Appeal Documents allows you to add and save important documents to strengthen appeals when addressing denials or underpayments.
Once saved, your team can quickly attach these Appeal Documents when submitting an appeal.
Only daisyBill Users with an Administrator role can manage Appeal Documents. For accounts with multiple Billing Providers, daisyBill maintains separate Appeal Documents for each Billing Provider.
How to Add an Appeal Document
Step 1. On the navigation bar, click ‘Settings’, then click the name of the Billing Provider
This navigates directly to the selected Billing Provider.
Step 2. Click the ‘Appeal Documents’ tab
Step 3. Click ‘+ Add Document’
Step 4. Enter the Appeal Document ‘Description’
The best practice is to create a naming convention, so all team members can easily identify Appeal Documents in a list.
Step 5. Select a Report Type
To send documents electronically with an e-bill, providers must choose a Report Type that describes the uploaded document. The national e-billing protocol establishes these Report Types.
Use the dropdown menu to select the most applicable Report Type for the document. Select “OZ - Support Data for Bill” if no listed Report Type applies to the document.
Step 6. Upload Appeal Document
You can drag and drop the file into daisyBill, or click ‘choose file(s)’ to choose the file from your computer.
Step 7. Click ‘Upload’
Step 8. Click ‘View’ to view or edit an Appeal Document
Step 9. (Situational) To edit an Appeal Document, click the Pencil icon
Step 10. (Situational) To delete a Billing Document, click the Trashcan icon
Now go forth and send some appeals!