For billing purposes, Connect and Coach enables you to generate a Superbill as a receipt for services for patients that pay out of pocket.

Search for patient2

Select Patient
  1. Click on the Patients tab
  2. To locate a patient, you can search by First Name and/or Last Name. The smart search will populate all records with matching information until you narrow down the search to your patient.
  3. Click on View Patient Details to access the patient’s record

The Patient Information screen opens.


Select Form
  1. From the Reports drop-down box, select Superbill Form
  2. Click the button that reads Generate selected report.


The Superbill Form screen opens.


Required Fields To Generate 1500 Claim form
  1. Select the appropriate session from the drop down list of all sessions.
  2. Enter the amount paid at the time of the visit, if any.
  3. Click Generate Superbill Form
A Superbill Form is generated in PDF format:



This document can be printed and given to the patient as a receipt of services with the corresponding diagnoses codes for insurance reimbursement purposes.