How do I create and send billing statements (superbills)?

Luminello users have the ability to post charges and generate superbills for their patients/clients. If you'd like to see how to add charges/bills in Luminello, please see this article: How do I view/add/edit/delete billing transactions? In addition, please click here to learn more about our invoicing feature. There are two methods for creating superbills for your patients/clients:

From the ''Billing>All Transactions'' section.

1. Go into a patient's chart through the ''Shortcuts'' menu on the home page by selecting ''View billing'' from the ''Go to'' dropdown menu, as shown below: 

2. Click on the ''I want to...'' dropdown box and select ''Superbill''. Then, select one of the available options. 

  • Customize: Click here to edit the date range, the name displayed, diagnosis and to add a comment to the superbill. 
  • Download: Click here to download a PDF copy of the superbill which can then be printed as you would with any other file. 
  • Send: Click here to send the superbill to the patient's/client's portal, provided that there is an active portal account.

From the ''Billing>Create Superbill'' section on the chart.

1. Go into a patient's chart through the ''Shortcuts'' menu on the home page by selecting ''View Billing'' from the ''Go to'' dropdown menu, as shown below:

2. Click on "Create Superbill". 

3. Choose the date range you want for the statement. Click the arrow for a drop-down menu - if you choose any of the options, you'll need to 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 to add a message. 

5. Add a diagnosis if needed, otherwise, leave blank.

6. You can remove or change the order of the diagnoses as they appear on the billing statement. This does not affect the patient's/client's chart in any way. It only changes what appears on the statement. You can also choose to remove the diagnosis from appearing on the statement altogether, by simply dragging and dropping the diagnosis into the right-hand box.

7. Click "Create Superbill".

8. To send the statement, click on ''Send'', or click on ''Download'' to save a PDF copy on your hard drive.

Note: You can scroll up and down to see all of the statement's charges.

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

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