Billing Settings - Custom

Referring And Ordering Providers

Last update
September 30, 2023

Ensure billing accuracy by storing Referring And Ordering Providers information in Manage Billing Providers.  This information populates HCFA / CMS1500 Box 17.

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.

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 Referring Provider lists for each Billing Provider.

Step 3. Click the ‘Billing Settings - Custom’ tab

Step 4. Click the ‘Referring And Ordering Providers’ card

Step 5. To edit a Provider, click the Provider’s name, then click the ‘Edit Provider’ button

When adding a new Referring Provider or Ordering Provider they are automatically marked as Active. To deactivate a Referring Provider or Ordering Provider and prevent them from being selected on new bills, click ‘No.’

Step 6. To add a Provider, click the ‘Add Provider’ button

Step 7. To automatically populate the provider’s information, enter their NPI and click ‘Search’

Step 8. Select ‘Provider Type’

Step 9. If you do not wish to automatically populate the fields by your provider’s NPI, you can manually enter the Provider’s information, then click the ‘Add’ button

That was easy!

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