Let’s speed things up. Submit Bills faster with Billing Templates, which automatically populate Bills with predesignated Service Line Item information.
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 Organization Admin.
If your account only has one Billing Provider, click ‘Settings’, and move to Step 3.
Step 2. Click the ‘Billing Provider’ name
For daisyBill accounts with multiple Billing Providers, daisyBill maintains separate Charges for each Billing Provider.
Step 3. Click the ‘Custom Settings’ tab
Step 4. Click the ‘Billing Templates’ card
Step 5. To edit or delete a ‘Billing Template,’ click the template’s ‘Name’
Step 6. To add a new ‘Billing Template,’ click the ‘Add Billing Template’ button
Step 7. Enter the ‘Name,’ ‘Description,’ and select the ‘Product Type’
For Name, use a naming convention so that all staff can easily identify Billing Templates from a list.
Select the correct Product Type based on the type of billing. Select Compound for compound pharmaceuticals. Select Dispensed for any other type of pharmaceutical.
Step 8. For ‘Compound’ templates: Fill in required fields
Compound Name populates on the NCPDP form in field 76
Days Supply populates on the NCPDP form in field 72
Dosage Form populates on the NCPDP form in field 90
Route of Administration populates on the NCPDP form in field 92
Dispense as Written Code (DAW) populates on the NCPDP form in field 73
Unit of Measurement populates on the NCPDP form in field 78 and 91
NDC Number populates on the NCPDP form in field 95
Units populates on the NCPDP form in field 97
Additional Service Line Items lines will populate as needed. Enter NDC Numbers in the 11-digit format without dashes. For help converting NDC Number to the 11-digit format see this FAQ: Converting 10-digit NDC Numbers to 11 Digits
Step 9. For ‘Dispensed’ templates: Fill in required fields
Days Supply populates on the NCPDP form in field 72
Dispense as Written Code (DAW) populates on the NCPDP form in field 73
Unit of Measurement populates on the NCPDP form in field 78
NDC Number populates on the NCPDP form in field 69
Units populates on the NCPDP form in field 72
Enter NDC Numbers in the 11-digit format without dashes. For help converting NDC Numbers to the 11-digit format see this FAQ: Converting 10-digit NDC Numbers to 11 Digits
Step 10. Click the ‘Add’ button
That’s it – welcome to blazing fast billing!