Go to Settings > Billing and select Procedures and Super Bills from the menu on the left.

Codes are organized by specialty (e.g., acupuncture) and include standard codes for evaluation, management, manipulation, infrared therapy, etc.

You may add other codes if needed, but the default codes cover most scenarios.

Each code includes a fee field where you can set the charge for each service.

To adjust a fee:

Note: If you’re uncertain about rates, consult a colleague or an insurance billing specialist.

Add default modifiers to codes in your template if needed. Modifiers provide additional billing details, particularly for insurance purposes.

Under Super Bill settings, define codes for common services, including the number of units per service (e.g., units of acupuncture, infrared therapy).

This setup ensures that each service code links to its fee and unit quantity.

Check that your Cash Rate matches your Discounted Rate by setting equivalent values. Discrepancies will turn fields red until rates align.

Once rates match, the fields turn green, indicating all amounts are set.

Go to the patient’s chart and select Add Charge.

Choose a service (e.g., follow-up acupuncture) and click Generate Super Bill to create a bill based on pre-set codes and rates.

Select a relevant diagnostic code (e.g., low back pain) and save.

After generating a Super Bill, select Save and View Super Bill to view it in PDF form.

You can batch multiple Super Bills or invoices to a single PDF using the Batch Invoices to PDF Queue feature.