Feature Requests

I only have a few clients that request superbills so I forget to create them once the invoice is paid. It would be nice to have an alert that can be turned on for specific clients that will prompt you to create the superbill once the invoice has been paid.

Would love an automated super bill feature

We are requesting that IntakeQ add a setting to disable the ability to send Superbills via email. Email is not a secure medium, and the risk of sending sensitive information to the wrong recipient due to human error is a serious concern. To support better privacy and data security practices, we would like Superbills to be sent by default through the secure client portal by default. This not only reduces risk but also aligns with industry best practices for handling protected health information (PHI). Having this system-level control would help mitigate mistakes before they happen.

We had a patient request a superbill using the provider's NPI rather than the group NPI. If you can make this happen that would be great

Auto send super bill option

I second, triple, +++ this request

I would like to easily switch to my EIN on superbills instead of SS#. Currently I have to go into claims section to change it then create the few super bills and then go back to make sure it’s changed to SS# for claims.

For sliding scale patients, please have CPT code prices adjust to match the price schedule or custom fees, so that the Superbill matches the Invoice and doesn't have to be manually adjusted every.single.time. PLEASE & THANK YOU!!!

The way PQ formats superbills makes them unusable when submitting them to insurance companies. Some of us don't file claims but we give the patient a superbill in their portal or via snail mail so they can then send it to their insurance company. However, PQ does not link each procedure code with a diagnosis but just lists the diagnoses altogether. This renders the superbill unusable. Insurance companies will reject them. See the attached superbill from my Practice Fusion EMR. I want to switch to PQ but the superbill format is a deal breaker. Please consider improving the format.

Be able to have the system automatically send superbills to clients on a regular (e.g., monthly) basis