Claim Batch History

Claim Batch History

The Claim Batch History screen shows a list of all Claim Batches that have been created.

  1. Select Claims on the Left Side Menu.
  2. In the Claim Submission Queue panel, select the Claim Batch History link.

Claim Batch History 1-2

  1. Filter Criteria: Use the filters to specify your search. The list can be filtered by:
  • Batch ID: The number created by the System when the Claims were batched.
  • Type: Type of Claim Batch, such as, Electronic, HCFA, etc.
  • Status: Select the Status of the Claims you want to pull.
  • User: Filter by the User who created the Claims Batch.
  • Errored Claims:
  • Include (default), Exclude, and Only
  • Archived:
  • Exclude (default), Include, and Only

Claims Batch History 3

  1. Select the Claims Batch Number to open the Claim Batch Dashboard screen.

Claims Batch History 4

  1. Select the Number in the Claims column to display the List of Claim Batch Items.

Claims Batch History 5

  1. Current Status: Shows the Status of the Status of the Batch, such as printed, created, uploading, and Clearinghouse processed.
  2. Current Errored Claims: Select the number in the Current Errored Claims column to view the errors.

Claim Batch History 6-7

  1. Error Descriptions
  2. Use the checkboxes to mark the Claims to change the Claim Status of one or more Claims.
  3. Use the Change Status button to Change the Claim Status.

Claim Batch History 8-10


Claim Batch Dashboard

From the Claim Batch History screen, select a Claims Batch Number to navigate to the Claims Batch Dashboard.


Actions Panel

  • View Batch Items link: Select to view the details of the Claims Batch.
  • Modify Batch Info link: Editable fields on the Batch Information screen are Type, Status, and Note.


Options for Uploading or Printing the Claims

The Options that display depend on the Type of Batch.

  • Upload Claims Button is used to upload Electronic Claim Batches manually.
  • Print on HCFA: Claims will print on a pre-printed HCFA form.
  • Print on Plain Paper: Claims can be printed on plain paper rather than a HCFA form.
  • Print EOBs: EOBs can be printed for Secondary and Tertiary Claims.
  • EOBs are created when ERAs (Electronic Remittance Advice) are Applied.
  • For Payments that were posted manually, the System creates an EOB.


Claim Batch Information

  • Total number of Claims in the batch
  • Total Amount: Total dollar amount of the Claims in the batch
  • Columns in the table:
  • Date/Time is tied to the Status History of the Claims Batch file.
  • Created: When the batch was created.
  • Uploading: When the Upload started
  • Accepted: When the Batch was accepted by the Clearinghouse.
  • Clearinghouse Processed: When the Clearinghouse processed the Claim Batch.

Claim Batch History Actions Panel


Claim Batch History Print Buttons

Summary By Insurance Panel

This panel shows the Insurances with associated Claims in this current batch run.

  • Insurance: Name of Insurance
  • Group: Billing Group
  • # Claims: Number of Claims for each Insurance
  • Amount: The Claims dollar amount for each Insurance

Summary by Insurance Panel


Run Log Panel

The Run Log displays information by Claim ID and then by Primary, Secondary, and Tertiary. (You may need to scroll to see the list.)

  • Multiple batches may appear for the following reasons:
  • Various Types, including Electronic, Electronic/Institutional, HCFA, and others
  • If the Claims are set up to run by Provider or Facility.
  • There may be Exception Batches that contain potential errors.
  • It shows the criteria that was used when the Batch was created.
  • Skipped Claims are logged with the balance of the Encounter.

Run Log Panel


List of Claim Batch Items

On the Claim Batch History screen, select the Number in the Claims column.

(Claims > Claim Batch History link > Claims Number)

List of Claim Batch Items Number of Claims

The Claim Batch Items screen lists each Encounter that is in the Claim Batch with the Current Status. The most items often displayed on this screen are:

  • CA: Clearinghouse Accepted
  • LE: Local Edit Error
  • Example: ERR Please identify why Medicare is secondary by updating the "Medicare Secondary Reason" drop-down on the insurance policy
  • IPOU: To be Uploaded Electronically
  • IPOP: To be Printed
  • EP01: Sent to Clearinghouse
  • PE: Payer Rejected
  • FP: Finalized Paid
  • CE: Clearinghouse Rejection
  • Example: A7:0 States must be 2 alphabetic characters If the Payer State exists (L) and the Payer Country is blank then the Payer State must be a valid U.S. state Payer State Or Province Code must have at least two characters Invalid ZIP code on Payer Loop. Bad ZIP 96813 If the Payer State (L) is not blank then it must be a valid (U.S. state, Canadian province, outlying area code)

List of Claim Batch Items Current Status


View Batch Items

Select the View Batch Items link on the Claims Batch Dashboard.

Modify Batch Info

The Batch Items that can be changed are:

  • Type: The Type of Claim can be changed, such as 02 (Electronic) to 01 (Paper)
  • Status: Change Status, such as Created to Not Printed
  • Note: Enter an Internal Note

Save the screen when finished.

Modify Batch Info



Internal Use Only: CANVIEWFILE

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