Manually Batch and Upload Statements

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.


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

  1. 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
  1. 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.
  1. Select Create Batch (F2).

  1. 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

  1. Select the Statement/Invoice Batch number.
  2. From the Statements/Invoice Batch Dashboard, select Upload.
  1. 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

    


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