πŸ’³ Preview Superbills Before Sending to Clients

We're adding a superbill preview so you can see exactly what your client will receive before it goes out. Every field, including CPT codes, diagnosis codes, dates, fees, and provider info, will render in the preview just as it appears in the final document.

A wrong code or missing detail on a superbill can delay your client's insurance reimbursement by weeks. Right now, superbills leave the system without a chance for you to double-check them. With this update, you'll see a full rendered preview before sending, whether you're sending manually or setting up auto-send. If something looks off, you can go back, make the correction, and re-preview before anything reaches your client.

Invoice preview is already available. This closes the last gap so every billing document gets a final check before it leaves your practice.

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Upvoters
Status

Planned

Board

Client Payments

Date

About 3 hours ago

Author

Upheal Moderator

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