Search results for:

UB-04 Documents

Documents makes it easy to add Supporting Documents to a Bill.

Documents stores common supporting documents like W-9s, testing standards, or IBR decisions for easy copying to a Bill. For more information about searching for IBR Decisions, see the Help Article: IBR Decisions Page Explained.

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 Documents for each Billing Provider.

Step 3. Click the ‘Custom Settings’ tab

Step 4. Click the ‘Documents’ card

Step 5. Click the ‘Add Document’ button

Step 6. Enter the ‘Document Description’ and upload the document, then click the ‘Add’ button

Create a naming convention which allows easy identification of the Documents stored in your library.

The default Report Type is OZ-Support Data for Bill. In the Report Type drop-down list, select the most accurate Report Type.

Step 7. To delete a document from the ‘Supporting Document Library’, click its ‘File Name’, then click the ‘Delete’ button

No more hunting for documents!

Was this article helpful?