Setting up Superbills on your account

The actions described in this lesson require a Manager permission on your clinic.

For cash-based practitioners and clinics based out of the United States, Embodia enables you to generate Superbills so your patients can submit them for reimbursement.

This guide will go over:

• Enabling the Superbills feature on your clinic account;
• Adding your diagnosis codes (ICD-10 codes);
• Adding your procedure codes (CPT codes);
• Specifying default procedure codes for your services.

Enabling Superbill

By default, the Superbills feature is not enabled on your account. To enable it, click on Billing > Settings > General settings, check the Enable Superbills checkbox and then click on Update settings.

Once the Superbills feature has been enabled on your account, you can start setting up your diagnosis codes and procedure codes.

Managing your diagnosis codes

To manage your diagnosis codes, click on Billing > Settings > Superbill settings > Diagnoses. This page will list all your diagnoses.

To add a diagnosis code, click on New diagnosis code. Fill out the form with the code (based on ICD-10) and the name of the diagnosis.

Managing your procedure codes

To manage your procedure codes, click on Billing > Settings > Superbill settings > Procedures. This page will list all your procedures.

To add a procedure code, click on New procedure code. Fill out the form with the code (based on CPT), the name of the procedure, and its unit price.

Specifying default procedure codes for your services

If a service often consists of the same Superbill procedure codes, you can set them as defaults. This will make it much quicker to generate a Superbill, without the need to provide the procedures each time.

To set defaults for a service, click on Billing > Settings > Superbill settings > Service defaults. 

This page will list all your services. For each service you want to specify defaults, click on Add procedure. Select the procedure code and the number of units. 

Once defaults are specified, the next time a Superbill is created from a patient invoice, the specified procedures will be pre-populated. 

Other general settings

For additional settings regarding superbills, go to Billing > Settings > Superbill settings > General settings. 

There you can:

• Enable automatic copying of diagnosis code from previous superbills;
• Add a custom text that will show up on the footer of all superbills, for example, an NPI (National Provider Identifier) number;
• Check if you would like to add the practitioner's signature to the superbill (more info here).
• Allow the patient to generate a Superbill for a fully paid invoice if one has not been generated by the practitioner