Institutional Billing (UB-04)
Manage Billing Providers

UB-04 Providers

Last update
September 24, 2023

daisyBill makes it easy to view and add required information for each Prescribing Provider associated with a Billing Provider.

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 ‘Providers’ card  

A green ‘Checkmark’ icon in the lower right corner of the card indicates Providers have been added for the Billing Provider.  A red ‘X’ icon indicates no Providers have been added.

Step 4. 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 No.

Step 5. To add a ‘Provider’, click the ‘Add Provider’ button

Step 6. Enter the provider’s information, then click the ‘Add’ button

That was easy!

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