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Version: 3.1

Advance the billing status of an account

Overview​

This flow describes how to move an account forward in the billing cycle. The billing status shows where the account is in the billing cycle. It is separate from the Active or Inactive status of the account.

Pre-requisites​

  • Someone created the account, and you advance the billing status of that account.
  • The account is Active.
  • The account is not in a closed billing status.
  • You have the permissions listed below.

Permissions​

PermissionAccess
Can Update AccountLets you change the billing status of an account. Facility Admin and Admin have this permission.

Steps​

1. Open the account​

Open the Account page for the account that you want to advance.

2. Find the Billing Lifecycle Stepper​

On the Account page, find the Billing Lifecycle Stepper. The stepper shows the current billing status of the account.

3. Move the account to the next billing status​

In the Billing Lifecycle Stepper, select the stage that you want to move the account to. The stepper shows these stages in order:

  1. Open
  2. Care Completed
  3. Billing

Note: You can move the account forward only. You cannot move the account back to an earlier stage.

Note: To move the account to a closed billing status, use Settle and close an account. The Billing Lifecycle Stepper does not close an account.

Expected Outcome​

  • The Billing Lifecycle Stepper shows the new billing status of the account.
  • The Account page shows the new billing status.

Concepts:

Flows: