Places of Service stores required information for each Place of Service associated with a Billing Provider.
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
For DaisyBill accounts with multiple Billing Providers, DaisyBill maintains separate Places of Service for each Billing Provider.
Step 3. Click the ‘Places of Service’ card
A green ‘Checkmark’ icon in the lower right corner of the card indicates Places of Service have been added for the Billing Provider. A red ‘X’ icon indicates no Places of Service have been added.
Step 4. To edit a ‘Place of Service,’ click its ‘Name,’ then click the ‘Edit’ button
When adding a new Place of Service it is automatically marked as Active. To deactivate a Place of Service and prevent it from being selected on new bills, click ‘No’. To update a Place of Service Code, type or select the new code.
Step 5. To add a ‘Place of Service,’ click ‘Add Place of Service’
Step 6. Enter the information for the ‘Place of Service’
Create Nicknames that will be easy for staff to easily identify when viewed in a list. The Nickname field does not populate on Bills.
Step 7. When finished, click the ‘Add’ button
You’re all set!