Reference Batch Report

Reference Batch Report

Reference Batch Report

  1. Select 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, choose Receipts or Charges. 
  • If there are only Receipts or Charges in the Reference Batch, the System will default to that.
  • Demographics cannot be used to run the Reference Batch Report.

  1. Select the Report button.

 


Reference Batch Report Outputs

The Report output changes depending on the Reference Batch Details (Receipts or Charges) that are selected (see Step 2 above). 

  • The Report Header will always show you which option you've selected.
  • The Header also shows the Batch ID and Batch Description.



Reference Batch Receipts Breakdown

Idea
The Escrow column can be used to identify items that have not been posted. 

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 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.

Reference Batch Charge Breakdown

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


Learn More

Reference Batch Overview

Add/Modify a Reference Batch

Open, Close, Attach, Detach, and Archive a Reference Batch

Move an Encounter (Charge) or Receipt to Another Reference Batch

Reconcile Reference Batch Receipts

Reference Batch List and Details



    • Related Articles

    • Reconcile Reference Batch Receipts

      Reconcile Reference Batch Receipts Reference Batches can be used to reconcile your receipts. Compare the Receipts column with the Payments column. The Receipts column represents the amount that was entered when the receipt was created, and the ...

    • Reference Batch System Settings

      Reference Batch ALLOWBATCHFUNC - Allow all batch posting functions by default Controls whether Reference Batches are created with all allowable functions selected automatically, or if the User needs to select the functions they want to be allowed ...

    • Daily Charges Report

      The Daily Charges Report is a detailed breakdown of each Patient's Charges for a day or a date range. This report can be run at the end of the day to capture your Charges, or it can be run for a different period to report Charges and Payments for the ...

    • Add/Modify a Reference Batch

      On the Reference Batch List screen, you can add a new Reference Batch by selecting Add or Modify a Reference Batch by selecting the Reference Batch number. Add a Reference Batch From the Reference Batch List page, click Add to create a new Reference ...

    • Open, Close, Attach, Detach, and Archive a Reference Batch

      You may not be able to see all Reference Batches depending on the User's Permissions. A Reference Batch remains OPENED until you change the Status button to CLOSED. When finished reviewing the charges and payments, the Reference Batch should be ...