Feature Requests

We need the ability to generate a report of all superbills created within a selected date range, similar to the existing Invoice and Income reports. Currently, superbills can only be identified through the Audit Trail, which does not allow export, filtering by practitioner, or structured reporting. For multi-provider practices, this makes reconciliation, insurance tracking, and compliance monitoring inefficient. Requested functionality: • A dedicated “Superbill Report” under Reports • Filter by date range (Created Date) • Filter by practitioner • Filter by client • Show superbill number • Show date/time created • Show user who generated it • Ability to export to CSV • Optional filter by appointment/service date This feature would support: • Insurance reimbursement tracking • VA/self-pay superbill monitoring • Provider productivity tracking • Internal billing reconciliation • Audit/compliance documentation Superbills are currently treated as invoice derivatives, but operationally they function as a separate billing document. A reportable log similar to the Invoice list would significantly improve billing oversight and administrative efficiency.

We would like to be able to view all superbills generated for all practitioners within the organization, much like with invoices.

Is it possible to add a line directly on the superbill to allow for a discount . Currently we have to do the discount on the invoice and I often have to go back and adjust this on the invoice after I have entered the payment on the invoice. Adding a discount line on the super bill would be helpful

There is no easy way to translate invoice/superbill information if there is a discount applied to the services for self-pay clients. This leaves a discrepancy between what the client pays (shown on the invoice) and what the codes are billed to insurance (shown on the superill)

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.

Description: Currently, Practice Q only allows one clinician and one CMS location (e.g., telehealth, outpatient, patient’s home) to be selected for an entire superbill. This creates challenges when a client is seen by more than one clinician (e.g., multiple speech therapists) or receives both telehealth and in-person services within the same billing period. In these cases, I must generate multiple superbills for a single client, which is inefficient and can cause confusion. Feature Request: Please enable the option to select the rendering clinician and CMS location (place of service) for each individual line item within a superbill, rather than only at the superbill level. The default clinician and location fields could still be set on the superbill, but users should be able to adjust them for each line item using a drop-down menu or similar interface. Benefits: Eliminates the need to create multiple superbills for a single client within the same period Improves clarity and accuracy for clients and payers Supports practices with multiple clinicians or service locations Streamlines the billing process for out-of-network reimbursement Thank you for considering this enhancement!

I'd like to suggest that superbills for packages have the option to add line items for discounts. Currently, in order to denote that the person had a discount (on their package superbill) you have to edit the units for the interventions/CPT codes. CPT codes are supposed to be uniform so this poses an issue. If the package superbils had the capability to have line items added to denote a discounted price then we would have an easier way to demonstrate the price difference on the superbill.

Right now, the only way to view what superbills have been created previously, I have to scross down through every single invoice to get to the superbill list. Could we please get a shortcut on that page that takes me directly to the superbill list - and then another shortcut returning me to the top of the page?

With companies that have multiple locations, the system should be set so that when an appointment is set to a "location" it will generate that address on the Superbill. Right now it only shows the primary location, which means any Superbill at another location has to be edited outside of IntakeQ.