Statement vs Superbill

TherapyNotes offers the ability to create client statements, superbills, and CMS-1500 claims.

Create a receipt or statement for a patient via the Create Statement option located in the Billing tab of the patient's chart. For more information, read Create and Batch Patient Statements.

The superbill feature, which is also located in the patient Billing tab, is a record of what the patient has paid and can be submitted to the insurance provider for reimbursement. For more information, read Create Superbills.

The CMS-1500 is a hard copy of a claim that can be mailed to the insurance company. To create a CMS-1500, the Status for that date of claim must be set to Manual. Do this by clicking on the date of the claim and then changing the required field. The Create CMS-1500 link is located under the patient Billing tab. For more information, read Create CMS-1500 Claims.

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