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Billing Templates

Billing Templates get your billing done even faster.  Billing Templates automatically populate Bills with predesignated Service Line Item information.

Step 1. On the navigation bar, click ‘Billing Providers,’ then select ‘Manage Billing Providers’

The Manage Billing Providers feature is limited to users with the Role of Organization Admin.

Step 2. Click the ‘Billing Provider’ name

For DaisyBill accounts with multiple Billing Providers, DaisyBill maintains separate Billing Templates for each Billing Provider.

Step 3. Click the ‘Custom Settings’ tab

Step 4. Click the ‘Billing Templates’ card

Step 5. To edit a ‘Billing Template,’ click the template’s ‘Name,’ make changes, then click the ‘Save Changes’ button

When adding a new Billing Template, it is automatically marked as Active. To deactivate a Billing Template and prevent it from being selected on new bills, click ‘No.’

Step 6. To add a new ‘Billing Template,’ click the ‘Add Billing Template’ button

Step 7. Enter the ‘Basic Information’ and ‘Service Line Items’ for the ‘Billing Template,’ then click the ‘Add’ button

Create a naming convention so that all staff can easily identify Billing Templates in a list.

Additional Procedure Code lines automatically populate. To remove a line from the Billing Template, click the ‘Trash can’ icon.

That’s a lot of saved time!

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