Configure Billing Periods Wizard

A new Billing Period Wizard is available to users opening Billing Period Configuration for the very first time. If you already have Billing Periods in your clinic, then the wizard is not displayed.

The wizard guides users through setting up Billing Periods by asking the following questions:

• When should the first Billing Period start?
• When is your year end?
• What would you like to do with older appointments? Users can archive all before a specified date, create an extra Billing Period to catch all the older appointments.

Note: Billing Periods must be enabled by QHR Technologies to see this feature.

Billing Period Set-up Wizard

Use the Billing Period wizard to quickly and easily set-up your Billing Periods.

1. Click the Start button.
2. In the Search field displayed, type Billing Periods and select Configure Billing Periods from the list displayed.
3. Type in the Start Date. To display the calendar, double-click the date field.
   
4. Click Next.
5. Select your Fiscal Year and the Quarter.
   
6. Click Finish to save your changes.
   The Manage Billing Periods window is displayed. A default billing period is created, this is to catch all appointment that occurred before the date you selected for your billing period start date. This item has the text, "This is a default billing period that is catching all the bills before the start of billing periods" written in the Comment field.