Setting up Your Account for Superbills

Learn how to set up your account so that you can send Superbills to client!

Since a Superbill is a document with specific informational requirements, you need to ensure that all of the necessary information has been input into your Owl account before you'll be able to issue one to a client.

To issue Superbills to your clients, you need to create an Organization and Individual Provider Profile.  A valid Superbill cannot issued without these details.  First, go to Settings, then select Insurance, and finally Profiles.


To add all of the necessary details, first go into a provider profile by selecting the edit icon in the upper right hand corner of the Organization and Provider Profile card. 

From here you can enter information such as the Tax ID (Box 25), and Group NPI (Box 24j - bottom).  Once you are finished, select Save Profile in the bottom right.

You will also need to enter the Tax ID under the Basics tab in the Payment Details menu within Settings.

Make sure that you have therapists profiles set up with the proper therapist license number.  Go to Settings, then Therapists, and then select a Therapist Profile, and finally select Edit in the upper right of the screen. 

Input the number into the License Number field provided and select Update Therapist in the bottom right.

To add a Diagnosis Code, in the Clients menu, select Contact & Clinical, then select Clinical Details, and finally select Edit in the bottom right.

Choose a diagnosis from the drop down menu provided, or enter the diagnostic code to find the one you need.  When you are finished, select Save.

To add a client's Date of Birth, navigate to the Clients menus, and then Contact & Clinical, and finally under the Contact Details section select Edit in the bottom right.

Once all of these settings have been established for your practice and at least one (1) therapist profile and one (1) client profile you will be able to create a Superbill.

Note: If the required information has not been input for a specific Therapist or Client that you would like to Superbill, you will not be able to create one until the necessary information has been input. Also, you cannot create a Superbill for unpaid sessions. Superbills can only be created for sessions that have been paid in full. It is also important to know that a session can only be added to one Superbill. You cannot add the same session to multiple Superbills.