The Copy tool allows you to copy Patient demographic and injury information to a selected Billing Provider.
Step 1. Navigate to the Patient page
Type the Patient’s name into the search bar, then click the Patient’s name.If the Patient has a listed Injury, clicking the patient’s name navigates you to the Injury Page. Use the breadcrumbs to navigate from the Injury page to the Patient page.
Step 2. From the Patient page, click ‘Copy’
For patients with multiple injuries, clicking ‘Copy’ copies all injuries to the selected Billing Provider.
Bills for the Patient are not copied to the selected Billing Provider.
Step 3. (Situational) Select a Billing Provider
If your daisyBill account has multiple Billing Providers, daisyBill prompts you to select the applicable Billing Provider when you click ‘Copy’.
Clicking ‘Copy’ copies Patient demographics and Injury information to the selected Billing Provider.
Step 4. Review Patient and Injury Information
After selecting a Billing Provider, you will be redirected to the new Patient page for that Provider.
That was easy!