Document Tasks
Document Tasks

Document Task: Superbill

Last update
February 6, 2023

Enter bills from daily patient charge sheets by completing the Superbill Document Task.

Step 1. From the navigation bar, click ‘Billing Providers’, then select the Billing Provider

Step 2. Scroll down to ‘Document Tasks’ and click ‘Work Tasks’ next to ‘Superbill’

Document Tasks can also be viewed from ‘All Tasks’ on the Homescreen (and also from ‘My Tasks’, depending on the Document Tasks Preferences). See this Help Article for more information: Home Screen Explained.  

Step 3. Search for Patient

If a non-Superbill document ends up in this task queue, it can be reclassified by clicking ‘Change Document Type’. For more information, see this Help Article: Change Document Type.

Step 4. Confirm the Patient that matches the Superbill, then click ‘Select’

Step 5. Enter Bill information, then click ‘Create Bill’

For more information about adding a Bill, see this Help Article: Add Bill.

Do not upload the Superbill on this page. The Superbill will automatically be attached to the bill upon completion of this Document Task.

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