Billing Documents allows you to add and save important billing documents that are frequently required when sending bills for a Billing Provider, such as W-9 Forms, testing standards, and IBR Decisions.
Once saved, your team can quickly attach these Billing Documents when entering a bill.
Only daisyBill Users with an Administrator role can manage Billing Documents. For accounts with multiple Billing Providers, daisyBill maintains separate Billing Documents for each Billing Provider.
For more information about searching for IBR Decisions, see the Help Article: IBR Decisions Page Explained.
How to Add a Billing Document
Step 1. On the navigation bar, click ‘Settings’, then click the name of the Billing Provider
This navigates directly to the selected Billing Provider.
Step 2. Click the ‘Billing Documents’ tab
Step 3. Click ‘+ Add Document’
Step 4. Enter the ‘Billing Document Description’
The best practice is to create a naming convention, so all team members can easily identify Billing Documents in a list.
Step 5. Select a Report Type
To send documents electronically with an e-bill, providers must choose a Report Type that describes the uploaded document. The national e-billing protocol establishes these Report Types.
Use the dropdown menu to select the most applicable Report Type for the document. Select “OZ - Support Data for Bill” if no listed Report Type applies to the document.
Step 6. Choose whether daisyBill should automatically send the Billing Document with every bill
If yes, toggle the button On. If no, keep the button toggled Off.
Step 7. Upload Billing Document
You can drag and drop the file into daisyBill, or click ‘choose file(s)’ to choose the file from your computer.
Step 8. Click ‘Upload’
Step 9. Click ‘View’ to view or edit a Billing Document
Step 10. (Situational) To edit a Billing Document, click the Pencil icon
Step 11. (Situational) To delete a Billing Document, click the Trashcan icon
No more hunting for documents!