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Kareo Help Center

Change the Superbill Status

Use the Status function to indicate the progress of a superbill in the billing workflow.

Change the Superbill Status

  1. To access the Superbill - Coding window for a note, enter the first 2–3 letters of the patient's name in the top navigation bar search box.
  2. Click to select the patient from the auto-populated results. The patient's chart / Face Sheet  opens.
  3. Click Notes in the left menu. The Notes page opens.
  4. Click Open to the right of the appropriate note. The note opens.
  5. Click Superbill on the bottom taskbar. The Superbill - Coding window opens.
  6. Click the Set Status drop-down arrow at the bottom of the window and select the appropriate status to indicate the progress in the billing workflow. See below for status descriptions.

 

 

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Status

Description

Can the superbill be edited?

Work in Progress

Someone is working on the superbill; it is not ready to be submitted for review.

Yes

Ready to Review

The superbill is ready for a review by the biller or another reviewer.

Yes

Need Revision

The superbill needs to be updated.

Yes

Ready to Submit

The superbill has been completed and confirmed or the "No charges for this visit" box has been checked. It is ready to be electronically transmitted, printed or published as a claim.

No