Reference Batch List and Details
Reference Batch List
- Select the Items number to review the items in a Reference Batch.
- The green highlight of the Chain Link indicates that you are linked to that Reference Batch.
- A Reference Batch can be Open, but not linked.
- Select the Batch number to make changes to the Reference Batch.
- A Closed Reference Batch no longer has the Chain Link.
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Reference Batch Details Screen
Select the Items number to see the Reference Details.
- 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.
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- Payments and Receipts: On the Batch Details screen, view and modify Receipts by clicking the Receipt number.
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- 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.
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View or Modify 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