In this lesson we’ll cover the following topics:
- Customizing Your Superbill Template
- Creating Superbills
- Re-booking Clients With the Same Billing Codes
- Time of Service Discount
- Adding Billing Codes to a Paid Invoice
- Generating Batch Superbills
If you haven’t already customized your Superbill template such as adding your business logo, practitioner license number(s), and electronic signature to your profile, please review our guide on customizing receipts here first.
Here are the steps to creating a Superbill for your clients when they pay upfront for your services.
Patients can submit this document for insurance reimbursement (so you don’t have to, phew!).
You can generate a superbill for any appointment (paid or unpaid) after you’ve added billing codes. As a reminder, you can add billing codes to the Insurance Info section of an appointment from the Schedule.
Additionally, you can add billing codes via the patient’s profile in Billing > Purchases > View > Insurance
Now, start typing the code number or description in the search field to pull up the required billing code(s).
Any codes that you have starred as a favourite in Settings > Billing Codes will pop up first in the drop down list for quick access.
For more information on the work flow for adding billing codes to a visit, please have a look at our Adding Billing Codes and Insuring a Patient Visit guide doc.
Custom Billing Codes
What if I can’t find the billing code(s) that I need or what if I don’t want any prices associated with the codes I add and just want to bill the treatment price?
No problem! With a Full Access account, you can configure your billing code sets and add custom billing codes to your Jane account.
Head to Settings and choose the Billing Codes tab.
1) Configure Your Billing Code Sets:
Under Code Sets choose which type of codes to display throughout Jane and hit Save Billing Code Sets.
2) Create a Custom Billing Code:
Click New Billing Code at the top right to create your own.
You can create your own custom billing or diagnostic code by assigning it a code, label (name), and amount.
You can leave the Amount field blank if you want to populate codes that do not override the treatment price on the Superbill. Custom codes without a $ amount will be added onto the Superbill as text that do not affect the invoice price of the appointment.
Please refer to our guide on custom billing codes for more information on adding billing codes that you don’t find from our pre-loaded sets in Jane.
Printing, Generating a PDF, or Emailing a Superbill
Once you have added all of your billing and diagnosis codes to your patient’s visit, you can either Print, Generate a PDF, or Email a superbill to your patient.
To select from these options, you’ll need to click the arrow beside the Pay button either from the appointment window on the Schedule:
Or when viewing the purchase from the patient’s Billing area (Billing > Purchases > View > Arrow):
Here’s what a standard Superbill looks like:
You can also email or print a receipt directly through the Pay workflow that will include your added billing codes.
Note that the layout is slightly different in this receipt format:
Patients can be given either document for insurance reimbursement!
Need to book in a patient for a subsequent visit where all (or most) of the Insurance Info will be the same as a previous service date?
If so, you can copy insurance information either when booking a patient visit or after the patient has booked to save yourself some time.
1) At the time of booking
By using the Copy button under the Billing Info section of the appointment pane of the previous appointment, you can re-book the client with all the billing codes from the last visit with a single click!
Click here for step-by-step instructions on copying appointments.
2) After the Appointment is Booked
However, if the patient books the appointment on your online booking site, Jane won’t make an assumption on what billing codes to attach to the visit (since Jane doesn’t know which procedure codes will apply).
In these cases, when the patient comes in for their visit, you would just need to open up the appointment from the Schedule, head to the Insurance Info section, click the “Add Claim” button, and select the copy previous option you’d like to apply.
Pro Tip: you can save your most commonly used codes as a starred note in the patient’s profile to quickly copy and paste your codes in :)
Have a paid visit that you need to add billing and diagnosis codes to? Have a look at our Adding Billing Codes to a Paid Invoice guide document for some help!
Would you like to offer your patient a time of service discount and you need that discount to reflect on the superbill? Our Time of Service Discount guide doc walks through how to do so!
Want to export multiple superbills in one go? If so, check out the following guide: Generating a Batch: Superbills & CMS-1500s
If there are any other workflows that you’re trying to act out, or have questions not answered by the guide don’t hesitate to reach out to us at firstname.lastname@example.org