Practice ops
How often should you give families superbills?
Monthly is the sweet spot for most practices — big enough to be worth submitting, small enough that nothing slips through timely filing windows.
The three cadences
- Per session: maximal freshness, but 4× the documents and families rarely submit weekly anyway
- Monthly: one document per family with all dates itemized — the standard for OON practices
- On request: least work until it isn't — reconstructing six months of sessions in December is the worst version of this job
Why monthly wins
- Aligns with how payers process member claims and how families think about budgets
- Keeps every claim safely inside 90-day timely filing limits
- Batches your admin into one predictable block (or one automated run)
- Deductible progress accumulates visibly, which keeps families motivated to submit
Make the first week of the month superbill week
Generate last month's superbill for every OON family in the first few business days. With a saved client list, regeneration is minutes — and it's exactly the workflow Therativities automates once you save your first superbill from the free tool.
FAQ
Should the superbill include unpaid sessions?
No — superbills document services already paid. Collect first, then superbill; mismatches between totals and proof of payment cause rejections.
What about families who never submit?
Give them the monthly superbill anyway. Charges accumulate toward deductibles, HSA substantiation, and taxes — and it costs you almost nothing to provide.
More practice guides
Educational content only — not billing, legal, or tax advice. Verify payer policies and regulations for your state and situation.