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Advanced Search

Last update
June 27, 2022

Can’t find the patient you need using daisyBill’s simple search? Try Advanced Search.

Additional search parameters include:

  • Patient Name
  • SSN
  • Date Of Birth
  • Practice Internal ID
  • Claim Number
  • ADJ Number
  • daisyBill Patient ID
  • Practice Bill ID
  • RFA ID

Step 1.  On the navigation bar, click the black arrow in the search field

Step 2.  From the drop-down list, enter the information in the appropriate section, then click ‘Search’

Partial information returns all patients matching the information provided.  

Step 3. (Optional) Click ‘Show more’ to view additional search fields

Step 4. From ‘Patient Search Results,’ select the correct patient

Voila!

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