Settings / Manage Billing Providers
Billing Settings - Custom

Bill Close: Automatic

Last update
October 3, 2022

daisyBill can automatically close bills that paid at or above a percentage of the Expected Fee Schedule designated by your practice. This feature eliminates the need to manually click ‘Close’ for each correctly paid bill.

Step 1. On the navigation bar, click ‘Billing Providers’, then click the ‘Gear’ icon

This will navigate directly to Settings for 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 Administrator.

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 Bill Task Preferences for each Billing Provider.

Step 3. Click the ‘Billing Settings - Custom’ tab

Step 4. Click ‘Bill Close: Automatic’

Step 5. Optional: Set Expected Fee Schedule % Min and Max for All Claims Administrators, enter Min and Max and Click Save

Once set, automatic close is triggered on a bill when an electronic EOR (837) posted to the bill from any claims administrator reflects enough payment that the Total Expected Fee Schedule % is between the Min and Max values set. The Min and Max values can be edited at any time.

The Expected Fee Schedule % Min value is the minimum Total Expected Fee Schedule % a bill will auto-close using. The Expected Fee Schedule % Max value is the Maximum Total Expected Fee Schedule % a bill will auto-close using. Bills with Total Expected Fee Schedule % lower than the Min value, or higher than the Max value will not auto-close.

Bills closed due to these settings will indicate such in the Bill History.  Closed bills will generate Deposit Payment tasks if a Deposit Date is not provided for the payment within 10 days of posting.  Automatic Close settings only apply to bills posted to after setting is turned on.  

In this example, a bill paid anywhere between 80% and 110% of Expected Fee Schedule % will automatically close.  

Step 6. Optional: Set Expected Fee Schedule % Min and Max for Specific Claims Administrators, enter Min and Max and Click Save

Once set, automatic close is triggered on a bill when a bill sent to the designated claims administrators receives an electronic EOR (837) reflecting enough payment that the Total Expected Fee Schedule % is between the Min and Max values set.  The Min and Max values can be edited at any time.

The Expected Fee Schedule % Min value is the minimum Total Expected Fee Schedule % a bill will auto-close using. The Expected Fee Schedule % Max value is the Maximum Total Expected Fee Schedule % a bill will auto-close using. Bills with Total Expected Fee Schedule % lower than the Min value, or higher than the Max value will not auto-close.

Bills closed due to these settings will indicate such in the Bill History.  Closed bills will generate Deposit Payment tasks if a Deposit Date is not provided for the payment within 10 days of posting.  Automatic Close settings only apply to bills posted to after setting is turned on.  

In this example, a bill paid by Southwest Gas Corporation anywhere between 75% and 110% of Expected Fee Schedule % will automatically close.  

Step 7. Once set, to turn off Bill Close for All or Specific Claims Administrators, toggle the On/Off button

Step 8. To make edits to an existing Automatic Bill Close, click the pencil icon.

Step 9. To view the history of edits made, click the History button

You’re on your way to even more efficient billing!

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