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 modify 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 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


    • Related Articles

    • Reconcile Reference Batch Receipts

      Reconcile Reference Batch Receipts Reference Batches can be used to reconcile your receipts. Compare the Receipts column with the Payments column. The Receipts column represents the amount that was entered when the receipt was created, and the ...

    • 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. The Chain Symbol highlighted in green indicates that you are attached to this Batch. ...

    • Reference Batch Overview

      Basic Use of a Reference Batch Using Reference Batches provides a way to balance daily transactions and improve the auditing process. When you enter financial transactions, such as Charges, Payments, and Adjustments), you must be attached to a ...

    • Reference Batch Report

      Click on the Reference Batch link to access the Reference Batch List screen. On the Reference Batch Details screen, click the number link in the Items column to open the Reference Batch of your choice. From the Batch Details screen, select for ...

    • The Appointment Wait List

      The Appointment Wait List The Appointment Wait List: Allows the User to track Patients who wish to see a Provider sooner than when a Provider is currently available. Easily request preferred dates and times for Appointments in the future that you do ...