How do I send out receipts?

1.) On the dashboard, click "Charts" in the left navigation menu and pick the patient/client chart you wish to view.

2.) Once you're in the chart, click on "Billing" in the top menu bar. Then, click on the "Create Superbill" tab.

3.) Choose which date range you want for the statement by clicking on the drop-down menu, then click "Submit" If you choose custom dates, you'll need to enter those in the blank boxes to the right & then click "Submit" 

4.) Here you have the option of adding a message. 

5.) Add in a diagnosis.

6.) You can remove or change the order of the diagnoses as they appear on the billing statement. This does not affect their chart in any way. It only changes what appears on the statement. 

7.) Click "Create Superbill".

Note: you can scroll to see all of the statement charges.

8.) To email the statement, click send.  To download, click the arrow>download:

That's it! If you have any question, please contact us.

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