Setup New Referred Care Fiscal Year

Follow these steps to setup a new school year/fiscal year in the Referred Care billing module:

  1. Click on the Billing portal.

  2. Select Referred Care under the Payment Posting menu.

  3. Click on the Settings Gear icon.

  4. Select the Setup menu option.

  5. Choose the Financial setup option.

  6. 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).

  7. Press the Save button.