Step 1 - Create Superbill
Hover over the Billing tab and select + New Superbill
Step 2 - Add Patient
Under NEW SUPERBILL, click the blue Add Patient button.
Step 3 - Select Rendering and Location
Select the Rendering Provider and the Location for the date(s) being accounted.
Note: If the patient has a balance from multiple providers/ locations, and your practice is interested in tracking services per provider/location, you'll likely want to create individual Superbills for these different providers/ locations.
Step 4 - Select DOS
In the Red "From Date/ To Date" field, set the From Date to the first DOS being accounted for, and the To Date to the most recent DOS accounted for. If the patient only has a balance from one claim, just use the DOS for the claim!
Step 5 - Add Charge Line
Select ADD CHARGE LINE.
Add the From and To date for the first claim for which you're accounting.
Step 6 - Add (Custom) CPT
Select ⚡️ ADD to add the custom CPT you'll be using to track these transferred balances (you are free to use whatever you like - we suggest PREV BAL. You'll likely want to be sure to use the same CPT as you transfer these balances for ease of tracking)
Step 7 - Apply Patient Balance
Apply the Patient Balance to the DOS's Charge value
Step 8 - Add Remaining CPTs and Balances
Repeat Steps 5 and 6 for each DOS being transferred
Below is a view of a patient with a previous balance of $120 - four Copays of $30 for their visits on the 1st of January, February, March, and April.
Step 9 - Lightning Bill to Patient
Once the balances have been accounted for, select Lightning Bill.
Select PATIENT (in the dropdown menu), followed by Bill Now, to apply the balance to the patient!