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 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 ‘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!

Was this article helpful?

Search results for: