Superbill Filters

To help you quickly use the Batch Print Superbill screen, you are able to save and use search criteria filters. Using saved filters will help you pull the information you need faster.

Save Superbill Filters

To help you quickly use the Batch Print Superbill screen, you are able to save and use search criteria filters. Using saved filters will help you pull the information you need faster.

Follow the steps below to save filters.

  1. Select Appointments > Superbill Batch Print.

  2. Enter your Search Criteria.

  3. Click the Save link.

  4. Type a Name for your filter.

  5. Use the Share with drop-down menu to select whether to share this filter on the user or Customer level.

  6. Click Save.  

Load Superbill filters


  1. Select Appointments > Superbill Batch Print.

  2. Click the Load link.

  3. Click on the Filter you wish to use.

Update Superbill filters


  1. Select Appointments > Superbill Batch Print.

  2. Click the Load link.

  3. Click on the Filter you wish to update.

  4. Enter your updated Search Criteria.

  5. Click on the Save link.

  6. Choose whether to Update Filter or Save as New Filter.