Document Upload: Patient Intake

Use the Document Upload feature to upload Patient Intake Forms directly to DaisyBill.

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

Step 2. Click ‘Document Upload’

Step 3. Select ‘Patient Intake’

The Document Type must be selected first, or else a document cannot be dropped in / selected.

Step 4. Drag and drop the Intake Form(s) or select Intake Form(s) from your computer

A maximum of 200 documents can be uploaded at one time. A message will display if the count of documents exceeds this limit.

Step 5. Click ‘Upload’

After clicking ‘Upload’, the Patient Intake Document Task will generate.

Step 6. Optional: click the ‘History’ icon to view the document history  

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