Reference Batch Overview

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.

  • A Reference Batch can be Open, Closed, or Archived.

  • If you are attached to an Open Reference Batch, you can make adjustments and edits to any transaction contained in the Reference Batch (permission driven).

  • The Date used in the Reference Batch is recorded as the Post Date for all transactions in the Batch.

    • Most Reports default to the Post Date which is controlled by the date used in the Reference Batch and is key to closing a month's financials.

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.

  • By User: Admin > User Maintenance > User

  • By Role: Admin > Security Roles > Role

Access Reference Batches

  1. The Reference Batch link is on the top right of your screen below the System Icons.

  1. Enter rb in the Navigation Search Box located on the top left of your screen.

  1. On the Home Dashboard, select the Reference Batches button.

Learn More

  1. Add and Modify a Reference Batch

  2. Open, Close, Attach, and Detach Reference Batch

  3. Reference Batch List and Details

  4. Reconcile Reference Batch Receipts

  5. Move an Encounter or Receipt

  6. Validation Error: You must be attached to a reference batch...Reference Batch System Settings







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