Document Tasks
Document Tasks

Document Task: Patient Intake

Last update
March 23, 2023

Enter patients and injuries from intake forms by completing the Patient Intake Document Task.

Step 1. From the navigation bar, click ‘Billing Providers’, then select the Billing Provider

Step 2. Scroll down to ‘Document Tasks’ and click ‘Work Tasks’ next to ‘Patient Intake’

Document Tasks can also be viewed from ‘All Tasks’ on the Homescreen (and also from ‘My Tasks’, depending on the Document Tasks Preferences). See this Help Article for more information: Home Screen Explained.  

Step 3. Search for Patient

To prevent Patient duplication, always search for the Patient PRIOR to adding a new Patient.

If a non Patient Intake Document ends up in this task queue, it can be reclassified by clicking ‘Change Document Type’. For more information, see this Help Article: Change Document Type.

Step 4. Click ‘Add Patient’

If no results are returned, this indicates the Patient does not already exist in daisyBill, so go ahead and add the Patient. For more information, see this Help Article: Add Patient.

Step 5. Enter Patient Information, then click ‘Add Patient’

Step 6. Enter Injury Information, then click ‘Add Injury’

For more information, see this Help Article: Add Injury.

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