Overview
This page provides instructions to set up your procedures and Super Bills, including adding codes, setting your fee schedule, and generating Super Bills for your practice.
Tags
Procedures
Super Bills
Billing
Fee Schedule
Steps to Set Up Procedures and Super Bills
Navigate to Procedures and Super Bills:
Go to
Settings > Billingand select Procedures and Super Bills from the menu on the left.
Review and Add Codes:
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.
Set Your Fee Schedule:
Each code includes a fee field where you can set the charge for each service.
To adjust a fee:
Click Edit next to a code, fill in the appropriate amount, and save.
Note: If you’re uncertain about rates, consult a colleague or an insurance billing specialist.
Add Default Modifiers (if applicable):
Add default modifiers to codes in your template if needed. Modifiers provide additional billing details, particularly for insurance purposes.
Configure Super Bill Settings:
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.
Finalize Service Fees and Discounts:
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.
Generating Super Bills
Access Patient Chart and Add Services:
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.
Add Diagnostic Codes:
Select a relevant diagnostic code (e.g., low back pain) and save.
Finalize and Print Super Bills:
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.
Tips and Additional Resources
Access articles or video tutorials on Super Bills by selecting the help bubble on the page.
If you need one-on-one support, book a meeting with a support specialist for further assistance.