Document Tasks
Document Tasks

Document Task: Match UR Decision

Last update
May 26, 2022

Uploading a UR Decision in DaisyBill is simple! Follow these steps to complete the Match UR Decision Task and you’lll be on your way in no time.

Step 1. Search for the patient by name

Step 2. Optional: Orient the document on the right side of your screen

This displays the entire PDF document on the right-hand side of your screen instead of at the top.  We suggest this viewing option if you’re working on a larger monitor that can accommodate such a display.

 

Step 3. Click ‘Select’ next to the corresponding RFA the UR Decision document is for

Protip: Click the eyeball icon next to quickly view the RFA to double check!

Step 4. That’s it!

The UR Decision Document is now associated with the RFA.

To enter the details of the UR decision, proceed to work the newly created UR Decision Received task. For a refresher, view the Help Article: RFA Task: UR Decision Received

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