This guide explains:
How to create Superbills for your clients
How to enable automatic Superbills
How clients can access their Superbills from the Blueprint client portal.
What is a Superbill?
A Superbill is an itemized receipt of services that clients can submit to their insurance company for out-of-pocket reimbursement. Blueprint can generate Superbills manually or automatically on a monthly basis.
Create a Superbill manually
Open the client's profile and go to the Billing tab
Select the date of service
Click the three vertical dots near the bottom of the page, and select Download Superbill
The Superbill will download to your computer as a PDF. It will also appear in the client's portal under the Insurance reimbursement section.
Enable automatic monthly Superbills
You can set Blueprint to automatically send a client a Superbill at the end of each month. This is configured per client, so you'll want to enable it separately for each client who wants monthly Superbills.
Open the client's profile and go to their Chart tab
In the right sidebar, find the Send monthly Superbills toggle and turn it on
Once enabled:
A Superbill is generated and sent to the client at the end of each calendar month.
You'll get an email notification confirming the Superbill is created.
The client can view and download Superbills from their portal under Insurance reimbursement.
How clients access Superbills from the client portal
Once a Superbill has been created (manually or automatically), it's immediately available for your client to download in the client portal.
Here's how a client can login to Blueprint and download their Superbill:
The client logs into their Blueprint portal at https://client.blueprint.ai/ or within the Blueprint for Clients mobile app
They navigate to the Insurance reimbursement section.
They can download the Superbill as a PDF, and it's ready to submit to their insurance provider.