Whether you're resolving a billing question or submitting documentation for reimbursement, you can access billing statements directly from your client portal. This article outlines how to create a statement at any time.
🌟 Superbill vs. billing statement: These are two different documents. A billing statement summarizes your session charges and payment history — you can generate one from your client portal using the steps below. A superbill is a detailed clinical document that includes diagnosis and procedure codes formatted specifically for out-of-network insurance reimbursement. If you need a superbill, contact your provider directly to request one.
Key Points
You can generate a billing statement from your client portal at any time.
Sessions that haven't been processed by your insurance yet won't appear on your statement — only finalized charges are included.
Statements can be printed or saved as PDFs directly from your browser.
Each statement includes detailed billing information suitable for HSA/FSA claims or insurance reimbursement.
Statements are available for sessions from January 2025 onward. For earlier records, contact our support team.
When you might need a billing statement
Billing statements can be useful in several scenarios. You might need one if:
You're requesting insurance reimbursement. Some insurance providers require a detailed statement that includes session dates, provider information, and billing codes.
You're submitting an HSA or FSA claim. Statements can serve as valid documentation for health spending account expenses.
You're resolving a billing question. Having a copy on hand can make it easier to understand your balance or clarify a charge with support.
Create a statement from your client portal
You can create a statement from your client portal dashboard in one of two ways.
1) Generate a statement from the payment history view
Select Account in the left-side navigation menu.
Click the Billing tab.
Select Create statement.
Your appointment history will appear.
Use the checkboxes to select the dates you want to include. Click Create to generate a billing statement.
⚠️ Please note: Billing statements for sessions that took place before January 2025 may not be available for download in your portal. If you need documentation from an earlier date, contact the Support Team. They can generate and send a statement for you.
2) Generate a statement from an individual charge
Click Account.
Select the Billing tab.
Click the individual charge you want to view.
This will open the individual charge details. From here, click Create statement.
The session you were viewing is automatically included in the statement. To add more, select additional sessions from the list, then click Create to generate your statement.
⚠️ Please note: You cannot add sessions with a "pending" payment status. Statements can only include sessions that have been processed by insurance or paid out-of-pocket.
Options to print or save your billing statement
Once you click Create, your browser's print dialogue will appear. From here, you can print the billing statement or save it as a PDF. Steps to save the statement as a PDF may vary depending on your device or operating system.
Frequently asked questions (FAQs)
What's the difference between a billing statement and a superbill? A billing statement summarizes your session charges and payment history and can be generated directly from your client portal. A superbill is a detailed clinical document that includes diagnosis and procedure codes used for out-of-network insurance reimbursement — it's provided by your provider, not generated from your portal. If you need a superbill, contact your provider directly.
Can I create a statement for a specific date range or session? Yes. Use the checkboxes on the appointment history page to select the sessions you want to include in your statement.
Why can't I find sessions from before 2025? Billing statements for sessions before January 2025 may not be available for download in your portal. Contact our support team, and they can generate and send a statement that includes those sessions.
What information is included on the billing statement? Billing statements typically include the date of service, provider's name, insurance company, CPT codes, session fees, payment dates and amounts, and any outstanding balances. This format is usually suitable for insurance reimbursement or HSA/FSA claims.
Why doesn’t my charge show the type (e.g., copay, deductible, coinsurance)? In some cases, we’re unable to accurately determine the breakdown of the cost for your session, or your session had multiple cost scenarios. For clarification, contact your insurance company directly.
What should I do if the statement is missing information? If your statement appears incomplete, contact the Support Team for assistance.