Overview
When a session is paid through a package, generating a superbill requires one extra step: adjusting the discount on each procedure so the billed amount reflects the correct package rate. This article walks you through the full process from invoice to saved superbill.
Step-by-Step
Open the Invoice details and click Edit Invoice.
Confirm that the service line is marked as Pay with Package. If it isn't, mark it as Pay with Package.
Click the Blue Generate Superbill button. The system will display the calculated package price for this session and generate the superbill at the service's full rate.
Inside the superbill, open the TOS Procedure section and adjust the Discounts fields to account for the package's pricing. You're working backward, enter the discount that brings the full rate down to the calculated package rate.
Once the Procedure section is green, add your ICD-10 codes and click Save and Next -> View superbill. Your superbill is complete.
💡 The green indicator is your confirmation. Once the section turns green it means the discounted amount exactly matches the calculated package price.
Important Notes
Paid by Package must be set first. The superbill won't reflect package pricing correctly if the service line hasn't been marked as Paid by Package before you generate it.
Full rate is always shown first. The system intentionally generates the superbill at the full rate — the discount adjustment is how you reconcile it to the package price.
Each procedure is adjusted independently. If your invoice has multiple procedure lines, you'll need to adjust them separately.
Questions? Reach out — we're happy to help! ✨