I have clients regularly stating that they cannot find Superbills or “EOB type” to submit to insurance. They frequently need to access Superbills from months ago for various reasons. Clients can see all the Appts, but there is nothing clickable and downloadable. Is there a way for clients to access past Superbills in ONE place in the portal without having to search through emails of paid Superbill “receipts”? AND without my admin having to send multiple Superbills one at a time all over again?
Question
Superbill Viewing and Printing in Client Portal
Hi
At this time, clients are not able to access superbills through the Client Portal. Superbills can be emailed directly to clients or printed and provided in person.
Making superbills available in the Client Portal is a great suggestion. We encourage you to join the TheraNest Advisory Network, where you can share feature requests, provide product feedback, and stay informed about upcoming enhancements.
You can find instructions for joining the Advisory Network here: My Profile: Join the Network
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