Claim Batch History
History of Claims Batches
The Claim Batch History screen shows a list of all Claim Batches that have been created.
- 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
- 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 Type, Status, 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
- Date, Time, 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
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