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UB-04 Billing Templates

Speed things up! Submit Bills faster with Billing Templates, which automatically populate Bills 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 Billing Templates for each Billing Provider.

Step 3. Click the ‘Custom Settings’ tab

Step 4. Click the ‘Billing Templates’ card

Step 5. To edit or delete a ‘Billing Template’, click the template’s ‘Name’

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

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

Step 7. Enter the ‘Basic Information’ and ‘Service Line Items’ for the ‘Billing Template’, then click the ‘Add’ button

For Name, use a naming convention so that all staff can easily identify Billing Templates from a list.


That’s it – welcome to blazing fast billing!

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