Tasks are your guide to getting bills sent, paid, and closed.
Tasks represent Bills and/or RFAs that require attention. But don’t worry -- daisyBill tells you exactly what to do.
You can manage Tasks in the following ways:
A. On the navigation bar, click ‘Tasks’
B. Select a task type to load the task menu screen.
C. To filter Tasks assigned to you, select one or more Filters
D. To apply a Filter, toggle the checkbox
E. To clear all filters, click the ‘Clear Filters’ button.
F. To view task options, click the number under the column heading
G. To view the task options for a given task, click the number under the corresponding bucket
I. To change the User assigned to the task, click ‘Change Task User’ (Administrators only)
J. To change the task’s Due Date ‘Change Task Due Date’ (Administrators only)
A. On the navigation bar, click ‘Tasks’
Tasks are divided into Bill Tasks, RFA Tasks, and Document Tasks. Your Organization may not have all three task types.
User Tasks
Tasks assigned to your user are displayed at the top of the list.
Account Tasks
Click a Task type under Account Tasks tab to view all tasks for your Organization regardless of assigned user.
B. Select a task type to load the task menu screen.
C. To filter Tasks assigned to you, select one or more Filters
Tasks can be filtered by Claims Administrator, Billing Provider Name (if more than one BIlling Provider in account) and Due Date. Use more than one Filter to maximize efficiency.
D. To apply a Filter, toggle the checkbox
E. To clear all filters, click the ‘Clear Filters’ button.
F. To view task options, click the number under the column heading
The Task Sidebar populates with Tasks assigned to you in the order they are sorted and/or filtered. For more information, see the Help Article: Task Side Bar Explained.
G. To view the task options for a given task, click the number under the corresponding bucket
This will open a list containing the options available for that task.
H. To view the bills with the assigned task, click the number under the corresponding bucket and click ‘View Task List’
This will open a list containing all the bills in your account that currently have the provided task assigned. In this example, we are viewing all bills that have an Injury Error task with a DOS from 61-90 days ago.
I. To change the User assigned to the task, click ‘Change Task User’ (Administrators only)
For more information, see the Help Article: Batch Update Tasks.
J. To change the task’s Due Date ‘Change Task Due Date’ (Administrators only)
For more information, see the Help Article: Batch Update Tasks.
For more information on completing each task, see these Help Articles:
Task: Payment EOR Posted - Second Review
Task: Denial EOR Posted - Second Review
Task: Payment EOR Posted - IBR
Now go forth and complete some Tasks!