DaisyAcademy

Account Setup Interview

For: Org Admins
Time: 20-30 minutes

Kick-off call to determine your organization's requirements.

What to bring: Completed Cognito forms and your questions.

Success Training #1

For: Org Admins
Time: 60 minutesminutes

DaisyBill Success Training #1 shows you all of the functionality that only Administrators can access.

What to do: Let other Administrators know about this important Success Training so they can join too.

Success Training #2

For: Bill Entry Staff
Time: 60 minutes

Master the DaisyBill navigation bar and learn how to create new patients and injuries and submit bills.

What to do: Watch the videos, enter some patients, injuries and even submit bills if you're ready! Gather questions for your Check-in call.

Check-in Call #1

Time: 20-30 minutes

What to bring: Examples of your questions!

Success Training #3

For: Bill Payment and Collections Staff
Time: 90 minutes

The fun stuff – everything you need to know about bill payment and EOR posting in DaisyBill.

What to do: Bring any paper EORs for bills submitted through DaisyBill, and enter some patients, injuries and even submit bills if you're ready!

Success Training #4

For: Reporting team and follow-up staff.
Time: 30 minutes

Learn how to create and use custom reports to get the most out of DaisyBill. Learn how the No Response task helps with follow-up.

What to do: Watch the videos!

Check-in Call #2

Time: 20-30 minutes

What to bring: Examples of your questions!

Bonus Success Training: Requests for Authorization (RFA)

Time: 25 minutes

How to create, submit, and manage Requests for Authorization.

What to bring: Nothing! Play, pause and rewind as you need!

Getting Started

Success Training Guide