Once you have completed and signed a Client session that contains a "Billable Service" (covered here), the finished session will show up on the "Billing" tab on the Client's record.
Clicking on the pending session will take you to a screen where you can choose the sessions (if there is more than one pending for the Client) that you would like added to the bill.
From this screen, you can add any additional notes that you need to add to the bill and select when the bill is due; 15, 30, 45, 60, 90, or 120 days. Click "Save" to create the bill.
After the bill is created, you have multiple options on how you can send the bill to the Client or the insurance provider.
If the Client has insurance coverage, and you want to send a 1500 Claim form to the insurance company for reimbursement, you can click on "New 1500 Claim."
You will be asked to confirm the Client's insurance information, personal information as well as your professional information then your 1500 form will be ready to download. You can download your 1500 PDF with the form background present or not if you already have pre-printed 1500 forms. Once you select which one, a PDF will be generated for you to download.
Once your bill is submitted and you have received reimbursement from the insurance company, you can add "Explanation of Benefits" to the bill, this includes Co-Payments, Insurance Amount Paid, and, if any, Written off Amount.
Form the main billing screen, you also can create an invoice to go directly to the Client. Click on the
... menu and select "View Invoice PDF," this will generate an invoice that you can give to the Client or mail to the Client. Invoices contain both Client medical information as well as Client identifying information, so it is not best practice to email a Client an invoice unless you are positive that both parties' email providers are HIPAA compliant.
Form the main billing screen, you also can create a Superbill to go directly to the Client. Click on the
... menu and select "Create Superbill," A Superbill is an itemized list of all services provided to a client. A Superbill can only be generated once the Client has partially or fully paid the bill. The Superbill will also contain additional information about the Client visit, including practice information, CPT codes, ICD-10 codes, and more. It is used by Clients that need to pay for their services upfront and get reimbursement from the insurance company after they have paid. In Sessions, Superbills and Invoices are very similar, but the Superbill contains additional information that the insurance company needs to process the reimbursement Claim.