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 the Billing Provider Settings.
Step 2. Click ‘Bill Task Assignments’
Step 3. To make a ‘Bill Task Assignment’, click the ‘Assign’ button next to a task
To change an existing Bill Task Assignment, click ‘Edit’
Step 4. Select an ‘Assignment’ preference for each ‘Task Type’
The default state for all tasks is ‘Bill Creator’. Tasks can be assigned based on a Specific User, the Patient’s Last Name, an Injury State, a Claims Administrator, or an Operating Provider.
You can also assign an exception, including for 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!