Overview
If a patient purchased a package, there's an important step to get right before generating their Superbill. Skipping it can create problems for the patient when they try to submit to their insurance company for reimbursement.
⚠️ Important: Never generate a Superbill directly from an invoice that also includes a package purchase. When a package appears on the same Superbill as a service, it looks like the patient paid for the full package out-of-pocket — which can disqualify them from getting reimbursed by their insurance provider.
The correct approach is to create a separate invoice for the individual service and generate the Superbill from that invoice instead. Here's how to do it.
The Correct Workflow
Step-by-Step
Navigate to Invoices in the patient's record and click New Invoice.
Set the Date to match the date of service — the same date the patient received the treatment or used the package for the first time.
Add the specific service that was provided during that visit.
Mark the service as paid with the package.
Generate the Superbill from this invoice.
What This Gives You
By keeping things separate, both you and your patient end up with a clean, accurate paper trail:
Superbill: Shows only the individual service — exactly what the patient needs to submit to their insurance provider for reimbursement.
Invoice: Shows the package payment separately, so there's no confusion about what was billed and how it was paid.
This separation follows best practices for insurance billing and protects your patients' ability to seek reimbursement without any red flags on the claim.
Questions? Reach out — we're happy to help! ✨