Second Review Reasons allow you to quickly add standard language directly to Second Reviews, saving your team valuable billing time!
Note: If your Billing Provider’s Default Injury State is set to California, Second Review Reasons will display. If your Billing Provider’s Default Injury State is set to any other state, Appeal Reasons will display.
Only daisyBill Users with an Administrator role can manage Second Review / Appeal Reasons. For accounts with multiple Billing Providers, daisyBill maintains separate Second Review / Appeal Reasons for each Billing Provider.
How to Add a Second Review Reason
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 ‘Second Review Reasons’ / ‘Appeal Reasons’ tab
Step 3. Click ‘+ Add Reason’
Step 4. Enter the ‘Description’
Write a clear description that explains when your team should use the Second Review / Appeal Reason. The best practice is to create a naming convention, so all team members can easily identify Second Review / Appeal Reasons in a list.
Step 5. Enter the ‘Reason’
Use the language you want to appear on the Second Review / Appeal. For Second Review / Appeal Reason example language, see the Help Topic: Second Review / Appeal Library.
Step 6. Click ‘Add Reason’
Step 7. (Situational) To edit a Second Review / Appeal Reason, click the Pencil icon
New Second Review / Appeal Reasons are automatically set as Active. To deactivate a Second Review / Appeal Reason, toggle the ‘Active’ button off.
Step 6. (Situational) To delete a Second Review / Appeal Reason, click the Trashcan icon
Note that you can only delete a reason if it has never been used on a Second Review / Appeal.
That’s all it takes - happy daisyBilling!