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Superbill

A superbill is important paperwork whose highest aspiration is still paperwork. Your Assistant generates one from the billing record so you can get back to work that requires a graduate degree.

Billing
EHR plan
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Superbill template for therapy: generate one in a sentence

Generate a superbill for this client using the completed services and billing information already in Upheal. Include only documented dates of service, codes, fees, payments, and provider details, and flag anything required that is missing before I use it.

See it work

Example

Superbill

Alex · Tue 2:00 PM · Session 14

Superbill draft ready:

Dates of service: Aug 7, Aug 14, Aug 21
Provider and practice details: complete
Diagnosis and procedure fields: pulled from documented billing record
Total charges: $450

Please review the diagnosis, service codes, and client information before using it.

Fictional example · No real client data.

How it works

Reads from

Invoices & payments

Client profile & intake

Can do

Draft a document

Flag issues

It pulls the billing details

Completed services and the relevant practice and client information populate the draft.

It builds the document

The required fields are organized into a clean superbill without manual re-entry.

You review and send

Confirm the billing information, then download or send it through the appropriate workflow.

Your most popular FAQs

What is a superbill for therapy?

An itemized receipt a client submits to their insurer for out-of-network reimbursement. It lists the provider's name, NPI and tax ID, the client's details, dates of service, CPT codes, ICD-10 diagnosis codes, and fees paid. The client, not the therapist, files it.

How does a client submit a superbill to insurance?

Through the insurer's member portal, app or claim form, usually with the superbill attached. Reimbursement depends on the plan's out-of-network benefits and deductible. Clients should keep a copy and note the filing deadline.

Where does Upheal Assistant get the superbill details?

From the session and billing record already in Upheal: your provider details, the client's information, dates, codes and fees. It generates the superbill for you to check and send, with nothing retyped.

Does the superbill go to the client automatically?

No. It generates the superbill and you check it, then send it to the client from Upheal or download it. Nothing goes out without your review.

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