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Apply Billing Template

Billing Templates get your billing done even faster.  Billing Templates automatically populate bills with predesignated service line item information.

To create Billing Templates, go to DaisyBill Settings and click Billing Templates.  Only Organization Admins can access Settings, so make sure you’re authorized. For more information, see the Help Article: Billing Templates.

Step 1. From ‘List of Bills’, click ‘Add Bill’

Step 2. Select ‘Date of Service’, ‘Place of Service’, and ‘Rendering Provider’

Step 3. Select ‘Billing Template’

Step 4. Click ‘Apply’

Step 5. Enter any additional Procedure Codes, then click ‘Create Bill’

After the Billing Template populates the Bill, edit or modify the information as required.

Onward with beautiful billing!

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