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 selecting 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


Reference Batch Breakdown

The Batch Breakdown is available on the Batch Details screen and displays information about Patient, Insurance, and Receipts in the selected Reference Batch.

  • The Reference Batch Breakdown is only available when the Reference Batch Details is set to Receipts.

Batch Breakdown

  • Requested, Not Processed: The amount of all electronic Payments that failed to process.
  • Receipts: The total amount of all Receipts in the Reference Batch.
  • Disbursed Receipts:
  • Payments: The total Payment amount from the Receipts in the Batch.
  • Payments Applied Outside of this Batch: The total Payment amount from Payments that were posted outside of the Batch for Receipts within the Batch.
  • Escrow: Remaining money on the Receipts in the Batch that has not yet been Posted or Disbursed.
  • Payments from Receipts Outside of this Batch: The total Payment amount from Payments that were posted within this Batch for Receipts outside of this Batch.

Patient, Insurance, and Invoice Receipts

  • Shows the total amount of Patient, Insurance, and/or Invoice Receipts broken down by method (Check, Cash, Card, and Refunds).
  • Note: The System Setting INVOICE must be set to Yes for the Invoice column to show.

Learn More

Add and Modify a Reference Batch

Open, Close, Attach, and Detach Reference Batch

Reconcile Reference Batch Receipts

Move an Encounter or Receipt

Validation Error: You must be attached to a reference batch...

Reference Batch System Settings

Reference Batch Report

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