daisyBill technology monitors all bills as they progress through each Status of their Payment Cycle. When a bill requires attention, daisyBill assigns a Bill Task that your team needs to complete to move the Bill forward in its Payment Cycle.
daisyBill assigns each Bill Task to the team member your Account Administrator has designated as responsible for completing it.
Your Bill Tasks Page lists all Bill Tasks assigned to you, so you always know which Bills to work on next!
How to Navigate to Your Bill Tasks Page
Step 1a. From the Home Screen, click the blue Bill Tasks button
Step 1b. (Alternative) From the navigation bar, click ‘Tasks’
Step 2. In the dropdown menu, under Your Bill Tasks, click ‘Bill Tasks’
Here’s how your Bill Tasks Page works:
A. Bill Status
daisyBill organizes the Bill Tasks assigned to you by Bill Status, so you always know where each Task occurs in the Payment Cycle.
B. Task Counts
Under each Bill Status, your Bill Tasks Page lists the Tasks you need to complete and the total count of bills with each Task.
Click any Task Count to navigate to a list of bills with that Task.
C. Task grouping
daisyBill groups Bill Tasks by the bills' Dates of Service, except for Processed bills.
daisyBill groups Processed Bills by Explanation (EOR) Post Date.
D. Task Filters
Task Filters allow you to customize the Tasks displayed on the page. You can filter Tasks by:
- Claims Administrator
- Billing Provider
- Task Due Date
- Injury State (for accounts that submit bills in multiple states)
E. Videos and Help Articles
Clicking the camera or ‘i’ icon next to a Bill Status or Task opens a short video or Help Article explaining that Status or Task.
That covers everything on your Bill Tasks Page – you’ve got this!