Manually Batch and Upload Statements

If you created a Test Statement and/or Invoice Batch, delete it before creating your first Statement or Invoice Batch to mail. Visit this link for documentation: Delete a Statement/Invoice Batch.

From Statements on the Left Side Menu, select Create Cycle Batch.

In the pop-up window, select from Batch dropdown:

Statements/Invoices: This selection will run both Statements and Invoices but in separate batches.
Statements: Runs Statements Only
Invoices: Runs Invoices Only

Batch All:

Uncheck Batch All to access Filters which allow you to only Batch specific Statements or Invoices (by Provider, Facility etc.)
Check Batch All: If left checked, all eligible Statements and/or Invoices will batch.

Select Create Batch (F2).

On the Statement/Invoice Management Dashboard, you will see the Batch(es) that were created under Batches To Be Sent/Processed.

Remember to Review the Statements/Invoices before uploading.

If there are more than 3,000 Statements/Invoices, the Statements/Invoices will split into separate Batches.
If you have more than one Statement/Invoice Profile, the Statements/Invoices will split per Profile.
If you have the Exception Batches feature enabled, the Statements/Invoices will split into Clean and Exceptions Batches (See System Settings > Statements > EXCEPTIONSBATCH).

Example: if a Patient has a credit balance on one Encounter and a balance on another, that statement will be split into an Exception batch.

The Clean Statement/Invoice Batch(es) can be uploaded.
The Exception Batches need to be worked.

Exceptions Batches

All Exception Batches should be worked. Select the link for documentation on Exceptions Batches .

Manually Upload Statements

***For Statements that are not uploaded to the Statement Department and are being printed in-house, follow these instructions: Print/Preview a Statement Batch Locally.***

Select the Statement/Invoice Batch number.
From the Statements/Invoice Batch Dashboard, select Upload.

If the Upload button is grayed out, you may be missing a return or remit address on the Statement/Invoice Profile.

Popup display: You are about to upload Statements/Invoices.

Select the OK button.

The next pop-up can be closed at any time.

The upload will continue in the background until it is complete.

Statement/Invoice Batch Upload and Re-creation

Once a Statement/Invoice Batch has been uploaded, it cannot be re-uploaded.

This prevents duplicate Statements/Invoices from being sent.
A Statement/Invoice Batch that has been uploaded cannot be deleted.

If the Statement/Invoice Batch has not been uploaded, and you decide not to use that Statement/Invoice Batch, it can be deleted.

Make sure to delete the Exceptions batches as well.
Create a new Statement/Invoice Batch.

Learn More