WEBVTT

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Hi there, and welcome to this short video

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tutorial. In this video, let us learn how

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to show client diagnoses on their superbills.

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First, we need to make sure the client diagnosis is recorded on their client profile.

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To do that, let's open the client profile,

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and in the Records section, let's select

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Diagnosis. You will see a diagnosis added here, and if not, you can go ahead and add it. Make sure

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that you make it default so that it applies to all the, uh, client invoices that will be generated after

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you've added a diagnosis on the client profile.

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Now you can go and create an appointment for this client, generate an invoice, and save

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it. And after you've done that,

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you will see that the diagnosis

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information is showing on client invoices.

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Let us now go and generate a superbill for our client and see if the, uh, diagnosis information is included.

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To do that, let's go into the client

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profile in the Billing section

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and select Superbills.

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Here, let's create new

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superbill. Uh, let's set up the dates,

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uh, between which, uh, the invoices were generated.

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Start from today, and go into

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the

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next month. Uh, and now let's click Show Invoices &

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Payments, and we will see that invoices

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are

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generated and already selected to be included into this superbill.

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So, let's click

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Create, and there you go. The superbill for insurance reimbursement

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is generated. Let's have a peek

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inside. To do that, we can just click Print here,

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uh, and we will see that the diagnosis is showing up here at the top

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of this superbill.

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It's also included in the invoice items list

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as a separate

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column with, uh,

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diagnoses listed for each item.

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And there you

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go. This is how you can very easily set up your client profiles

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so that their diagnoses are showing on the invoices

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and

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superbills.