Manually Batch and Upload Statements

Manually Batch and Upload Statements

Manually Batch Statements

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

    • Statements, or

    • Invoices.

  2. Batch All: Uncheck Batch All to access Filters allowing you to only Batch specific statements or invoices (by Provider, Facility etc.). If left as checked, all eligible statements and/or invoices will batch.

  3. Select Create Batch (F2).

  1. On the Statement Management Dashboard, you will see the Batch(es) that were created under Statements Batches To Be Sent/Processed. (Remember to Review the Statements before uploading.)

    • The Statements will split into separate Batches if there are more than 3,000 Statements. If you have more than one Statement Profile, the Statements will split per Profile.

    • If you have the Exception Batches feature enabled, the Statements will split into Clean and Exceptions Batches (See System Settings > Statements > EXCEPTIONSBATCH).

      • For 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 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 Batch number.

  2. From the Statements Batch Dashboard, select Upload.

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

  3. Popup display: You are about to upload Statements.

    • 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 Batch Upload and Recreation 

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

  • This prevents duplicate Statements from being sent.

  • A Statement Batch that has been uploaded cannot be deleted.

If the Statement Batch has not been uploaded, and you decide not to use that Statement Batch, delete it and create a new Statement Batch.

  • Make sure to delete the Exceptions batches as well.


Learn More

  1. Review the Statements

  2. System Settings

  3. Exceptions Batches

  4. Delete a Statement Batch




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