How to automate superbills?

Required patient information:

• Patient insurance details.
• Patient address.
• At least one diagnosis to an associated CPT code.

Required visit information:

• The provider who owns the visit must have an AMA subscription.
• Visit status must be shown as "completed".
• Visit must include at least one CPT code.
• CPT codes on the visit must include diagnosis, POS, units, and fee.

If the provider does not have the required needs, the Automated option won't be enabled, but having one or the other will make the functionality available and then you turn on the automation option to your right. 

Selects Patient or Policy Holder from the dropdown Make Payment to. 

Selects the Cadence of the Automation, if On visit completed, Weekly or Monthly. 

Hit Save 

How Superbill Automation actually Works: 

Once a visit with a patient has been completed, I go to that particular patient, Superbill section, and I will see the automated superbill which is ready and is able to be downloaded. (It is downloaded in PDF). 

When a visit is completed, you go to a particular patient , Superbill section, and are able to see status ready on superbill, but also, in that Superbill section section, you find if Superbill automation is turned on or off, and with which cadence, as information. 

The superbill automation can be turned off for a particular visit by disabling the automation option when creating the visit. 

Automation can fail for various reasons - for example a visit that does not have the diagnosis- and if that is the case the provider can either retry the failed superbills or make them manually.