Regulations allow workers’ comp payers to deny payment if a bill fails to include the mandated patient information. When adding a new Patient to your account, daisyBill requires patient information that reflects the state or federal billing requirements.
How to Add a New Patient
This 2-minute video explains how to add a new Patient in daisyBill:
Alternatively, follow the steps below to add a new Patient:
Step 1. Enter the patient’s name in the search bar
Enter part of the new Patient’s name in the search bar (located in the top navigation bar), then click the Magnifying Glass icon 🔍 or click Enter on your keyboard.
To prevent duplicative Patient errors, daisyBill recommends entering the first two letters of the patient’s first and last name. For example, for a patient named Jerrie Garcea, type ‘je ga’ in the search bar.
Clicking the Magnifying Glass icon 🔍 or Enter navigates you to the Patient Search Results page, which shows all patients with similar names.
Step 2. If no existing patients match the Patient name search, click ‘Add Patient’
Step 3. (Situational) Select a Billing Provider
If your daisyBill account has multiple Billing Providers, daisyBill prompts you to select the applicable Billing Provider when you click ‘Add Patient’. Click ‘Confirm’ to make the selection.
Step 4. Enter ‘Patient Information - Required’
For patients without a Social Security Number (SSN) or who will not provide an SSN, enter ‘999-99-9999’ in the field.
When you fill in the Zip Code, daisyBill automatically populates the City and State fields.
Step 4. (Situational) If you are missing any required Patient information, leave the field blank
daisyBill scrubs the Patient for missing required information. If daisyBill detects any missing Patient information, daisyBill generates a Patient Error Task. This Bill Task prompts you to return to the Patient page and enter this information before you can send a bill.
For instructions on completing a Patient Error Task, see the Help Article: Task: Patient Error.
Step 5. Click ‘Save’
Easy as that!