Cycle Billing > Table Maintenance > Cycle Billing Table > Creating or Editing a Billing Cycle

To create a new billing cycle, select New from the Cycle Billing Patient Type List screen. To modify an existing billing cycle, select the billing cycle and choose Edit. The billing cycle may then be configured using the available fields and options.

1.Enter a Description for the billing cycle.

2.Select the desired Cycle Type.

▪None - Generates claims based on Certification Dates only. Select when billing cycles should not be based on End of Month, Number of Days, or Weekly cycle types. This option is commonly used when billing is driven by Pre-Certification dates.

▪End of Month - Generates claims on the last day of each month.

▪Number of Days - Generates claims based on the specified number of days.

▪Weekly - Generates claims weekly on the selected day.

3.If applicable, select Use Cert End Date. This option determines whether claim generation is based on the Pre-Certification End Date entered in the Pay Source Table. This option may be used independently or in combination with another Cycle Type.

Example 1: If Use Cert End Date is selected and Cycle Type is set to None, claims generate using the Pre-Certification From and To Dates.

For example:

▪Pre-Certification From Date: 06/01/25

▪Pre-Certification To Date: 06/15/25

One claim is generated for the certification period beginning 06/01/25 and ending 06/15/25.

NOTE: Billing cycles configured with Use Cert End Date and Cycle Type = None may contain multiple entries in the Pay Source Table. Pre-Certification date ranges should not overlap. When multiple entries exist, each entry generates independently as soon as it meets Cycle Billing claim generation criteria.

Example 2: If Use Cert End Date is selected and another Cycle Type is also selected, claims generate according to the selected cycle frequency. Claim generation stops when the Pre-Certification To Date becomes less than or equal to the calculated Next Cycle End Date.

For example:

▪Pre-Certification To Date: 06/10/25

▪Next Cycle End Date: 06/13/25

No claim is generated because the certification period expired before the billing period ended.

4.Select the appropriate Stay Type(s).

5.Select the appropriate Financial Classes. This section identifies which Financial Classes will use the billing cycle.

▪Select All if all Financial Classes should be associated with the billing cycle.

▪Select Edit Financial Classes to assign specific Financial Classes to the billing cycle. The following options are available on the action bar of the Edit Financial Classes screen:

•Back Arrow: Returns to the Cycle Billing Patient Type Edit screen.

•Add to Selected: Adds the selected Financial Class from the Search list to the Selected list. A Financial Class may also be added by double-clicking the code in the Search list.

•Clear All Selected: Removes all Financial Classes from the Selected list.

•Remove: Removes the selected Financial Class from the Selected list. A Financial Class may also be removed by double-clicking the code in the Selected list.

•Continue: Saves the selected Financial Classes and returns to the Cycle Billing Patient Type Edit screen.

6.Select the appropriate Sub Types. This section identifies which Sub Types will use the billing cycle.

▪Select All if all Sub Types should be associated with the billing cycle.

▪Select Edit Sub Types to assign specific Sub Types to the billing cycle. The following options are available on the action bar of the Edit Sub Type screen:

•Back Arrow: Returns to the Cycle Billing Patient Type Edit screen.

•Add to Selected: Adds the selected Sub Type from the Search list to the Selected list. A Sub Type may also be added by double-clicking the code in the Search list.

•Clear All Selected: Removes all Sub Type from the Selected list.

•Remove: Removes the selected Sub Type from the Selected list. A Sub Type may also be removed by double-clicking the code in the Selected list.

•Continue: Saves the selected Sub Types and returns to the Cycle Billing Patient Type Edit screen.

7.Select the appropriate Service Code. This section identifies which Service Codes will use the billing cycle.

▪Select All if all Service Codes should be associated with the billing cycle.

▪Select Edit Service Codes to assign specific Service Codes to the billing cycle. The following options are available on the action bar of the Edit Service Codes screen:

•Back Arrow: Returns to the Cycle Billing Patient Type Edit screen.

•Add to Selected: Adds the selected Service Codes from the Search list to the Selected list. A Service Codes may also be added by double-clicking the code in the Search list.

•Clear All Selected: Removes all Service Codes from the Selected list.

•Remove: Removes the selected Service Codes from the Selected list. A Service Codes may also be removed by double-clicking the code in the Selected list.

•Continue: Saves the selected Service Codes and returns to the Cycle Billing Patient Type Edit screen.

NOTE: The Financial Class, Sub Type, and Service Code sections must be completed before the billing cycle can be saved. Either the All option must be selected or specific codes must be assigned using the Edit functions.

8.Prior to saving a billing cycle, select Check for Duplicates. No billing cycle may have the same combination of Financial Class, Stay Type, Sub Type and Service Code.

The system evaluates the billing cycle configuration for duplicate combinations of:

▪Financial Class

▪Stay Type

▪Sub Type

▪Service Code

If no duplicates exist, the message "No Duplicates Found" displays.

If duplicate entries exist, they must be corrected before the billing cycle can be saved.

For example:

Billing Cycle 1

▪Stay Type: 1

▪Financial Class: M

▪Sub Type: 01

▪Service Code: P

Billing Cycle 2

▪Stay Type: 1

▪Financial Class: M

▪Sub Type: 01

▪Service Code: ALL

This configuration creates a duplicate because Service Code P is included within ALL.

9.If no duplicate entries are identified, select Save to add the billing cycle to the Cycle Billing Table.

▪Select Delete to remove the billing cycle from the Cycle Billing Table.

▪Select Back Arrow to return to the Cycle Billing Patient Type List screen.