Settings / Manage Billing Providers
Billing Settings - Custom

Second Review / Appeal Reasons

Last update
March 23, 2023

Second Review Reasons make submitting Second Reviews a snap. Save your Second Review Reasons to use on future Second Review.

If your Billing Provider’s Default Injury State is set to California, Second Review Reasons will display. If your Billing Provider’s Default Injury State is set to any other state, Appeal Reasons will display.

For more information on Second Reviews / Appeals, see the Help Topic: Second Review / Appeal.

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 Second Review Reasons for each Billing Provider.

Step 3. Click the ‘Billing Settings - Custom’ tab

Step 4. Click the ‘Second Review Reasons’ / ‘Appeal Reasons’ card

Step 5. To edit a ‘Second Review / Appeal Reason,’ click the ‘Edit’ icon

To set a Second Review / Appeal Reason to inactive, use the ‘Active?’ toggle

Step 6. To delete a ‘Second Review / Appeal Reason,’ click the ‘Trash can’ icon

A Second Review / Appeal Reason can only be deleted if it has never been used on a bill before.

Step 7. To add a new ‘Second Review / Appeal Reason,’ click the ‘Add Second Review / Appeal Reason’ button

For Second Review / Appeal example language see the Help Topic: Second Review / Appeal Library


Step 8. Enter the ‘Description’ and ‘Text’ for the ‘Second Review Reason,’ then click the ‘Add’ button

Create an easily identifiable Description of the Second Review Reason.  A good Description might identify the Procedure Code or Denial Reason the Second Review Reason can be used for.  

In the Text field, enter the language you want to appear on your Second Review.  

Consistent language across your second reviews — Done!

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