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In Charges, set the percentage of the state fee schedule (if available), or create your own Charges for all or some of the services you bill.
There are three ways to set your Charges:
- Charges as Percentage of State Fee Schedule (not available for all states)
- Import ‘Custom Charges’
- Manually enter ‘Custom Charges’
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 Charges for each Billing Provider.
Step 3. Click the ‘Charges’ card
A green ‘Checkmark’ icon in the lower right corner of the card indicates Charges have been set for the Billing Provider. A red ‘X’ icon indicates no Charges have been set.
Step 4. Optional (when available) Adjust your ‘Charges’, then click the ‘Save’ button
Set percentages for each type of service you bill. Changes to your Charges are effective as soon as you click the Save button.
If you don’t see this option, it’s because DaisyBill is still working on your state’s fee schedule! Follow the steps below to import or create your own Custom Charges.
Note: Charges do NOT apply to Procedure Codes associated with a Custom Charge.
Step 5. To import ‘Custom Charges’ from a spreadsheet, click ‘Add Charges’, then select ‘Import’
Step 6. Enter the ‘Custom Charge Name’, ‘Effective’ date, and ‘Expiration’ date, then select the CSV file to import
Note: The CSV file MUST use the column headings ‘procedure_code’, ‘supplemental_data’, ‘modifier’, and ‘amount’.
Step 7. Click ‘Import’
Step 8. To manually enter ‘Custom Charges’, click ‘Add Charges’, then select ‘Manual’
Step 9. Enter the ‘Custom Charge Name’, ‘Effective’ date, and ‘Expiration’ date
Effective and Expiration dates correspond to the dates the Custom Charges should be utilized for your practice. Multiple Custom Charges can be created with the same Effective and Expiration dates.
Step 10. Enter the ‘Procedure Code’, ‘Modifier’ (if applicable), and ‘Charge Per Unit’, then click ‘Add’
A single Procedure Code (or Procedure Code and Modifier/Supplemental Data combination) can only exist on one Effective Custom Charge at a time (e.g. 99213 can exist on multiple expired Custom Charges, but can only exist on one current Custom Charge)
Step 11. To view a ‘Custom Charge’, click its name
Step 12. To edit a ‘Custom Charge’, click ‘Edit’
Step 13. Enter the changes, then click ‘Save Changes’
To disable a Custom Charge, select No under Active. The entire Custom Charge will no longer be used.
Step 13. To add a ‘Procedure Code’, click ‘Add Procedure Code’
Step 14. Enter the information, then click ‘Add’
Step 15. To edit a ‘Procedure Code’, click the ‘Pencil’ icon
You can edit the Charge Per Unit, or deactivate the Procedure Code from your Charges.
Step 16. To view the changes made to a ‘Procedure Code’, click the ‘History’ icon
That was easy, wasn’t it?