Follow these steps to setup a new school year/fiscal year in the Referred Care billing module:
- Click on the Billing portal.
- Select Referred Care under the Payment Posting menu.
- Click on the Settings Gear icon.
- Select the Setup menu option.
- Choose the Financial setup option.
- Setup your Fiscal Year, Starting Date, Initial Budget and Referred Care Portal Type (Purchased and Referred Care for Indian Health Services or Preschool Billing for NYSED Preschool Billing).
- Press the Save button.