If any of the required patient demographic fields are missing, daisyBill assigns the designated user a Patient Failed Review task. A Bill with a Patient Failed Review task is in Incomplete status and cannot be submitted until the task is resolved.
When a bill requires additional work, daisyBill alerts you by assigning specific tasks. The daisyBill task system prevents bills from stalling and keeps things moving. Working through assigned tasks every day makes your life easier! Each task type has its own set of recommended actions.
To prevent denials, after you click Create Bill, daisyBill scrubs the bill for errors, including:
- Patient demographics
- Injury information
- Billed charges for date of service
To complete a Patient Failed Review task, go to the Patient page, review the error message and click Edit to make corrections.
Step 1. Review the errors, then click ‘Edit’
Remember, patient errors are found under Patient Information.
Step 2. Make the corrections, then click ‘Save Changes’
Step 3. Check for additional errors
Prior to submitting the bill, correct all errors. A red circle with an ‘X’ indicates the following:
- Next to the Patient name - a demographic error
- Next to the Injury description - an error in the injury information
- Next to the Bill - an error with date of service charges
A green circle with a check mark indicates all components are correct.
Note that Patient failed review tasks, like other tasks, appear in Bill History.