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RFA Templates: Add / Edit / Delete

RFA Templates get your authorizations done even faster.  RFA Templates automatically populate RFAs with predesignated Service Line Item information.

Step 1. On the navigation bar, click ‘Billing Providers’, then select ‘Manage Billing Providers’

The Manage Billing Providers feature is limited to users with the Role of Organization Admin.

Step 2. Click the ‘Billing Provider’ name

For DaisyBill accounts with multiple Billing Providers, DaisyBill maintains separate RFA Templates for each Billing Provider.

Step 3. Click the ‘Custom Settings’ tab

Customization allows Organization Admins to customize their Billing Providers with Task Preferences, Billing Templates, RFA Templates, Supporting Document Library, Bill Write Off Reasons, Second Review Reasons, Box 19 Reasons and Service Line Item Custom Charges.

Step 4. Click the ‘RFA Templates’ card

Step 5. To edit an ‘RFA Template’, click the template’s ‘Name’, make changes, then click the ‘Save Changes’ button

When adding a new RFA Template it is automatically marked as Active?. To deactivate an RFA Template and prevent it from being selected on new bills, click ‘No’.

Step 6. To add a new ‘RFA Template’, click the ‘Add RFA Template’ button

Step 7. Enter the ‘Basic Information’ and ‘Treatments’ for the ‘RFA Template’, then click the ‘Add’ button

Create a naming convention so that all staff can easily identify RFA Templates in a list.

Additional Procedure Code lines automatically populate. To remove a line from the RFA Template, click the ‘Trashcan’ icon.

That’s a lot of saved time!

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