To print a Superbill in Medisoft, first go to the appointment scheduler. This can be accessed by going to “Activities”, then “Appointment Book”.
To print a single Superbill for a specific appointment, right-click on an appointment, then click “Print Superbill…”.
Select “Superbill (Numbered)”, or your own custom Superbill form, then click “OK”.
Choose either “Print the report on the printer”, or “Preview the report on the screen”.
Whether you choose to “Print…” or “Preview…”, you will then be given a “Data Selection Questions” screen, click “OK”.
If you choose to “Preview…”, you can still print from the preview, by clicking the printer button, you will be prompted to select the desired printer, then click “OK”.
To print multiple Superbills for one day, in the menu, click “Reports”, then “Print Superbills…”.
Select “Superbill (Numbered)”, or your own custom Superbill form, then click “OK”. Just like printing a single Superbill, you will be prompted to either “Print the report on the printer”, or “Preview the report on the screen”. Choosing “Print Superbills” from the menu, and using the “Data Selection Questions” screen will allow you to print just certain Superbills… for specific (A) Patients, (B) Dates, (C) Providers, or (D) Superbills beginning with a certain number, or any combination of those.
To make changes to a Superbill form, go to “Reports”, then “Design Custom Reports and Bills…”, a new window will appear.
Click “File”, then “Open Report…”. Select a Superbill form to edit, then click “OK”. To change a field, right-click it, then select “Properties”.
If the field being modified is a “Text” field, you can type what you want it to output. If the field being modified is a (database) “Field”, you select what value you want it to output.
If the existing fields are not of the desired type, or you wish to add more fields or lines/boxes, use the tool-bar at the top of the Report Designer window.
The tools are (from left to right): Arrow Selection Tool (used for selecting fields, lines, or boxes), Text Field (used for adding a text field that simply prints the text that is entered), Data Field (used for adding database fields, that pull information already entered), Calculated Field (typically used for accounting type values), System Data (typically used to pull information like current date and time), Shapes (used for making lines, boxes, or circles), and Images (used for placing an already saved image in to the form).
When finished, click “File” (in the upper-left corner), then “Save” or “Save As…”. Is it recommended to use “Save As…”, and give the file a new/different name. This way you can revert back to the original form in case something goes wrong in the modifying of the Superbill form. If you choose to “Save”, the file you opened will be modified (if not a system locked form, in which case you will still have to rename the file). If you choose to “Save As…”, enter a name, and select a location at which to save the form, then click “OK”.