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Tasks Page Explained

Tasks is your guide to getting bills sent, paid, and closed.

Tasks represent Bills that require attention. But don’t worry -- DaisyBill tells you exactly what to do.  

The Tasks Page lets you manage Tasks in the following ways:

A. To filter Tasks, use the ‘Filter Column’

B. To clear a Filter, click ‘x’

C. To sort Tasks, click the column heading

D. To navigate to a Bill, click the ‘Bill ID’ link

E. To populate your Side Bar, click ‘Work Tasks’

F. To bulk update Tasks, click ‘Update’ (Admin only)

On the navigation bar, click ‘Tasks’

By default My Tasks, meaning all tasks assigned to you, are displayed.  Click the All Tasks tab to view all tasks for your Organization regardless of assigned user.



A. To filter Tasks, select a ‘Filter’

Use more than one Filter to maximize efficiency.

B. To clear a Filter, click ‘x’

C. To sort Tasks, click the column heading

  • For ascending order, click once.
  • For descending order, click twice.

D. To navigate to a Bill, click the ‘Bill ID’ link

The Bill opens in a new tab.

E. To populate your Task Side Bar, click ‘Work Tasks’

The Task Side Bar populates with currently filtered Tasks. For more information, see the Help Article: Task Side Bar Explained.

F. To bulk update Tasks, click ‘Bulk Update Tasks’ (Organization Admin only)

Bulk Update Tasks allows Organization Admins to change task Due Dates or Assigned Users for multiple tasks at once. For more information, see the Help Article: Bulk Update Tasks.

For more information on completing each task, see these Help Articles:

Task: Patient Failed Review

Task: Injury Failed Review

Task: Bill Failed Review

Task: Document Required

Task: Send Bill

Task: No Response

Task: EOR Missing

Task: Payment Received

Task: Deposit Payment

Task: Denial Received

Task: Send Second Review

Task: Payment Received - Second Review

Task: Denial Received - Second Review

Task: Send IBR

Task: Payment Received - IBR

Task: Denial Received - IBR

Task: Rejected Bill

Task: Lien Required

Now go forth and complete some Tasks!

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