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Video Tutorial Transcript:
0:05 Hi, I'm Nicole, a customer's coordinate with Zanda. Welcome to Zanda Video Tutorials. In this video, we'll show you how to create a superbill in Zanda, step by step.
0:16 Superbills are essential for clients who want to submit insurance claims, and with Zanda, it's easy to generate one. Before you create a superbill, let's make sure your setup is ready. We'll walk you through how to enter your NPI number, add referring provider and insurance details, record diagnosis and procedure codes, and finally, generate a superbill from an invoice.
0:39 We'll start by entering your NPI number. Go to Settings, under Team, go to Practitioners, choose the Practitioner, then enter the NPI number in the NPI number field, and click Save. This number will now appear on all invoices and superbills.
Next, you can display referring provider information on invoices. Navigate to the client's profile, then go to referrals, then click add referral. You can type in the referrer's name here, or if the name doesn't appear, hit add a new referrer. You'll fill in the information and then hit save.
1:21 You'll also want to make sure that the show invoice print at toggle is switched on so that it'll show. To add insurance details, you'll want to go to settings, then under payments, go to insurance, then click on add insurance. You'll follow the company name, pay ID, insurance type, and all other fields, then click save.
To link and insurer to a client, go to their profile. Open up the billing tab, then go to insurance, and then you'll hit add insurance. You'll enter the insurance information fill out all of their fields, and then click save.
2:01 Zanda will allow you to record diagnosis codes like ICD-10 and DSM for client records and invoices. To add diagnosis codes, you can go under the client's profile, go to records, and then diagnosis.
2:19 To record procedures with their CPT codes, you'll want to go to Settings. Under Billing, go to Services, and click Add Service.
2:29 You'll enter the CPT code in the item number code box here, and then name the service. So for example, you can do 99211-15, and that is new patient visit. And then click Save. After the session, create an invoice with the appropriate service and diagnosis codes. And now, you're ready to create the Superbill.
3:02 You'll go to the client profile, under Billing, you'll select Superbills, then select New Superbills. You'll want to select your date range to include all relevant invoices and payments, and then click Show invoices and payments.
3:20 You can un-tick any invoices that you don't want to include, and then go ahead and click Create Superbill. To print or download the Superbill, you'll go to the Action menu and click on the gear icon. You can select print, then you can either print or download as a PDF. You can also email the Superbill directly to your client.
3:41 And that's it. Now, you've created a Superbill in Zanda that your client can use to submit their insurance claim. For more tips and tutorials, explore Zanda Academy.