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.

Auto send super bill option

While there is a way to create individual clinician invoice price settings that override the defaults in the account, there isn't something like that for superbills (or for units of superbill). That would be a helpful feature: when there are different unit amounts being billed for different people in the same practice, this feature would limits the risk of clinician/user error when inputting information into the superbill after a client visit, and wouldn't require me as a supervisor having to go over all the superbills closely to make sure there aren't unintentional errors before they are submitted.

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

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.

There is no way currently to run a report or list that tells you whether a client was sent a superbill for their paid invoice, and there is no way to automatically send a superbill. We need a way to look at a glance, ideally at a range of dates for invoices, and see if a superbill was sent for each paid invoice.

It was noted by our practitioners here that it would be much easier for them to make the superbill inside the SOAP note vs. from the invoices

We get a nice layout of invoices, but can't tell which ones are attached to a superbill. Some visits I forget and then don't know if I am sending duplicates. There needs to be a record.

Give clients the ability to generate a superbill for multiple invoices within a date range on their own