--- title: How to automate superbills description: Automating superbills --- [Skip to content](https://knowledge.medisprout.com/en/knowledge/how-to-automate-superbills#main-content) - [English](https://knowledge.medisprout.com/en/knowledge/how-to-automate-superbills) - [Español](https://knowledge.medisprout.com/es/knowledge/how-to-automate-superbills) English Show submenu for translations [Can't find what you are looking for? Tell us.](https://knowledge.medisprout.com/en/knowledge/kb-tickets/new?hsLang=en) ![MediSprout\_Logo\_Dark.png\]](https://knowledge.medisprout.com/hs-fs/hubfs/MediSprout_June2019%20Theme/Images/MediSprout_Logo_Dark.png?height=40&name=MediSprout_Logo_Dark.png) Open main navigation Close main navigation - - [English](https://knowledge.medisprout.com/en/knowledge/how-to-automate-superbills) - [Español](https://knowledge.medisprout.com/es/knowledge/how-to-automate-superbills) English Show submenu for translations - [Can't find what you are looking for? Tell us.](https://knowledge.medisprout.com/en/knowledge/kb-tickets/new) Welcome to Knowledge Base - There are no suggestions because the search field is empty. 1. [Patient & provider knowledge base](https://knowledge.medisprout.com/en/knowledge?hsLang=en) 2. [Providers & Admins](https://knowledge.medisprout.com/en/knowledge/providers-admins?hsLang=en) # How to automate superbills ## Use automation to generate superbills after every visit so you don't have to create one by hand. This article explains the prerequisites, plus how to turn the automation on, how to set cadence options, how to manage standard (CPT-coded) and custom services, and how to troubleshoot the automation. **Who this is for** - Administrators and providers who want superbills generated automatically after each visit. - Billers who need to understand when an automated superbill will or won't be produced. **Prerequisites** Automation only works when the following are in place. If any prerequisite is missing, the automation option will either be disabled, or a visit's superbill will fail to generate. **Required patient information** - Patient insurance details on file. - Patient address. - At least one diagnosis associated with an applicable CPT code. **Required visit information** - The provider who owns the visit must have an active AMA CPT codes subscription. - The visit status must be **Completed**. - The visit must include at least one CPT code. - Each CPT code on the visit must include diagnosis, Place of Service (POS), units, and fee. **How custom and no-cost services work with automation** In addition to CPT-coded services, you can attach custom services to a visit, including custom services with zero USD cost. The automation will process these items correctly: - CPT-coded services produce billable line items on the superbill. - Custom services appear as line items with the cost you defined (or zero USD for no-cost procedures). - The superbill is generated as long as the visit contains at least one CPT-coded service and meets the other prerequisites. Custom services on their own (without any CPT code) are not enough to trigger superbill automation. *Note · Recent platform improvements ensure that no-cost custom procedures are processed correctly when generating superbills. If you previously experienced issues with $0 services or PDF generation, those should now be resolved.* **How to turn on superbill automation** Automation is enabled in the AUTOMATION section of the scheduling flow at the time you schedule a visit. 1. From the MediSprout main menu, select **Visits**. 2. Select **Schedule a new visit** and complete the standard scheduling steps (date and time, visit type, provider, patient, services, etc.). 3. In the **AUTOMATION** section of the flow, turn on the **Superbill automation** option. 4. From the **Make payment to** drop-down, choose **Patient** or **Policy Holder**, depending on who should be billed. 5. Choose a **Cadence**: - On visit completed: The superbill is generated as soon as the visit is marked Completed. - Weekly: Superbills are generated in a single batch each week. - Monthly: Superbills are generated in a single batch each month.             Select **Save** to confirm the automation settings for the visit.   **What happens after the visit** Once the visit is marked Completed, the automation runs according to the cadence you set: - On visit completed: The superbill appears in the patient's Superbill section right after the visit ends with status **Ready and available for download as a PDF**. - Weekly or Monthly: The superbill is generated at the end of the period and then appears in the patient's Superbill section. From the patient's Superbill section, you can also see whether superbill automation is on or off for that patient and at what cadence. **Turning automation off for a specific visit** You can disable superbill automation per visit by turning off the **Automation** option when creating the visit. The visit's superbill will then need to be created manually from the visit details. **Troubleshooting: Automation failed** **A**utomation can fail for several reasons. The most common are: - The visit has no associated diagnosis. - The visit is missing a required field on one or more CPT codes (diagnosis, POS, units, fee). - The provider's AMA CPT codes subscription has expired or was cancelled. - Patient insurance details or address are missing or incomplete. When automation fails, the provider has two options: - Retry the failed superbill when the issue is resolved - Create the superbill manually from the visit details. **Want more information about automated superbills?** Contact MediSprout support using the chat function in the **same** window you are using or call +1 866-896-1431. - [Providers & Admins](https://knowledge.medisprout.com/en/knowledge/providers-admins?hsLang=en) - [Patients](https://knowledge.medisprout.com/en/knowledge/patients?hsLang=en) - [Subscriptions](https://knowledge.medisprout.com/en/knowledge/subscriptions?hsLang=en) - [All](https://knowledge.medisprout.com/en/knowledge/all?hsLang=en) [![vast.png](https://knowledge.medisprout.com/hs-fs/hubfs/MediSprout_Logo_Dark.webp?width=413&height=135&name=MediSprout_Logo_Dark.webp "vast.png")](http://medisprout.com) Copyright © 2026, MediSprout