Document Upload Explained

Upload important documents like patient intake forms, reports, and authorizations to DaisyBill by using Document Upload.

Here’s how the Document Upload page works.

A. To upload a Document, select the ‘Type’

B. To search Document History, enter a search term in the ‘Search’ box

C. To sort Documents, click the column heading to sort by

D. To view a Document, click the File Name

E. To view the Document History, click the ‘History’ icon

F. To delete a Document, click the ‘Trashcan’ icon

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:

Document Upload: Patient Intake

Document Upload: Superbill

Document Upload: Bill Document

Document Upload: EOR

Document Upload: Injury Document

Document Upload: UR Decision

Document Upload: Unclassified

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!

Was this article helpful?

Search results for: