Manage Billing Provider Explained - DaisyAuth Settings

Manage Billing Providers is where it’s at: the driver’s seat.

From Manage Billing Providers, Administrators control all account setup and preferences from one place, including Billed Charges, Rendering Providers, Places of Service, RFA Fax Preferences and more!  

Manage Billing Providers is split into three tabs: Required Billing Information, Custom Settings, and DaisyAuth Settings. For information on the Required tab, see the Help Article: Manage Billing Providers. Read on for information about the DaisyAuth Settings tab.

Here’s how it works.

A. To edit ‘Billing Provider Info’, click the ‘Billing Provider Info’ card

B. To manage ‘Fax Preferences’, click the ‘Fax Preferences’ card

C. To add or edit ‘Requesting Physicians’, click the ‘Requesting Physicians’ card

D. To add or edit ‘Practice Location’, click the ‘Practice Locations’ card

E. To add or edit ‘Practice Contacts’, click the ‘Practice Contacts’ card

F. To manage ‘RFA Task Preferences’, click the ‘RFA Task Preferences’ card

G. To add or edit ‘RFA Templates’, click the ‘RFA Templates’ card

Step 1. On the navigation bar, click ‘Billing Providers’, then click the ‘Gear’ icon

This will navigate directly to the specified Billing Provider.

Alternatively, select Manage All Billing Providers to view all the Billing Providers associated with your account.

The Manage All Billing Providers feature is limited to users with the Role of administrator.

Step 2. Click the ‘Billing Provider’ name

Each Billing Provider maintains its own settings. A red ‘X’ icon indicates required information has not been completed. To add a new Billing Provider, please contact us via the Help Center.

Step 3. Click the ‘DaisyAuth Settings’ tab

DaisyAuth Settings allows users to customize their Billing Providers with Billing Provider Info, Fax Preferences, Requesting Physicians, Practice Locations, Practice Contacts, RFA Task Preferences, and RFA Templates.

A. To edit ‘Billing Provider Info’, click the ‘Billing Provider Info’ card

For help changing Billing Provider Info see the Help Article: RFA Billing Provider Information.

B. To manage ‘Fax Preferences’, click the ‘Fax Preferences’ card

For help managing Fax Preferences see the Help Article: Fax Preferences.

C. To add or edit ‘Requesting Physicians’, click the ‘Requesting Physicians’ card

For help adding Requesting Physicians see the Help Article: Requesting Physicians.

D. To add or edit ‘Practice Location’, click the ‘Practice Locations’ card

For help adding Practice Locations see the Help Article: Practice Locations.

E. To add or edit ‘Practice Contacts’, click the ‘Practice Contacts’ card

For help adding Practice Contacts see the Help Article: Practice Contacts.

F. To manage ‘RFA Task Preferences’, click the ‘RFA Task Preferences’ card

For help managing RFA Task Preferences see the Help Article: RFA Task Preferences.

G. To add or edit ‘RFA Templates’, click the ‘RFA Templates’ card

For help with adding RFA Templates see the Help Article: RFA Templates.

You’re all set!

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