The decision must be made on what is to be done with the appointments before the first billing period. Either a lump sum can be set or you can divide the previous months into their own archived periods.
The billing period is a snapshot of the claims during that period of time. Once you have this set you can run reports on the claims during that period.
A Billing Period can either be open or closed. The Open Billing period must be immediately after the last closed Billing Period. When a Billing Period is Closed, a snapshot is created of the state of all claims where the date of service is between the start and end date of the Billing Period. Let’s say a claim was created in February with a DOS in January. This claim will not be included in the closed January period, however it will be included in the February period along with any adjustments on January claims.
After the snapshot of all of the claims are taken, the payments with a posted date previous to the Billing Period end date and are not yet assigned to a Billing Period are assigned to the Billing Period being closed. Any payments with a posted date after the Billing Period end date for a bill which was in the snapshot is removed from the paid amount of the bill. This is done to ensure that the bills paid amount is representative of what it was at the End of the Billing Period.
Access 1: Press ALT on your keyboard and type ‘Configure Billing’ then press Enter, the Manage Billing Periods window will now open.
Access 2: Click the Accuro logo on the bottom right hand corner and browse to Billing and then Configure Billing Periods.
Initially there will be nothing shown in the table as everyone starts with no Billing Periods.
When this plus sign icon is used 
a new row will be added to the table with the Period Start being automatically set to the day after the Period End of the previous Billing Period with a Status of Open.
To close a Billing Period click on the lock and check mark 
icon. You can chose to add notes to the billing period comment section as well.
- The Fiscal Year and Quarter columns are editable for clinics with a Fiscal Year which is not on the Calendar Year. It is important these are properly set as they are the basis for calculations in many of the Billing Period reports.
- While the Billing Period is Open, the Period End, Fiscal Year and Quarter may be modified. Once the Billing Period is Closed, the Period End will no longer be modifiable. Changing the Period End of a Billing Period will automatically adjust the Period Start of the Billing Period after it.
- Billing Controls