Claim Batch History

Claim Batch History


History of Claims Batches

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

  1. Select the Claim Batch History link.

  • Filter Criteria: The screen can be filtered by:
  • Batch ID: This is the Claim Batch ID number.
  • Type: Type of Claim Batch, such as, Electronic, HCFA, etc.
  • Status
  • All
  • Created
  • Uploaded
  • Accepted
  • Clearinghouse Processed
  • Not Sent
  • Printed
  • User: Filter by the User who created the Claim Batch.
  • Errored Claims: Include (default), Exclude, and Only
  • Archived: Exclude (default), Include, and Only

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



Claim Batch Dashboard

From the Claim Batch History screen, you can 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.

Edit Batch Info link: Editable fields on the Batch Information screen are TypeStatus, and Note.


Upload Claims Button: Use to upload a Claims Batch manually.


Total number of Claims in the batch

  • Total Amount: Total dollar amount of the Claims in the batch
  • DateTime, and Status History of the Claims Batch file

      

Summary By Insurance Panel

This panel shows the Insurances that have Claims in this batch.

  • Name of Insurance
  • Group: Billing Group
  • Number of Claims
  • The total dollar amount of the Claims for the Insurance.


Run Log Panel


Internal Use Only: CANVIEWFILE


    • Related Articles

    • Claim History

      Claim/Encounter History On the Claim Status History screen, you can see Claim status progression from the beginning to the end. The oldest date defaults to the bottom of the list but can be resorted by clicking on the column title. On the Encounter ...
    • Claim Submission Queue

      Claim Submission Queue Clearinghouse Schedule for sending Claims to the Payers On most mornings, Claims that are Clearinghouse Accepted are batched and forwarded to the Payers at 10:00 AM. (This is not a guaranteed submission time.) If Claims batches ...
    • Manually Batch and Upload Electronic Claims

      Electronic Claims can be manually batched and uploaded. Ideally, you will want to use the Job Scheduler to create and upload your batches, but there will be instances where you will need to use the manual batch and upload method. Go to the Claims ...
    • Reprint a Claims Batch

      A Claims batch can be reprinted at any time. From Claims on the Left Side Menu, click the Claim Batch History link. Select the Claims Batch number link that you want to Print. Select Print on HCFA or Print on Plain Paper. Select the Open Claim File ...
    • Statement History/View Patient Statements & Notifications

      Statement/Invoice History Panel on the Guarantor Dashboard Statements > History > Guarantor number > Statements/Notification History Panel OR Patient Dashboard > Select the Guarantor's Name > Statement/Notification History A list of all Statements ...