The Bill History tracks and displays a Bill's complete history, including submissions, reimbursements, Bill Tasks, and notes. It also serves as verifiable proof that the payer received the bill.
On the Bill page, click the Bill History tab to navigate to the Bill History.
Click the applicable link below to learn about the key icons and features on the Bill History:
E. ‘Parallel Arrows’ icon - e-Bills
F. ‘Parallel Arrows’ icon - Faxed Bills
A. Bill creation date
To view the Bill creation date, review the first entry on the Bill History page.
B. Bill ‘Task’
Click ‘Task’ to view ‘Task’ details, including the Task history and associated Notes, click ‘Task’.
- The Bill History displays the Task Assignment Date under the Task.
- For incomplete Tasks, the Bill History shows the Due date.
- For completed Tasks, the Bill History shows the Completed date.
For more information on Bill Tasks, see the Help Articles:
Bill Tasks
View / Edit Task
C. ‘+ Add Note’
To add a Note to the Bill History, click ‘+ Add Note’. Once added, you can edit Notes within one hour of creating them. Click the Note to view it.
For more information, see the Help Article: Add Note.
D. Bill submission
To view the Bill submission details, click the submission highlighted in blue.
daisyBill displays the following submission details:
- Submission method
- Links to submitted Supporting Documents
- Compliance Due Dates
E. ‘Parallel Arrows’ icon - e-Bills
Click the ‘Parallel Arrows’ icon to view and track electronic Bill receipt status.
Note: For Bills submitted electronically, the California Division of Workers’ Comp requires the Claims Administrator to electronically acknowledge acceptance of the Bill.
F. ‘Parallel Arrows’ icon - Faxed Bills
Click the ‘Parallel Arrows’ icon to view and track faxed Bill receipt status. daisyBill retains all fax receipts for Bills submitted via fax.
G. ‘$’ icon
Click ‘$’ icon to view reimbursement details.
H. ‘Arrow’ icon
Click the ‘Arrow icon to view details of a ‘Forward Bill Submission’. For more information, see the Help Article: Forward Bill Submission.
J. ‘Scale’ icon
Click the ‘Scale’ icon to view ‘Audit Complaint’ details. For more information, see the Help Article: Create Audit Complaint.
K. ‘Currency’ icon
Click the ‘Currency’ icon to view the Bill Write Off details. The Bill History records each instance when a Bill is Closed or Opened.
When a bill is marked Closed, daisyBill displays the Write Off amount and the Write Off Reason (if available).
When a Closed bill is reopened, daisyBill displays the Balance Due amount.
Let’s get back to billing!