How to Roll Over Funding Sources for a New Quarter

How to Roll Over Funding Sources for a New Quarter

This topic describes how to roll over funding sources to generate funding for the next quarter.
Keywords: rollover funding sources, funding source generation, quarterly funding rollover, carevision funding, statement period management, client funding balance, new quarter setup

1. Go to Actions > Claims Management and open the Statement Periods Management section. This is where finalized claims are grouped into periods.
2. Locate the last period of the quarter (March, June, September, or December), as the rollover option is only available for these periods.
3. Under the Actions column click the three dots.
4. Select Rollover Funding Source. This can be clicked regardless of the period status, whether it is Open or Closed.
5. Click Yes to confirm and generate funding sources for the next quarter.

What happens after rollover:
New client funding sources are created for the next quarter. You can then review the funding sources or perform a requote if there are changes in client's care plan.

Who can perform this action:
Users with the following roles: Super User II, Concierge, Patient Admin, Patient Admin (Filtered), Customer Care (Circle), Patient Admin (Filtered Departments & Regions – Circle), Finance Administration (Circle), Concierge (Circle).

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