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💳 Preview Superbills Before Sending to Clients

Client Billing

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.

Posted by Upheal Moderator ·
Status: Completed1 comment

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Comments1

  • Shirla de Magalhaes

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    Jul 29

    I can preview the superbill however I can’t change the name on the Superbill. Associates are not licensed and their name and AMFT # can’t be on the superbill or the client will not get reimbursed.

    When I switch to my name, it says no Superbill’s available. I need to be able to change the name on the Superbill to mine, or at least have associates name AND Supervised by LMFT ….. # …….