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.

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...

  7. Reference Batch System Settings


    • Related Articles

    • Add/Modify a Reference Batch

      On the Reference Batch List screen, you can add a new Reference Batch by selecting Add or modify a Reference Batch by selecting the Reference Batch number. Add a Reference Batch From the Reference Batch List page, click Add to create a new Reference ...

    • 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. The Chain Symbol highlighted in green indicates that you are attached to this Batch. ...

    • Auto-Post

      Auto-Post Auto-Post applies the payment from the oldest Encounters to the newest with a Patient balance and resets the dunning message count according to the Payment Rules setup in Statement Profiles. Auto-Post is only available on Patient and ...

    • Post/Apply an ERA

      Reference Batch Received Date 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 ...

    • 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 ...