Page History

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1. Click the Billing tab at the top of the page.
2. Click the Accounting Period tab in the left-hand navigation bar.
3. Select the year for which you want to display accounting periods. The page displays the existing accounting periods for the selected year.
4. Do one of the following:
   • Click Add to create a new accounting period. Select the year in which to create the accounting period.
   • Click Create to create up to 12 accounting periods for the selected year, from the last existing accounting period in the system to the current month. Select the year in which to create the accounting period.

Modify or Close an Accounting Period

Claims and payments are posted only to accounting periods in the Open status. You must close an accounting period before you export claims and payment data for the period from DrCloudERH to your general ledger system. If the accounting period remains open, the system might export unwanted transactions to your general ledger.

Note: After you close an accounting period, no new transactions can be posted to the period. In addition, all encounters created during the accounting period are also closed, and cannot be edited or updated.

1. Click the Billing tab at the top of the page.
2. Click the Accounting Period tab in the left-hand navigation bar.
3. Select the year for which you want to display accounting periods. The page displays the existing accounting periods for the selected year.
4. Click Edit in the Action column to change the name or status of an existing accounting period, to close an accounting period, or to re-open a closed accounting period. 

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