​​Introduction to superbills



min read

June 24, 2021





The overall workflow most clinics use is this: patient pays clinic upfront → clinic provides patient with a superbill → patient submits the superbill on the Osmind mobile app to their insurance company for out-of-network reimbursement → we digitally send the reimbursement claim directly to the insurance company → patient directly receives reimbursement and explanation of benefits from insurance company.

What is a Superbill?

A superbill is a document that contains all of the information necessary for an insurance company or other third party to make a decision on reimbursement for health expenses incurred by a client. It is similar to a receipt or invoice. The patient can submit this superbill through our platform directly to the insurer, giving the insurance company all the information they need to pay the claim. Usually, you should create a separate superbill for each treatment session.

What should you include in a Superbill?

Superbills should contain the following information:

  • The patient's identifying and contact information (full name, date of birth, address, phone number)
  • Provider's name and credentials
  • Provider office/clinic address, phone number, email
  • Provider's tax ID / EIN
  • Provider's NPI
  • Billing NPI (if different from the provider NPI, e.g. if using an organizational NPI)
  • Date of service (some include the appointment start time too but this is not required)
  • Diagnosis codes

CPT codes for each service

  • including any modifiers or units/quantities
  • including the fee for each service paid by the patient

Payment information

  • total charges
  • total paid by the patient (should be equal to the total charges for cash-pay patients)
  • balance (should be $0 for cash-pay)

Superbill Template for Mental Health

Here's a downloadable template you can use to create superbills in your mental health practice.

Feel free to download as a PDF, or make a copy into your Google Docs.

How to submit a superbill (the easy way)

A superbill is a useful tool for out-of-network insurance reimbursement, and Osmind makes it easy. As the clinician, you simply log ICD 10 and CPT codes to generate the superbill. You can print it out or save it as a PDF and send it to your patient.

Your patient then takes a picture of the superbill and Osmind takes care of the rest—automatically sending it to insurance companies on their behalf.

By following these steps, you can easily generate a superbill and make it easier for your patients to submit for potential reimbursement. You can expand access to your services without the hassle of making your patient navigate their insurance terms.


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