Settings / Manage Billing Providers
Billing Settings - Custom

Billing Templates

Last update
March 23, 2023

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 click the ‘Gear’ icon

This will navigate directly to 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 Billing Templates for each Billing Provider.

Step 3. Click the ‘Billing Settings - Custom’ 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.
  • Click ‘+’ next to a Procedure Code to add Additional Information.  Additional Information can be a description for the code/service or a note about the code/service.  Information added here populates the equivalent of box 24a-d otherwise known as the ‘Grey’ space on the CMS1500.

To remove a line from the Billing Template, click the Trashcan icon.

That’s a lot of saved time!

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