Reference Batch Report

Reference Batch Report

  1. Click on the Reference Batch link to access the Reference Batch List screen. On the Reference Batch Details screen, click the number link in the Items column to open the Reference Batch of your choice.



  1. From the Batch Details screen, select for Receipts or Charges. If there are only Receipts or Charges in the Reference Batch, the System will default to that.

  2. Click the Report button.

 

Reference Batch Charge Breakdown

The Reference Batch Charge Breakdown shows the Total Charge count and amount on the last page.

Reference Batch Receipts Breakdown

The Reference Batch Receipts Breakdown shows:

  • Receipts in this Batch

  • Payments in this Batch from Receipts in this Batch

  • Payments posted in this Batch from Receipts outside this Batch

  • Deleted Receipts in this Batch

  • Totals

The Escrow column can be used to identify items that have not been posted. The Totals panel shows a breakdown of:

  • Receipts

  • Disbursed Receipts

  • Payments Applied Outside of the Batch

  • Escrow

  • Payments from Receipts Outside of this Batch

  • Patient and Insurance Receipts by Check, Cash, Card, and Refunds.

    • If a Credit Card Payment was entered but not Processed it will show as Requested, not Processed.


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