NOTE: You can also add a new patient directly from the superbill screen when creating a new claim. The process is almost identical and you never have to leave the claim screen.
Click on the New Patient option under the Patients drop-down menu.
Enter the Patient Demographics.
Fill in the demographic fields and click SAVE. You will need to have some kind of address in the system to file a claim.
Pro Tip: You can enter just the street address and zip code, then click Validate Address to auto-fill the rest.
Enter Insurance Info.
If there is no insurance, just click SELF PAY. Otherwise, you must choose insurance, Primary or Secondary, enter the member id, and then SAVE.
Add Additional Insurance Policies.
Click the button to quickly link to the tutorial on adding insurance policies.