When to close a Period
AmkaiOffice provides you the option to keep two billing periods open at any time. Before making a decision on when to close an existing period or open a new billing period, it is important to understand that some of the reports in the system are real-time reports and are not able to be run as of a specified date. Once you post a debit or credit to an account, some reports in the system will immediately be affected by that posting.
The following are examples of reports that do not offer the option to run as of a selected date and will reflect billing activity as it is posted:
If you wish to include these reports as part of your month end reconciliation process, do not open a new billing period until the current period has been closed and all reports have been run.
For more information about periods and batches, click here.
To close a Period
Note: When a period is closed, the date and user who closed the period are recorded. The system will also display the A/R Change based on the debit and credit transactions associated to the billing period. If a period is created in error or goes unused, the period can be deleted. Only periods that have had no batches created in them and are still open can be deleted.
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