Reference Batch FAQs

Reference Batch FAQs

Reference Batch  FAQs

 

Why am I getting this Validation Error: You must be attached to a Reference Batch?

  1. This Validation Error means you are not currently attached to an Open Reference Batch.

    • Another User might close a Reference Batch that you are using.

      • In the upper right corner, select the Reference Batch link.

      • Open and Attach to the Reference Batch.

  1. If you forgot to attach to a Reference Batch, you can Open and Attach to an existing Reference Batch or create a new Reference Batch and attach to it.

  2. If the Claim is already in another Reference Batch, it can be moved to the correct Reference Batch.

Why are my Incomplete Charges not attaching to a Reference Batch?

Why  are my Incomplete Charges not attaching to a Reference Batch?

  • The System Setting DETACHINC must be set to No for Incomplete Charges to attach to the Reference Batch.

How do I close a Reference Batch?

    • 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. When finished reviewing the charges and payments, the Reference Batch should be ...

    • Add/Modify a Reference Batch

      On the Reference Batch List screen, you can add or modify a Reference Batch. Add a Reference Batch From the Reference Batch List page, select Add to create a new Reference Batch. The Batch Status defaults to Opened. Add a Description for the items to ...

    • Move an Encounter (Charge) or Receipt to another Reference Batch

      Move Encounters, Receipts, and Payments to another Reference Batch If you posted Encounters, Receipts, or Payments in the wrong Reference Batch, they can be moved to the correct Reference Batch. Encounters and Receipts with Payments posted in the ...

    • Reference Batch Report

      Reference Batch Report Select 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 ...