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.

Step 1

Click on the New Patient option under the Patients drop-down menu.

Step 2

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.

Step 4

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.

Step 5

Add Additional Insurance Policies.

Click the button to quickly link to the tutorial on adding insurance policies.

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