Reference Batch Videos

These videos are supplemental and are not meant to be a replacement for formal training or documentation.

What is a Reference Batch?

How to Access Reference Batches

How to Know if You're Connected to a Reference Batch

The Why

Creating the Batch

Supporting the Revenue Cycle with Reconciliation

Summary

Learn More

Reference Batch Overview

Add/Modify a Reference Batch

Move an Encounter (Charge) or Receipt to another Reference Batch

Open, Close, Link, Unlink, and Archive a Reference Batch

Reconcile Reference Batch Receipts

Reference Batch List and Details

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