Batch Management
Where to go?
1. Users will be able to export their charges under Documentation-> Batch Management
Using the Batch Management
Option 1: Get All Not Billed
1. If chosen, filters in the purple box will apply to the "Get All Not Billed" search results
2. Click "Get All Not Billed" will pull up all charges that have not been exported for both completed and not completed notes.
Option 2: Get Records
*All filters located in the red box will apply to the "Get Records" search results
A. Selecting a date range will generate your charges by the date of service for the specified dates.
B. Users are able to search for charges by an individual case or Insurance (Information is not required to search using "Get records")
C. Additional filters can be chosen for your search
Exporting Charges
1. Upon generating your report, notes that are marked as complete or ready for billing will automatically be checked for export.
Users may manually check and uncheck any of the "completed" or "ready for billing" notes to choose what gets exported
2. Once the users selects the charges, they can click the export button.
The system will automatically validate the charges before exporting
Users may manually check and uncheck any of the "completed" or "ready for billing" notes to choose what gets exported
2. Once the users selects the charges, they can click the export button.
The system will automatically validate the charges before exporting
Re-export Charges
*If there are charges that need to be re-exported, you may need to inform your biller before re-exporting,
1. Choose selected date range, as each charge is generated by the dos on the note.
2. Click Include "Already Exported"
3. Click "Get Records"
4. Find the note you would like to re-export and click unmark exported
5. Click Export
Video Guide
1. Choose selected date range, as each charge is generated by the dos on the note.
2. Click Include "Already Exported"
3. Click "Get Records"
4. Find the note you would like to re-export and click unmark exported
5. Click Export
Video Guide