Appeal Documents are used to help bolster your appeals when combatting denials or underpayments. Here’s how to set it up.
Step 1. On the navigation bar, click ‘Settings’, then click the name of the Billing Provider
This will navigate directly to the specified Billing Provider.
The Settings button is limited to users with the Role of Administrator. For daisyBill accounts with multiple Billing Providers, daisyBill maintains separate Appeal Documents for each Billing Provider.
Step 2. Click the ‘Appeal Documents’ tab
Step 3. To add a new ‘Appeal Document’ click the ‘Add Document’ button
Step 4. Enter the ‘Description’ and ‘Report Type’ for the ‘Appeal Document,’ then click the ‘Upload’ button
Create an easily identifiable Description of the Appeal Document. A good Description makes clear when the Appeal Document should be used.
In the Report Type field, select the document type that best corresponds with your Appeal Document. If you’re unsure, select OZ - Support Data for Bill.
Step 5. To edit an existing ‘Appeal Document’, click ‘View’
To delete an Appeal Document, click the trash can icon.
To modify the Description or Report Type, click the ‘Edit’ button.
Now go forth and send some appeals!