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Add Patient

Adding new patients is super easy in DaisyBill.

Step 1.  Make sure the patient isn’t already in the system.

Enter part of the new patient’s name in the search bar, then click the Magnifying Glass icon 🔍 or hit Enter on your keyboard

To prevent patient duplication, always search for a partial name PRIOR to adding a new patient. Pressing Enter returns all patients with similar names.

Step 2.  If the patient isn’t already in the system, click ‘Add Patient’

Step 3.  Select a Billing Provider for the Patient

DaisyBill associates the new patient with the chosen Billing Provider.

Step 4.  Enter Information under ‘Required,’ then click ‘Add Patient’

Note: you must enter a Social Security Number (SSN). California workers’ comp billing rules mandate the use of a patient’s SSN for tracking purposes. For patients without a SSN, enter ‘999-99-9999’ in the field.

Fill in Zip Code to automatically populate the City field.

Your new patient is ready to go!

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