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daisyBill makes it easy to view and add required information for each Provider associated with a Billing Provider.
Step 1. On the navigation bar, click ‘Settings’, then click the name of the Billing Provider you want to view or edit
This will navigate directly to Required Billing Settings for that Billing Provider.
Step 2. Click the ‘Providers’ tab
The total number of Providers will be listed next to the section. If no Providers have been added yet, the word ‘Missing’ will appear next to the Providers section.
Step 3. To edit a ‘Provider’, click the provider’s name, then click the ‘Edit’ button
When adding a new Provider they are automatically marked as Active. To deactivate a Provider and prevent it from being selected on new bills, click ‘Deactivate’ at the top of the page.
Step 4. To add a ‘Provider’, click the ‘Add Provider’ button
Step 5. Enter the provider’s information, then click the ‘Add Provider’ button
That was easy!