Setting Up a Superbill in Practice Mate

Superbills in Practice Mate are lists of CPT and/or Diagnosis codes that can be created and maintained for use within documentation and billing workflows or printed for billing purposes.  If you are looking to create a superbill for out-of-network billing, consider using the Patient Visit Statement in Practice Mate instead, as this document can serve the same purpose.

If you need to set up or customize a superbill in Practice Mate, you can do so through the Manage Office settings.

Steps to Create a Superbill:

1. Log in to Practice Mate.

2. Navigate to the Manage Office tab.

3. Under List Maintenance, click Superbills.

4. Click the Add New button to create a new Superbill.

5. Complete the Superbill Name field (required) -- all fields and settings can be added or edited later.

6. Click Update to create the Superbill.

Adding CPT Codes to the Categories:

1. Click the Edit pencil icon to edit an existing Superbill.

2. Create one or more categories in the Procedure Categories list.

3. Select the Procedure Category you want to add a CPT code to.

4. Search and select a CPT Code from your user-defined list by clicking the ellipsis (...) button or click in the CPT Code field and manually type the desired CPT code.

5. Click in the Description field and add or edit the description of the CPT code.

6. (Optional) Click on the POS, Modifiers, Charges, or Units fields to enter the desired information.

7. Click Add to include the CPT code in the category.

Adding Multiple CPT Codes to the Categories:

1. Next to the Add button, click Select Multiple.

2. Click Select next to each desired CPT code you want to add to the category.

3. The selected CPT codes will automatically be listed under the category copying the information from the user-defined CPT code list without needing to click the Add button.

Note:  
Diagnosis Categories are created in the same way as CPT Categories. However, diagnosis codes can only be added to Diagnosis Categories using the Select Multiple button and choosing either the ICD-10 System or User Defined Lists.

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