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This article explains how to set default claim values for your superbills.

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Workflow Instructions

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Setting Claim Defaults

  1. Navigate - Select the Practice Settings option from the Settings drop-down menu, then select the Claim Defaults tab.
Settings menu expanded showing "Practice Settings" highlighted with a red box, indicating where to click first in the navigation steps. Claim Defaults tab selected in Practice Settings navigation, highlighted with a red border among Providers, Service Locations, and Insurance tabs.
  1. Select Defaults - Select a default Rendering Provider and/or Service Location and then click Save Defaults.
Claim Defaults section with empty Rendering Provider and Service Location dropdowns highlighted, and a Save Defaults button below.
  1. Completion - You should now see that your defaults are preselected when you are creating claims on a superbill.