What does a ShrinkNotes superbill include?

The PDF includes your practice and provider details (name, NPI, license number where set), the client’s name and date of birth, a statement ID and date, and a line for each qualifying session with its date, CPT code (with the -95 modifier for telehealth), and charge. If the client has a treatment plan, its ICD diagnosis codes appear as the diagnosis line.

Which sessions appear on a superbill?

Only past therapy (psychotherapy) sessions that have a recorded charge. Non-therapeutic sessions such as coaching are excluded, since a superbill is for clinical services.

How is the superbill delivered to my client?

ShrinkNotes generates a PDF you can view in the app and download. You then share the downloaded PDF with your client through your usual secure channel. There is no public shareable link.

Where do the CPT codes come from?

From each appointment. ShrinkNotes maps a CPT code from the session duration and lets you override it; telehealth appointments add the -95 modifier automatically. See the Non-therapeutic Sessions guide for how CPT codes are handled by service type.

Superbills

ShrinkNotes is cash-pay by default, but when a client wants to seek out-of-network reimbursement, you can generate an insurance-ready superbill in a few clicks.

How do I create a superbill?

From the client’s page, open the actions menu and choose Create Superbill.
Under Include, choose Sessions Only or Sessions and Payments (the latter adds a running balance).
Under Time frame, choose This Month, Last Month, Year to date, Last year, All time, or Custom to pick your own dates.
Review the Matched Items preview to confirm what will appear.
Click Create.

What appears on the superbill?

Your practice name, address, phone, and email.
Provider details — name (with title), NPI, and license number, where you’ve set them.
A statement ID and statement date.
The client’s name and date of birth.
A diagnosis line with ICD codes from the client’s most recent treatment plan (if one exists).
One line per qualifying session: date, description (CPT Code: …, plus the -95 modifier for telehealth), and the charge.
A starting balance and balance due, if you included payments.

Tip: to get complete provider details on the PDF, set your NPI and license number in your profile and your practice address under Settings → Account.

Which sessions qualify?

A superbill includes only past therapy sessions that have a charge. Non-therapeutic sessions (life coaching, spiritual direction, other) are left off, because a superbill documents clinical services. If a client has only non-therapeutic sessions, the matched-items list will be empty.

How do I get the superbill to my client?

After you create it, ShrinkNotes opens the superbill so you can view it in the app and download the PDF. Send that PDF to your client through your usual secure channel. Superbills also appear on the client’s timeline so you can find and re-download them later.