Automatically send client superbill when credit card is charged

This would be so great as an optional check-box somewhere. That way we wouldn't have to remember which clients need them, since some don't submit.

This would be so simple to add and would be a gigantic time saver - not sure why it doesn't already exist!

This would save a lot of time for out-of-network practices. The current system relies too heavily on manual input and this is a much needed feature.

For any out of network practice, this will save so much time for all staff!

For any out-of-network practice, a super bill is the only bill even necessary. The only CC receipt just creates confusion for clients, so we actually just uncheck it since insurance doesn't want it. This seems so critical it's surprising that the platform wasn't set up like this. It would save tons of time and is reason I've considered switching even though I like so much about this program. For anyone who doesn't take insurance and thinks about this before signing up, this seems like a must. I truly hope you can make it happen!

Yes please this would be very helpful if it just automatically sent

My clients pay me at the time of service. Once I enter the payment, it would be great if the system could just send a super bill. Or if we could make them available in the portal. that function was supposed to exist but only existed if there was a balance, my clients are already paid.

Yes, please!!! my practice is only private pay and this feature would save a lot of time. thank you! Carla

Hi there, for patients who don't have in-network insurance, it would be great if superbills could be an option to have sent to them automatically when they are included in batch payments, instead of the standard receipt. This could be as simple as a selection on their billing page that then triggers a superbill to be sent to them upon payments made.

When I am running a payment it would be nice to have a check box on that same screen to also send out a superbill payment, rather than having to go to the ledger afterwards and sending an email/pushing another button. Even better would be to check in a client's details that they always want a superbill and that that would send out when you run a payment (cc, cash, or check) automatically just as the transaction receipt does when you use a credit card.

This would be so helpful for my clients who get confused which documents to send for reimbursement and keep them from having to resubmit since they didn’t submit the superbill.

Yes, please make super-bills an automatic option!

An option to auto send super bills to certain clients following session