Add Billing Provider

daisyBill requires Billing Provider information to send bills to workers’ comp payers. Only daisyBill Users with the Account Administrator role can manage Billing Provider Settings.

How to Add A Billing Provider

Only daisyBill subscriptions with multiple Billing Providers enabled can add new Billing Providers. To enable multiple Billing Providers, click the pink chat icon to speak with a daisyBill expert.

Step 1. On the navigation bar, click ‘Settings’ then click ‘+ Add Billing Provider’ 

This navigates directly to the selected Billing Provider.

Step 2. Select Bill Type

Choose the Bill Type that applies to the Billing Provider. The Bill Type determines which bill form daisyBill sends.

1. Professional services → CMS 1500 form
2. Pharmacy services → NCPDP form
3. Institutional services → UB04 form

Note: Once a bill has been created, the Bill Type for a Billing Provider cannot be changed.

Step 3. Enter Billing Provider information

Required information varies by Bill Type. Click the applicable link for instructions:

1. Professional services → CMS 1500 form
2. Pharmacy services → NCPDP form
3. Institutional services → UB04 form

Step 4: Upload Billing Provider W-9

Upload a current-year W-9 in PDF format. Confirm that the pay-to address and Tax ID on the W-9 match the information entered above.

Step 5: Select User access

Grant all Users access to the Billing Provider, or limit access to specific Users. You can edit Billing Provider access at any time in Manage Users.

Step 6: Enter Additional Billing Provider Settings

1. Enter an internal Nickname for the Billing provider (optional)
2. Select default Injury State
3. Enter coversheet fax number (Optional - daisyBill includes this fax number on the Cover Sheet transmitted with each bill submission and RFA)

Step 7. Click ‘Add Billing Provider’

daisyBill must approve all new Billing Providers before you can submit bills.

• Approval typically takes 2 business days. daisyBill will notify you once approved.
• A one-time $150 fee applies to each new Billing Provider and will appear on your next invoice.

Step 8. (Situational) To edit a Billing Provider, click the Pencil icon on the Billing Provider information page

Step 9. (Situational) Edit Billing Provider information

Step 9. (Situational) Click ‘Save Changes’

Step 10. (Situational) To Deactivate a Billing Provider, click ‘Deactivate’

To deactivate a Billing Provider and prevent it from displaying on your Billing Provider Menu, click ‘Deactivate’.

That was easy!