WEBVTT

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Hi. I'm Nicole, a customer support

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agent with Zanda. Welcome to Zanda. video tutorials.

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In this video, we'll show you how to create a superbill in Zanda step-by-step.

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Superbills are essential for clients who want to submit insurance claims, and with Zanda, it's easy to

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generate one. Before you create a superbill, let's make sure your

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setup is ready.

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We'll walk you through how to enter your NPI

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number, add referring provider and insurance details,

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record diagnosis and procedure codes,

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and finally, generate a superbill from an invoice.

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We'll start by- entering your NPI number.

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Go to

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Settings. Under Team, go to Practitioners.

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Choose the practitioner,

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then enter the NPI number in the NPI number field,

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and click Save.

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This number will now appear on all invoices and superbills. Next, you can display referring provider information on invoices.

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Navigate to the client profile,

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then go to Referrals,

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and click Add Referral.

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You can type in the referrer's name here,

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or

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if the name doesn't appear, hit Add a New Referrer.

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You'll fill in the information and then hit Save.

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You'll also want to make sure that the Show Invoice Print,

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uh, toggle is

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switched on so that it'll

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show. To add insurance details, you'll want to go to Settings;

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then under

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Payments, go to Insurance;

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then click on Add Insurers. You'll fill out the company name, payer

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ID, insurance type, and all other fields, then click

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Save. To link an insurer to a client, go to their

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profile. Open up the

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Billing tab, then go to Insurance, and you'll hit Add

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Insurance. You'll enter the insurance information, fill out all

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other fields, and then click Save.

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Zanda, will allow you to record diagnosis codes

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like ICD-10 and DSM

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for client records and invoices.

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To add diagnosis codes, you can go under the client's profile, go to Records,

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and then Diagnosis.

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To record procedures with their CPT codes,

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you'll want to

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go to Settings. Under Billing, go to Services,

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and click Add Service.

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You'll enter the

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CPT code in the

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item number, code box

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here, and then name the service. So for example,

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you can do 99211-15,

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and that is new patient

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visit. And then click Save.

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After the session, create an invoice. with the appropriate service and diagnosis codes,

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and

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now you're ready to create the superbill.

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You'll go to the client profile,

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and under Billing,

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you'll select Superbills.

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Then select

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New Superbill. You'll want to select your date range to include all relevant invoices

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and payments, and then click

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Show Invoices and Payments.

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You can untick any invoices that you don't

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want to include and then go ahead

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and click Create Superbill. To print or download the superbill, you'll go to the Action menu

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and click on the gear icon. You can select

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Print, and then you can either print or download

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as a PDF.

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You can also email the superbill directly to your client.

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And that's it. Now you've created a superbill in Zanda that your client can use to submit their insurance

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claim. For more tips and tutorials, explore Zanda

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Academy

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or...