What is a
A SuperBill is the charge sheet used by the provider to select the procedures and diagnosis codes that apply to the patient's appointment. A sample SuperBill is shown below.
From the Office or EMR product tab:
Expand the System Admin folder.
The Superbills that have been setup already will be listed.
- Click to refresh the screen.
- Click to create a new SuperBill.
- Click to view the layout of the SuperBill in the format that it will be printed.
- Click to create a carbon copy of the selected SuperBill.
- Click to delete the selected SuperBill.
- Click to open the selected SuperBill.
- Click to close the SuperBill screen.
Once the New button is selected, the SuperBill setup screen will be displayed:
Name - Enter in the name of the SuperBill.
Active Section - When creating a new SuperBill, you must click on the Add button first in order to open up the Active Section. Each active section that is added will create a new 'block' on the SuperBill. In the sample below, there are several blocks. Each section that is added is configurable by the practice. There can be as few or as many sections as desired by the practice.
Description - Enter in the name to be displayed for the section.
Font Size - Select a font size for the text displayed in this section.
Small - Select this option to have the text displayed as small.
Regular - Select this option to have the text displayed as regular. (Recommended)
Large - Select this option to have the text displayed as large.
Format - Select a format from the list of options
for the text displayed in this section.
NOTE - Once a section has been created with line items, the format cannot be changed for that section. The section would have to be deleted and created again with the new format.
Description Code ___ Code ___ - Select this option to display a description, code, line, code, and a line. This option is selected most often when a code is different for a new versus an established patient (and Item Heading is also selected).
Description Code ___ - Select this option to display a description, code, and a line.
Description ___ - Select this option to display a description only followed by a line.
Description ___ Code ___ - Select this option to display a description, a line, a code, and a line.
Checkbox Code Description - Select this option to display a checkbox, code, and a description.
Code Description - Select this option to display a code followed by a description.
Code Type - Select the code type for the section (CPT, HCPCS, or ICD9.
# Items - Enter the number of items that will be listed in the section.
Width - Enter the number of columns for the section. If 1 is selected, the section will remain at 1 column. If 2 is selected, the section will expand to two columns. If 3 is selected, the section will expand to three columns.
(Width = 1)
(Width = 2)
(Width = 3)
Max # Items - This is the maximum number of items that will be displayed on the SuperBill for this section. If there are too many # items entered to be displayed on the SuperBill, the Max # Items may show a reduced quantity.
Add - Select this to add a new section. If the last section was not saved prior to clicking on the Add button, the following message will display:
Delete - Select this to delete the selected section. Once deleted, the section cannot be restored.
Active Section Items
Include Item Headings - Check this box to add a sub-heading in the section.
In the sample section below, the sub-heading is the word other.
For # of Items that was selected for this section, a line will be displayed. In the example below, the section and 5 for the # of Items, so 5 lines are displayed.
Description Field - Enter
the description of the code in the long field.
NOTE: A description of the code will default for you once a code is entered into the next field. This field should be used to override what defaults from the code setup screen. If the default description for a code needs to be updated, go to Code Search.
Code Field - Enter in the code (CPT, HCPCS, or ICD9 code). Once the code has been entered, hit the tab key on the keyboard. The system will validate to ensure that the code is setup in the database.
If the code is validated and accepted, the next code can be entered.
If the code is validated and found to be not in the system, the following message will display. If this message is displayed, the user will need to make sure the code gets setup on the code setup screen as a new code, or the code needs to be changed in this field.
If a description was not previously entered into the description field before the code was entered, a description will be defaulted for that code from the code setup screen.
Blank Checkbox - If the line should be blank (no description and no code), check this box and a blank line will be inserted on the superbill.
- Select this button to move the selected (highlighted) line up a row. Repeat as needed to move the selected line up to a new position.
- Select this button to move the selected (highlighted) line down a row. Repeat as needed to move the selected line down to a new position.
- Select this button to add another line to the Active Section Items.
- Select this button to delete the selected (highlighted) line item.
- Select this button to see a preview of the superbill (in
NOTE - This button must be selected after saving the changes to the superbill, in order for users to see the updated changes on the printable superbill. If changes are made on the superbill setup screen and the preview button is not selected after saving, the changes will be saved but users will not see the updated changes.
For each section this is added to the superbill, holding the mouse over the section will display a tool tip with the name of the section.
Sections on the right can be moved to a different position by left clicking (and hold) and move the section to the desired location.
NOTE - Sections cannot overlap.
Once the superbill has been created, to make modifications to a section:
Click on the section on the right hand side.
Make the necessary modifications using the Active Section and Active Section Items.
Click Apply to save changes
Click Preview to view changes and send changes out to all users using the superbill.
To assign the superbill to a resource on the scheduler, go to How To Setup A New Resource.
How To Setup A New Resource