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Classic: Create receipts/Superbills from Contacts
Classic: Create receipts/Superbills from Contacts

This article was created from a Google Doc.

Updated over 4 months ago


Go to a patient's contact record

Scroll to the Receipt section

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Click the "New Receipt" buttton

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Click Save

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Add ICD and CPT codes and Products to the Receipt

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Accept Payment

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Click on the “Print Receipt” button to generate a PDF and print for your patients.

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Here is an example receipt.

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Changing the price of a treatment for one patient
On occasion, you may need to give a patient a different price for a treatment. For example, if you run a sliding scale clinic. You can do this from two place, on the SOAP note or the receipt.

Shown are instructions from a SOAP note and the same steps can be applied from a receipt.

After you have added your treatment codes, click the “Edit” link next to the code you want to price change.

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Enter the desired price and click “Save”

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