All of the following have to be present in the client's account in order for the diagnosis to show up in the Superbill:
- Diagnosis code must be successfully entered and saved in the Initial Assessment.
- Staff member on appointment must be assigned to case with the diagnosis code.
- Staff member on invoice must be assigned to case with diagnosis code.
If a client has multiple cases (including closed cases) you will want to ensure a progress note is linked to the date of service for the superbill or billing document. See Link Progress Note with Calendar for more information.
Please double-check all of the above, and then you should be able to print the superbill, invoice or claim as needed.