Enforce Appointment Linking for Quick Superbill

Configure Appointment Linking Requirement

Create Quick Superbill with Required Appointment Linking

Create Quick Superbill with Optional Appointment Linking

Manage Linked Appointment Details

What’s New

• A new setting, Enforce Appointment Linking for Quick Superbill, is available under: Settings > Practice > Billing.

• The setting is disabled by default.

• When enabled:

  • Quick Superbills must be linked to an eligible appointment on the same Date of Service (DOS).

  • Saving is blocked until an appointment is linked.

  • If no qualifying appointment exists, no restriction is applied.

• Eligible appointments must:

  • Match the same DOS.

  • Not already be linked to a provider note or eSuperbill.

  • Have a status of Checked-In or Checked-Out.

  • Not be in Scheduled, Confirmed, Cancelled, Rescheduled, Waiting List, or No Show status.

• When disabled:

  • Users receive a soft prompt when entering or saving a Quick Superbill if a qualifying appointment exists.

  • Users can choose to Link or Skip.

  • A Link Appointment option remains available in Encounter Details.

• Linking automatically populates and locks:

  • Encounter Date

  • Encounter Time

  • Location

  • Provider

• Unlinking re-enables these fields for editing.

 

How It Works 

• Navigate to Settings > Practice > Billing.
• Enable or disable the Enforce Appointment Linking for Quick Superbill setting.

• Create or edit a Quick Superbill.
• The system evaluates whether a qualifying same-DOS appointment exists.

• Depending on the configuration:
  – If enabled, an eligible appointment must be linked before the Superbill can be saved.

– If disabled, users are prompted to link the appointment but may choose to continue without linking.

• When an appointment is linked, encounter details are automatically populated and locked.

• If the appointment is unlinked, the encounter fields become editable again.

 

Benefits

• Provides immediate visual awareness of the current time within the schedule.

• Improves scheduling efficiency by helping users orient themselves within the day’s calendar.

• Reduces reliance on the time axis for determining the current time.

• Maintains a clean interface by displaying the indicator only on the current date.

• Ensures accurate positioning through real-time updates based on local system time.