How to Regenerate Statements to Include Variations from Previous Periods

This guide walks you through the process of recalculating a previous period to ensure any variations are correctly reflected in the subsequent statement period.

Keywords: statement regeneration, billing periods, recalculation, claims management, statement periods, funding adjustments, generate statement, finalize period, reopen period

1. Go to Actions > Claims Management > Statement Periods Management.

2. Identify the statement period you want to update (Example: December 2025). Then, determine the previous period that needs recalculation (Example: November 2025).

3. Click Re-open for the Statement Period for November 2025.

4. Click Finalize & Send Statement for November to trigger recalculation.

5. Go to the December period and click Re-calculate Funding on Period for December.

6. Click Generate Statement to generate the statement for December.

This topic walked you through how to recalculate a previous period so any variations are correctly reflected in the subsequent statement period. For more information about statement recalculations, contact the CareVision Support Team.

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