Defining the Role Over Process

At the beginning of each month, after you have 1) entered any discharge dates for the previous month and 2) added any items for new patients in the previous month, go to Billing > Other > Roll Over Persistent Monthly Charges to copy the charges from the previous month to the first day of the current month for all active patients. The top of the screen will show the count of charges for the previous, current, and next month.

• Month to be copied forward: Type in the month (of charges) to be copied forward to the next month. It is important to make sure all discharged patients have been discharged in the system, to avoid those charges being copied forward.
• Program(s): Type in the program number(s) or leave blank to copy all.
• Clicking Copy Charges Forward will automatically copy the charges, and display how many charges were added.

Report Options

This page offers helpful reports to view charges and troubleshoot issues. Select the month to run for the reports. 

Use the 'Print Duplicated Charges' and 'Check Charges for Errors' to clean up issues. 

Additional Tips

Use the following article link to add, edit or remove entries: Add/Change/Delete Supply Charges. Adding entries typically needs to be done when new patients are added to the system and before rolling over charges. 

After the rollover is done, you will need to Post Charges To AR.

The billing is created and sent to NC Medicaid like usual. Click Bill Medicaid Claims for detailed instructions.