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

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 Closed.
  • The Chain link icon that is highlighted in green indicates that you are attached to this Batch.
  • If it is not highlighted, it is unlinked.
  • You can only be linked to one Reference Batch at a time.


Closing and Unlinking a Reference Batch

Close an Attached Reference Batch

  1. Select the Reference Batch number on the upper right.

  1. Close and Unattach: Select the Opened Green button.
  • The Green button will change to a Closed Red Button.
  • The Reference Batch will detach automatically, and the Chain icon disappears when the batch is CLOSED. 


Unattach a Reference Batch without Closing

  1. Select the Reference Batch number on the upper right.

  1. Select the Green Chain link.
  • The Chain link will no longer be highlighted.
  • The Reference Batch will be unattached but not Closed.


Close or Open an Unattached Reference Batch

  1. On the top right, select the Reference Batch link.

  1. On the Reference Batch, select the Green button to Close or the Red button to Open.
  • Close: The Green button will change to a Red button with the Status of Closed.
  • Open: The Red button will change to a Green button with the Status of Opened


 Archive a Reference Batch 
  A Closed Reference Batch can be Archived.

  1. Close the Reference Batch.
  2. Select the Reference Batch number.

  1. On the Add/Modify Reference Batch screen, choose Archived for Batch Status and Save.
  2. View the Archived Reference Batch by choosing Archived for Status in the Filter Criteria.


Find an Archived Reference Batch

  1. Select the Reference Batch link on the top right.

  1. On the Reference Batch List screen, choose Archived from the Status dropdown.

  1. A list of Archived Reference Batches will be listed on the Reference Batch List screen.


Add or Modify a Reference Batch

A Reference Batch can be added or modified on the Reference Batch List screen.



Learn More

Add/Modify a Reference Batch

Reference Batch Overview

Open, Close, Attach, and Detach Reference Batch

Reference Batch List and Details

Reconcile Reference Batch Receipts

Move an Encounter or Receipt

Validation Error: You must be attached to a reference batch...

Reference Batch System Settings



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