Feature Requests

Currently the only email on the superbill is the default email on the patient's chart. This is not ideal as many adult patients have their parents paying for their visits and help manage their finances. Instead of automatically putting the patients email, please have it be a drop down list where we can select which email we want from the chart (including the contacts listed on the chart)

When our clients split payments into multiple invoices, it causes an issue when creating a superbill. Please create an editable superbill option/template.

I second, triple, +++ this request

Auto send super bill option

as of right now, you suggest we unlink sessions from the package but it does not show it as being paid for in the package then. we need to send superbills after each session of a package but the way the superbill reads shows the full amount paid for and then incorrect units for that.

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

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!!!

Either remove the package "total paid" from the superbill all together OR add a feature where it can register the percentage of a package paid per individual date of service OR a place to edit the paid amount to match billed services listed for that DOS. For example if a 10 visit package costs $1000 the individual date of service "total paid" only reads $100. This lager total is causing issues with insurance reimbursement: Denials and/or confusion on the correct amount. Thanks!

When a service is a flat rate, but insurance calls it a number of units, the cost divided by the units is not always a round number. E.g.$1108/9 units is 123.1111111... When multiplied out $123.11 x 9 units, this totals $1107.99 which does not = $1108..... So I CANNOT ISSUE A SUPERBILL because of that one silly penny! Please allow an option for rounding error (<$1?) for those of us in this very frustrating situation. I cannot simply change my prices since the number of units is based on time and the possibilities are infinite. Additionally, if there is a discount on the invoice, this is not reflected in the superbill which seems.... fraudulent? If the service is $1000 but the patient has a discount of $200, the $800 should be reflected on the superbill, correct? Right now I don't see this happening automatically. Thank you for your help!

On superbill, the ability to identify location (e.g., office vs. telehealth) for EACH appointment, individually