Institutional Billing (UB-04)
Manage Billing Providers

UB-04 Billing Templates

Last update
September 24, 2023

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 click the ‘Gear’ icon

This will navigate directly to the specified Billing Provider.

Alternatively, select Manage All Billing Providers to view all the Billing Providers associated with your account.

The Manage All 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 Charges for each Billing Provider.

Step 3. Click the ‘Billing Settings - Custom’ 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!

How did you like the article ?