All Collections
Dr.Bill Teams Delegation Form
Dr.Bill Teams Delegation Form

Are You Signing up for Dr.Bill as a Team, or with your Billing Agent/MOA?

Cassidy Tonkin avatar
Written by Cassidy Tonkin
Updated over a week ago

Did you know Dr.Bill offers a unique Team set up to allow for an authorized delegate to create and submit claims on behalf of a practicing physician?

Dr.Bill is constantly working to improve our overall security and privacy policies, with regard to both our physicians and their patients, as such, we have implemented a new policy to ensure we are respecting authorized delegate(s) utilizing our platform.

As of March 2022, Dr.Bill will require any team or individual physician sign up who will have a Billing Agent/MOA signing in to enter claims on their behalf to fill in a mandatory Delegation Form.

This form confirms that the physician is aware, and agrees to have a Delegated Person(s) create and submit claims, or contact our Billing and Support teams on their behalf.

Completing this form aids us in serving you better and confirms for us who is allowed to access, submit and interact with our Dr.Bill services.

When you have completed the form, please upload the form to us directly in your Dr. Bill account using our Secure Upload Tool:

- Access the "Files" item in your account menu in the top right corner.
 - It will take you to a page where you can upload the file.
 - Click "Choose File" to select the file, and then "Upload File" to upload it. Once the file has been uploaded, it should be visible in the table below.

If you have any questions or concerns regarding our new policy, or you'd like to chat about Teams, please don’t hesitate to contact us at

Happy Billing!

Did this answer your question?