Post Batches Tab

The Post Batches screen is the last review of the batch contents before the A/R is posted to the patient’s record and the batch is sent for electronic billing. Post Batches holds all of the batch summary history for previously posted batches, which can be searched by clicking on Show/Hide Search Options. Users can also preview the claim or print a paper form for each patient claim in the batch prior to submitting the bill.

Batch History Filtering Search Options

1. Select or enter the search criteria desired to return results for historical posted and un-posted batches using:

● Office

● Payor

● Create User

● Submitted User

● Batch Date (filters for Bill Thru date)

● Show Submitted (if checked, will display filters for Submit From/Thru dates and will only return batches that have been submitted between the filtered dates.

2. Select . Claims with the selected search criteria will appear in the Select a Batch grid.

The breakdown of visit charges for each claim can be viewed in this screen as well. To view the charges:

1. Select a batch from the grid.

2. Highlight the patient claim from the grid.

3. Check the box next to Show Charges.

4. The charges will display in the Charges grid below the patient grid.

Deleting a Batch

A created batch can still be deleted at this point before the claims are posted. To delete a billing batch from Accounts | Billing | Post Batches:

1. Highlight the batch to be deleted in the Select a Batch grid.

2. Click to delete the selected batch.

Printing from Post Batches will allow users to print a paper copy of the UB04 or 1500 claim form without the “Preview” watermark. To print from the Post Batches tab:

1. Select the desired batch in the grid.

2. Select at the top-right.

3. Select the applicable print options.

UB92/UB04 Printing

Once a billing batch has been submitted, the UB92 or UB04 can be printed from Reports| Billing report category and choose the billing format for the Report Name.

To submit a billing batch and post the A/R in Accounts | Billing | Post Batches:

1. Highlight the billing batch to submit in the Select a Batch grid.

2. Select Submit Bill. The processing screen will display.

3. Once the bill has been submitted the Post Batches screen will display a message of “Bill posted to AR but NOT Ebilled”, “Bill Posted to AR and EBilled”, or “Bill Post to AR and partially EBilled”. The EBill status is determined by the Payor having Send Electronic 837 Bill checked in the payors/plans master file.

4. The Submit Bill button will not be available for selection once all batches have been submitted.

5. Proceed to firstREV Tab.

Once the batch has been posted, users can view a list of all charges for a particular batch range via the Billing Report located under the Reports menu.