Need to capture a provider signature?
It’s easy. Just email the signature in any file format to firstname.lastname@example.org. When the signature is formatted and uploaded, daisyBill will send you a confirmation email.
But wait — it can be even easier! Follow the instructions below to add a rendering provider’s signature directly to daisyBill.
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 Rendering Provider lists for each Billing Provider.
Step 3. Click the ‘Rendering Providers’ card
A green ‘Checkmark’ icon in the lower right corner of the card indicates Rendering Providers have been added for the Billing Provider. A red ‘X’ icon indicates no Rendering Providers have been added.
Step 4. Click the ‘Rendering Provider’ name
To add a new Rendering Provider, see the Help Article: Rendering Providers.
Step 5. Click ‘Add’ and draw a signature with your mouse, then click the ‘Save’ button
Easy as pie!