Posting a Batch

To view the breakdown of visit charges for each claim:

1.    Click on a batch under Select a Batch.

2.    Highlight the patient claim under Claim Summary for Selected Batch.

3.    Click the Show Charges check box. Enterprise Edition displays the charges under Charges at the bottom of the Post Batches tab.

 

To search for historical posted and un-posted batches

1.    Click the Show/Hide Search Options link and select your filtering criteria.

2.    Click  . Enterprise Edition displays claims matching your search criteria under Select a Batch.

 

When you want to print a paper copy of the UB04 or 1500 claim form without the Preview watermark, you can print from the Post Batches tab:

1.    Click on a batch under Select a Batch.

2.    Click Print.

3.    Depending on what type of browser you use, you may see a message asking if you want to open or save the file. If you select the save option, the system prompts you to select a location where you want to save and name the file.

4.    Click Open.

The print functionality opens the claim form in Acrobat (PDF) format. Some browsers, such as Google Chrome, Firefox, and so on, may automatically download the PDF to your downloads folder. You must open the PDF before sending the claim form to a printer.

5.    When the PDF opens, click  .

6.    Ensure the printer Name is the printer where you want to send the claim form, adjust any additional parameters necessary in the Print window, and click OK.

 

1.    Highlight a batch under Select a Batch.

2.    Click Delete.

3.    When prompted with Are you sure you want to delete this batch? If yes, click OK, click OK to delete the batch.

 

1.    Under Select a Batch, highlight the billing batch you want to submit.

2.    Click Submit Bill.

3.    When the system finishes processing and submitting the bill, you will see one of the following messages on the Post Batches tab:

●     Bill posted to AR but NOT EBilled

●     Bill Posted to AR and EBilled

●     Bill Post to AR and partially EBilled

The system determines the EBill status by looking at the Send Electronic 837 Bill check box for the payor in the Payors/Plans Master file.

 After submitting all batches, the Submit Bill button is no longer available.