Reference Batch List and Details

Reference Batch List and Details


Reference Batch List and Details

Reference Batch List

  1. Select the Items number to review the items in a Reference Batch.
  2. The green highlight of the Chain Link indicates that you are linked to that Reference Batch.
  3. A Reference Batch can be Open, but not linked.
  4. Select the Batch number to make changes to the Reference Batch.
  5. A Closed Reference Batch no longer has the Chain Link.



Reference Batch Details Screen

Select the Items number to see the Reference Details.

  • Charges: 
  • Select the Items number to open the Batch Details screen for Charges.
  • Select the plus symbol to expand each Encounter for more details.
  • Select the Encounter number to navigate to the Encounter Dashboard.


  • Payments and Receipts: On the Batch Details screen, view and edit Receipts by clicking the Receipt number.



  • If the Month End Close is performed, the Reference Batches in that period of time will have a lock on them. The items can be viewed but not changed and cannot be re-opened.



View or Edit Reference Batch Criteria

On the Reference Batch List, click the Batch number link. See Add and Modify a Reference Batch


Move items from one Reference Batch to another Reference Batch

For additional information see: Move an Encounter or Receipt


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