Here’s a real time-saver: Bill Templates pre-fill bills with saved Service Line Item information to make bill creation faster for your team!
Only daisyBill Users with an Administrator role can manage Bill Templates. For accounts with multiple Billing Providers, daisyBill maintains separate Bill Templates for each Billing Provider.
How to Add A Bill Template
Step 1. On the navigation bar, click ‘Settings’, then click the name of the Billing Provider
This will navigate directly to the specified Billing Provider.
Step 2. Click the ‘Bill Templates’ tab
Step 3. Click ‘+ Add Bill Template’
Step 4. Complete the ‘Template Details’
Enter the Template Name and Description. The best practice is to create a naming convention, so all team members can easily identify Bill Templates in a list.
Note: When entering a bill, the Bill Template Name appears in a dropdown menu.
Step 5. Complete the Service Line Items
Click + next to a Procedure Code to add additional information, such as a description or note about the code or service.
Note: This information populates boxes 24a-d (Grey space) on the CMS 1500 form.
Step 6. Click ‘Add Bill Template’
New Bill Templates are automatically set as Active. To deactivate a Bill Template, click ‘Deactivate.’
Step 7. Click a Bill Template Name to view or edit it
Step 8. (Situational) To edit a Bill Template, click ‘Edit’
Step 9. (Situational) Click ‘Save Changes’
That’s a lot of saved time!