Interim Batch Creation Overview - PM

Create and manage billing batches.

The batch is used by billing forms to generate a bill for clients whose interim billing cycle has been reached.
Interim billing cycles are determined by the Number Of Days For Interim Billing field (Guarantor Selection section, financial eligibility forms).

Possible Interim Batch Billing Sequence

Interim batch billing can be accomplished with the following procedures:

Close charges - Close Charges form
Update liability - Liability Update form
Create the interim billing batch file - Create Interim Billing Batch File form
Review the interim billing batch - Create Interim Billing Batch File form
Make changes, if necessary - Edit Interim Billing Batch File form
Update liability - Close Charges form
Create a new interim billing batch file - Create Interim Billing Batch File form
Edit the interim batch file (if required) - Edit Interim Billing Batch File form
Create claim - Bill Production form

Note: Editing the batch file is not required for bill production. Batches must be edited before the bill is produced.