Reference Batch FAQs

Reference Batch FAQs

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.

 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.

 Close

How do I close a Reference Batch?

Close a 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)

 

    • Related Articles

    • ERA FAQs

      ERA FAQs Archived ERAs How do I Archive ERAs? Archive ERAs Update an ERA's File Status Where do I find Archived ERAs? Find Archived ERAs Status Claim Type Why does the ERA Claim Type say it is Processed as Tertiary when the Patient only has a Primary ...

    • Reporting FAQs

      Reporting FAQs A/R (Account Receivables) How do I work my A/R? Work your A/R Contains vs Includes What is the difference between Contains and Includes when Filtering? Contains vs Includes in Filter Criteria Contains: Looks at any part of the value. ...

    • Charge/Claim FAQs

      Charge/Claim FAQs Attachments How do I indicate there is attached paperwork? Attached Paperwork Attending Physician What is an Attending Physician? Attending Physician An Attending Physician is the one who is responsible for the overall care of a ...

    • Payments Dashboard

      Payments Dashboard Post Payment, Adjustments, and Refunds Panel Payments, Receipts, and Escrow Overview Post Payments Post Adjustments Patient Refunds Print Refund Checks Receipts with Escrow Panel List of Receipts with Escrow Expand the Escrow List ...

    • FAQs

      Show Me How Patient Dashboard Patient Demographics How to indicate that a Patient is deceased Insurance Submission Names How can changes be seen, such as, addresses? Is there a way to quickly view who added or modified a Patient? How can I make the ...