Reference Batch FAQs

Reference Batch FAQs

Access to Reference Batches by User and Role

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

User Access to Add, Modify, Close, or Change a Reference Batch  

In User Maintenance, you can set who has specific privileges for Reference Batch actions.

Close

How do I close a Reference Batch?

Incomplete Charges

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

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.

Receipt Date

How do I add a Received Date to the Reference Batch?

Add a Received Date to the Reference Batch

  • By default, the Received Date is populated by the Paid Date on the ERA File.

  • If you want the Received Date to be a different Date, there is a System Setting to allow the entry of a Received Date on the Reference Batch (ERARECEIVEDDATE) (Release 4.7)

Validation Error

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

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.

 


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