A superbill is a detailed receipt that clients can submit to their insurance provider for reimbursement. When generating a superbill in Upheal, you can:
Fix missing CPT codes as you go, so your superbills meet insurance requirements
Include only the services you want, and leave out anything that shouldn’t be billed
Preview before sending, so you can catch errors
Upheal generates superbills from paid invoices, so you’ll need invoices marked as paid before you can create one.
Generating a superbill
Superbills can cover up to 12 months of services, and you can choose exactly which services to include or exclude.
To generate a superbill:
Click Payments in the left menu.
Click New in the top right.
Select Superbill.
Select the client from the Client dropdown.
Select the billing period from the Superbill period dropdown. You can go back up to 12 months.
Check the boxes next to the services you want to include. Only services from paid invoices appear here.
If any services are missing CPT codes, you can add it by selecting it from the CPT code dropdown next to that service.
As you make changes, the preview of the superbill on the right updates automatically. It's a good idea to look closely at the preview before you generate the superbill, as superbills cannot be edited once generated.Click Generate to create the superbill.
You'll be returned to the Payments page. Click the Superbills tab.
To download or send the superbill, click the three dot icon on the right and select the desired action.
Can I edit a superbill?
At this time, generated superbills can't be edited.
If you find an error after generating a superbill, you'll need to delete the incorrect superbill and generate a new one.
To delete a superbill:
Click the three dot icon on the right of the superbill.
Select Delete.
To confirm that you want to delete the superbill, click Delete.
You can now generate a new superbill.