Classic: Creating receipts/Superbills from SOAP Notes
You can easily generate receipts off of SOAP notes which will automatically use the diagnostic and treatment codes you’ve entered.
After you have created and saved your SOAP note, add ICD-10 and CPT codes by using the "Add ICD" and "Add CPT" buttons. (If you need to change the price for the treatment, details are below.)
Generate a new receipt and link it to this SOAP note by clicking the “New Receipt” button.
You will now see a receipt linked to your SOAP note. You can click on the link to go to the Receipt record.
Once on the receipt record, you can add products if the patient is purchasing products.
Click on the “Print Receipt” button to generate a PDF and print for your patients.
Here is an example receipt.
Changing the price of a treatment for one patient
On occasion, you may need to give a patient a different price for a treatment. For example, if you run a sliding scale clinic. You can do this from two place, on the SOAP note or the receipt.
Shown are instructions from a SOAP note and the same steps can be applied from a receipt.
After you have added your treatment codes, click the “Edit” link next to the code you want to price change.
Enter the desired price and click “Save”