Closing Monthly Billing Activity

This section explains how to close monthly billing activity.

All claims are included in specific billing months. If you need a few extra days to process claims and payments, you can finish recording the payments during the first week of the following month. For example, if you cannot process carrier and patient payments that you received during January, you can finish recording them during the first week of February, and then close the month on February 9. When you run reports, all claims processed up to February 9 are included in the billing month of January. (One exception is payments with a deposit date of February on the check. Those payments are included in the February reports.)

AcuityLogic Billing has a Close Activity Month option on the Miscellaneous menu, but do not use this option.

Instead, Eyefinity recommends that you use the Monthly Close option in AcuityLogic BackOffice as described below.

To close monthly billing activity

  1. In AcuityLogic BackOffice (not AcuityLogic Billing), click Accounting, and select Monthly Close.
    Monthly activity must be closed for all offices at once. The Office field is not editable.
  2. In the Month & Year field, enter the month and year to close.
  3. On the right side of the Billing row in the table, click Close.
  4. In the confirmation message. click OK.

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