Superbill Tally Report helps in easy identification of patients who have been rendered service but have not yet been billed. The report shows the appointment details such as appointment date and time, patient name, rendering provider, appointment status, EMR status, superbill status, and schedule type. To identify patients not yet billed, compare the EMR and Superbill status of their appointments.
Table 1 provides the filter options available in the Superbill Tally Report.
Field | Description |
Appt. Start Date/End Date | Provide Start and End dates or select an appropriate date range from the drop-down. |
Legal Entity | Search by Legal Entity |
Provider Name | Search By provider Name |
Schedule Type | To search by schedule type like |
Appt. Status | To search by Appointment status |
Superbill Status | To filter by superbill status Like New, Hold, Bill to PR |
Include Missed/Cancelled | To include missed or canceled appointments |
Include Void Superbills | To include voided appointments |
Sort By | Sort by Date, Appt. status or superbill status. |
Table 1
Image1 is a sample search screen.
When all required fields are filled, click on Search button to generate the superbill tally report
Click on to download the report as an Excel Spreadsheet or
to download the report as PDF.