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 Billing Settings’ tab
Step 4. Click the ‘Referring And Ordering Providers’ card
Step 5. To edit a ‘Referring Provider’, click the provider’s name, then click the ‘Edit Provider’ 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 and/or Ordering Provider, click the ‘Add Provider’ button
Step 7. Enter the provider’s information, then click the ‘Add’ button
That was easy!