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By default, daisyBill assigns bill tasks to the staff member who created the bill. But if that’s not efficient for you, Organization Admins can use Task Preferences to change the default assignment preferences.
This lets you delegate task types to a specific staff member.
Step 1. On the navigation bar, click ‘Settings’, then click the name of the Billing Provider you want to view or edit
This will navigate directly to Billing Settings - Required for that Billing Provider.
Step 2. Click the ‘Custom Settings’ tab
Step 3. Click the ‘Bill Task Preferences’ card
Step 4. Choose an ‘Assignment’ preference for each ‘Task’
The default assignment for all tasks is Bill Creator.
- Bill Creator - assigns all future Tasks of that type to the user who created the Bill
- User - assigns all future Tasks of that type to a specific user
For each assignment, you can select the Add Exception feature to filter based on other elements of the Bill. When an exception is added, the Task will be assigned to the Bill Creator or User user EXCEPT for bills with the parameters you selected.
- By Claims Administrator - assigns all future Tasks of that type to the Bill Creator or User based on the Bill’s Claims Administrator
- By Place of Service - assigns all future Tasks of that type to the Bill Creator or User based on the Bill’s Place of Service
Note: Credit for task completion is given to the user who completed the task, regardless of the assigned user.
Step 5. To delete an exception, click ‘Remove’
Step 6. To add another exception, click ‘Add Another’
Delegation done!