Institutional Billing - UB-04
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UB-04 Task Preferences

Last update
February 20, 2024

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 ‘Settings’, then click the name of the Billing Provider you want to view or edit

This will navigate directly to Billing Settings - Required for that Billing Provider.

Step 2. Click the ‘Custom Settings’ tab

Step 3. Click the ‘Bill Task Preferences’ card

Step 4. To edit a ‘Bill Task Preference’, click the ‘Edit’ button next to a Task

Step 5. 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

You can also assign an exception, including the Claims Administrator or Operating Provider.

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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