How can I create my own billing statement/superbill?

Here's how to create your own billing statement/superbill, provided that your clinician has this option enabled in their practice: 

1. There are two ways on the dashboard that will take you to your billing. 

  • Click on "Go to Billing" at the bottom right side, OR
  • Click on "Billing" in your left navigation panel.  

2. On your "Billing" page, click on the middle "Billing History" tab. The default date range is set to "Last 12 months". To adjust or customize this, click the "Date Range" drop-down menu and select the desired timeframe. Now click "Apply".

3.  Click "Save Statement as PDF."

4. Choose where you'd like to save the file on your computer.

5. Open the file, and you'll see your statement.

That's it! If you have any questions, please contact us.

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