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UB-04 Task Preferences

By default, DaisyBill assigns bill tasks to the staff member who created the bill. But if that’s not efficient for you, Organization Admins can use Task Preferences to change the default assignment preferences.

This lets you delegate task types to a specific staff member.

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 Task Preferences for each Billing Provider.

Step 3. Click the ‘Custom Settings’ tab

Step 4. Click the ‘Task Preferences’ card

Step 5. To edit a ‘Task Preference’, click the ‘Edit’ button

Step 6. Select an ‘Assignment’ preference for each ‘Task Type’

The default state for all tasks is ‘Bill Creator’.

  1. Bill Creator - assigns all future Tasks of that type to the user who created the Bill
  2. User - assigns all future Tasks of that type to a specific user

Note: Credit for task completion is given to the user who completed the task, regardless of the assigned user.

Delegation done!

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