Billing and claims
Superbills and CMS-1500 forms
Generate a superbill or CMS-1500 from a signed note, batch-generate for every unbilled note, share to the portal, and let families email the form to their insurer.
From one note
Open the signed note (or the visit in Billing) and choose Generate superbill or Generate CMS-1500. The document is built from the note’s codes, the visit’s place of service, and Practice Setup. Review, then Download, Share to portal, or Email.
Batch Claim Generation
Billing > Batch Claim Generation lists every signed session note without a claim. Select all or some and generate CMS-1500s in one pass. “All caught up” means every signed note has its claim.
Sharing with the family
Shared forms appear in the portal under Billing > Claim forms and Documents > Shared with you. Families can Download or Email to insurance from there, and see Claim history mirroring your tracking.
Statements and payments
Patient statements and card payments are covered in Patient payments and statements. Good Faith Estimates for self-pay families are on the patient record.
Going electronic
On Sefton Complete the same CMS-1500 data is submitted as an electronic claim through the clearinghouse. See Electronic claims.
Frequently asked questions
What is on the superbill?
Practice and rendering provider details with NPI and tax ID, the patient, the date of service, ICD-10 and CPT® or HCPCS codes with modifiers, units, the fee per line, and the amount paid.
Can the family send it to insurance themselves?
Yes. In the portal's Billing tab they can download the form or use Email to insurance.