Upload important documents like patient intake forms, reports, and authorizations to DaisyBill by using Document Upload.
Here’s how the Document Upload page works.
Step 1. From the navigation bar, click ‘Billing Providers’, then select the Billing Provider
Step 2. Click ‘Document Upload’
A. To upload a Document, select the ‘Type’
A Document Type must be selected first, or else a document cannot be dropped in / selected.
See these Help Articles for instructions on how to upload each Document Type:
B. To search Document History, enter a search term in the ‘Search’ box
You can search by File Name, Batch ID, Uploaded By, Uploaded On, or Type. To undo, erase the text in the Search box.
C. To sort Documents, click the column heading to sort by
- For ascending order, click once.
- For descending order, click twice.
D. To view a Document, click the File Name
The Document will open in a new tab in your browser.
E. To view the Document History, click the ‘History’ icon
F. To delete a Document, click the ‘Trashcan’ icon
A Delete Reason needs to be entered before the Document can be deleted.
What a breeze!