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UB-04 Referring Providers
Ensure billing accuracy by storing Referring Provider information in Manage Billing Providers.
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 Referring Provider lists for each Billing Provider.
Step 3. Click the ‘Custom Settings’ tab
Step 4. Click the ‘Referring Providers’ card
Step 5. To edit a ‘Referring Provider’, click the provider’s name, then click the ‘Edit’ button
When adding a new Referring Provider they are automatically marked as Active. To deactivate a Referring Provider and prevent it from being selected on new bills, click ‘No’.
Step 6. To add a ‘Referring Provider’, click the ‘Add Referring Provider’ button
Step 7. Enter the provider’s information, then click the ‘Add’ button
That was easy!