Dear Darius,
There seems to be a default superbill.pdf template used by the system - how can I add information to this template?
The default "Superbill PDF" template format available for printing the invoice is not editable. Instead, you can edit "Superbill" HTML templates to add required information and use them for printing the invoice. Following are the steps.
- Navigate to 'Settings > Templates' section and select 'My Templates' / 'Practice Templates' section
- Select 'Template Type' filter as 'Superbill' option
- Click 3 dots icon associated with the template with the name 'Superbill' and select 'Duplicate' option
- Template will be duplicated with the name 'Superbill_copy'
- Click 3 dots icon associated with 'Superbill_copy' and select 'Edit' option
- In the editor area, add required fields and use placeholder to fetch data from the invoice. Refer the image below.
- Click 'Update' button.
Once updated, used this template to print the invoice.
Note: While printing the invoice using the template, placeholders will get replaced by actual data.
I need to print our superbills and forward them to my RCM company
If the company you are referring is using ChARM Medical Billing Platform for your practice billing, then when they enable the service to your practice, you can see "Submit to RCM" option in the UI itself. Using this option, you can submit Encounters/Invoices/Claims to them electronically and they can print the data themselves.
There are hundreds templates callewd "superbill.pdf" in the charm library, however, i don't know which of those is used by default.
Under "Settings > Templates > ChARM Library" section, you can click 3 dots icon associated with the template and choose "View" option to preview it.
Once you are clear with the preview you can import it to your account so as to use it.
Regards,
Jyothi
ChARM Support
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