Need to capture a provider signature?
It’s easy. Just email the signature in any file format to firstname.lastname@example.org. When the signature is formatted and uploaded, daisyBill will send you a confirmation email.
But wait, it gets even easier! Follow the instructions below to add a provider’s signature directly to daisyBill.
Step 1. On the navigation bar, click ‘Billing Providers,’ then click the ‘Gear’ icon
This will navigate directly to the specified Billing Provider.
Alternatively, select Manage All Billing Providers to view all the Billing Providers associated with your account.
The Manage All Billing Providers feature is limited to users with the Role of Organization Admin.
If your account only has one Billing Provider, click ‘Settings’, and move to Step 3.
Step 2. Click the ‘Billing Provider’ name
For daisyBill accounts with multiple Billing Providers, daisyBill maintains separate Charges for each Billing Provider.
Step 3. Click the ‘Billing Provider Information’ card
A green ‘Checkmark’ icon in the lower right corner of the card indicates Billing Provider Information has been completed for the Billing Provider. A red ‘X’ icon indicates Billing Provider Information has not been completed.
Step 4. Click ‘Add’ and draw a signature with your mouse, then click the ‘Save’ button
Easy as pie!