for and select the CPT Code(s) to add to the superbill.
3. Repeat until all codes have been added to the superbill.

1. Confirm the correct DX 1-DX 4 fields are populated for each CPT code.
2. Edit the following fields, if necessary:

• Units
• Bill Pt
• EPSDT
• EP Ref
• POS
• NDC ID 

• Couns?

1. Select a Stage for the superbill. The default selection is 'Ready', but can be changed to indicate if the superbill is not yet ready to be converted.
2. Enter any comments, if necessary.
3. Click the Exit button. The unposted superbill is displayed in the Superbill (Unposted) Charges section of the Charges window in the patient chart and in the Superbills tab of the Billing Center.

Create a Superbill Template

Superbills entered manually may also be saved as a template to use for future use for other patients. To save a superbill as a template:

1. Create the superbill following the steps above.
2. Click the Templates tab.
3. Click the Add button located the the bottom of the Template Name section.
4. Enter a name for the template.
5. Click the OK button. The template is saved to include the DX and CPT codes, but the provider and service date will still need to be selected when the template is used.

To use a saved superbill template:

1. Navigate to the Superbill- Pending Procedures window.
2. If not already selected, search for and select the patient.
3. Click the Templates tab.
4. Select the temple to use.
5. Click the Use button.
6. Click Exit.

Version 20.2

Path: Clinical, Practice Management, or Billing tab > Patient Chart button > Charges > New Superbill button
Path: Clinical tab > Superbill button > Charges > New Superbill button

Overview

Superbill charges are automatically passed from the clinical team as they complete their documentation; however, it may be necessary to manually enter superbill charges. If a user find that they are repeatedly entering the same charges, they may consider creating a Superbill Template to streamline the process.

Manually Enter Superbill Charges

1. Navigate to the Superbill- Pending Procedures window by following one of the paths above. If you have not yet searched for and selected a patient, you will need to do so before proceeding. The patient's name is displayed at the top of the window.

1. Enter the following information:

• Assist by: This is the staff member who assisted during encounter (optional).
• Render by: This is a required field and indicates the provider who rendered services.
• Supervisor: This field is not required, but should be completed with a Supervising provider, when applicable. 
• Bill patient all charges: Select this checkbox if all charges are the patient's responsibility and should not be sent to the insurance.
• Use vaccine DX: Select this checkbox if immunizations should be assigned diagnosis code Z23.
• Service Date: This date defaults to the current date. It may be changed to a prior date in case of back entry.

1. In the Diagnosis section of the window, click the Add button  to add a diagnosis code.
2. Search for and select the diagnosis code(s):

1. Click in the blank ICD-10 Description field or the ICD-10 field. 
2. Entering a description (in the Description field) or the code (in the ICD-10 field).
3. Click the DX Search button.
4. Select the code.
5. Click the Save button .
6. Repeat until all diagnosis codes have been added to the diagnosis section.

1. Add the CPT Code(s):

1. Click to select a Category. The codes included in the electronic superbill are displayed. 
2. Double-click a code from the list displayed.
3. Repeat until all codes have been added to the superbill.

OR

1. Click the Lookup CPT button. The CPT Code window is displayed.
2. Search for and select the CPT Code(s) to add to the superbill.
3. Repeat until all codes have been added to the superbill.

1. Confirm the correct DX 1-DX 4 fields are populated for each CPT code.
2. Edit the following fields, if necessary:

• Units
• Bill Pt
• EPSDT
• EP Ref
• Location
• NDC ID 

• Couns?

1. Select a Stage for the superbill. The default selection is 'Ready', but can be changed to indicate if the superbill is not yet ready to be converted.
2. Enter any comments, if necessary.
3. Click the Exit button. The unposted superbill is displayed in the Superbill (Unposted) Charges section of the Charges window in the patient chart and in the Superbills tab of the Billing Center.

Create a Superbill Template

Superbills entered manually may also be saved as a template to use for future use for other patients. To save a superbill as a template:

1. Create the superbill following the steps above.
2. Click the Templates tab.
3. Click the Add button located the the bottom of the Template Name section.
4. Enter a name for the template.
5. Click the OK button. The template is saved to include the DX and CPT codes, but the provider and service date will still need to be selected when the template is used.

To use a saved superbill template:

1. Navigate to the Superbill- Pending Procedures window.
2. If not already selected, search for and select the patient.
3. Click the Templates tab.
4. Select the temple to use.
5. Click the Use button.
6. Click Exit.