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Kareo Help Center

Edit Superbill

Updated: 08/24/2020
Views: 125

Access superbills as often as needed to make changes until the charges are finalized and submitted for billing.

Access Notes

  1. Enter the first 2–3 letters of the patient's name or date of birth (mm/dd/yyyy) in the top navigation bar search box.
  2. Click to select the patient from the auto-populated results. The patient's record opens to the Face Sheet.
  3. Click Notes. The Notes page opens.
  4. Click Open next to associated note.
Platform_Patients_Notes.png

Edit Superbill

  1. Click Superbill. The Superbill Coding pop-up window opens.
  2. Make the necessary edits.
  3. Enter comments, if desired.
    Note: Comments entered appears in the Medical Office Notes section of the draft encounter (Billing subscribers).
  4. Select the desired Status from the drop-down to indicate the progression of the superbill.
  5. Click Save when finished.
    • Click Print to generate a PDF of the selected superbill.
Clinical_Superbills_Edit.png

 

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