Batch Claims using the Job Scheduler

Batch Claims using the Job Scheduler

The Batch Claims Job is recommended after a clinic has manually uploaded several claims batches. This allows you to understand working clearinghouse and payer rejections and manually uploading claims.


Create a Job to run Batch Claims

  1. From the Admin Dashboard, click Job Scheduler.


 

  1. Click Add.

  1. From the Run Function dropdown list, select Batch Claims.
  2. Select the Upload after batching checkbox.
  3. Criteria: Use the Filters as needed.
  4. Pattern: Select the job recurrence. Choose how often you want the job to run.
  • Twice a day is recommended which would require the creation of 2 jobs. Create one job to run mid morning and the other job to run after the workday.
  • Claims that are in open Reference Batches will not be batched.
  • Daily
  • Weekly
  • Monthly
  • Yearly
  1. Recur every: Choose how often you want the job to run. Choose 1 for everyday.
  2. Select a Start Date.
  3. Select Time.
  4. Select No End Date.
  5. Click Save [F2].

Print Batches created by the Job Scheduler

Some paper claims will be created by the job which must be locally printed and mailed. Even if the clearinghouse is processing your primary paper claims, some secondary/tertiary paper claims (that do not allow electronic filing) will need to be printed.


Troubleshoot a Failed Claims Batch Job

After a Claims Batch Job has failed, a reason will be listed for the failed Job.

  • Claims that could not be batched can be seen in the Claims Submission Queue.
  • In the Encounter by Status panel, the Claims will remain in Ready for Resubmission (IP04) status.
  • The Claims can be manually batched and uploaded.

PIN to the Home Dashboard

On the Claims Management Dashboard, use the Push Pin to display the Claim Batches to be Sent/Printed panel to the Home Dashboard. This will be a visible alert that Batches need to be printed.


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