Tasks
Tasks

Tasks Page Explained

Last update
February 7, 2023

Tasks are your guide to getting bills sent, paid, and closed.

Tasks represent Bills that require attention. But don’t worry -- daisyBill tells you exactly what to do.  

The Tasks Page lets you manage Tasks in the following ways:

A. To filter Tasks, select a ‘Filter’

B. To clear a Filter, click ‘x’

C. To sort Tasks, click the column heading

D. To navigate to a Bill, click the ‘Bill ID’ link

E. To populate your Task Side Bar, click ‘Work Tasks’

F. To bulk update Tasks, click ‘Bulk Update Tasks’ (Administrators only)

G. To clear the task selection. click 'Clear Selection'

On the navigation bar, click ‘Tasks’

Tasks are divided into Bill Tasks, Appeal Tasks, and RFA Tasks.

By default My Tasks, meaning all tasks assigned to you, are displayed.

Click the All Tasks tab to view all tasks for your Organization regardless of assigned user.



A. To filter Tasks, select a ‘Filter’

Use more than one Filter to maximize efficiency.

B. To clear a Filter, click ‘x’ next to the selected filter

C. To filter by Task Due Date, check the box(es) next to the due dates - Past, Present, and Future

C. To sort Tasks, click the column heading

  • For ascending order, click once.
  • For descending order, click twice.

D. To navigate to a Bill, click the ‘Bill ID’ link

The Bill opens in a new tab.

E. To populate your Task Side Bar, click ‘Work Tasks’

The Task Side Bar populates with Tasks in the order they are sorted and/or filtered. For more information, see the Help Article: Task Side Bar Explained.

F. To bulk update Tasks, click ‘Bulk Update Tasks’ (Administrators only)

Bulk Update Tasks allows Administrators to change task Due Dates or Assigned Users for multiple tasks at once. For more information, see the Help Article: Bulk Update Tasks.

G. To clear the task selection, click 'Clear Selection'

For more information on completing each task, see these Help Articles:

Task: Patient Failed Review

Task: Injury Failed Review

Task: Bill Failed Review

Task: Document Required

Task: Send Bill

Task: No Response

Task: EOR Missing

Task: Payment EOR Posted

Task: Deposit Payment

Task: Denial EOR Posted

Task: Send Second Review

Task: Payment EOR Posted - Second Review

Task: Denial EOR Posted - Second Review

Task: Send IBR

Task: Payment EOR Posted - IBR

Task: Denial EOR Posted - IBR

Task: Rejected Bill

Task: Lien Required

Now go forth and complete some Tasks!

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