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Office Help Home

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Important: Any Billing Schedule applied to a Dependent Member will also show on the Primary Member’s account.

  

Schedule

1) Frequency - Select the frequency of the Billing Schedule (Monthly, Quarterly, Semi- Annual, Yearly, or Custom).

2) Start Month - Select the month the Billing will start.

 3) Amount - Enter the Amount to be billed.

 4) Notes -  Add any additional Notes to the Billing Schedule.

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4) Complete the General Information, and then navigate to each of the below tabs and enter all relevant information. It is recommended to enter information on these tabs in sequential order.

Please see the Tab Overview section of this document for further instructions on each tab. 

    • General Information

    • Schedule

    • Applying the Billing Schedule to Members

    • Custom Scheduling (if applicable)  

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