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?
Defines what a Reference Batch is and why it's required when entering financial transactions. How to Access Reference Batches
Reviews the different ways to access Reference Batches to support a more efficient daily workflow.
How to Know if You're Connected to a Reference Batch
Explains how to verify that you are connected to a Reference Batch.
The Why
Covers why Reference Batches are important within the healthcare revenue cycle. Creating the Batch
Walks through naming a Reference Batch and configuring key fields, including required fields, defaults, allowable functions, and how totals accrue as transactions are entered. Supporting the Revenue Cycle with Reconciliation
Explains how Reference Batches support front-end revenue cycle staff responsible for receiving and recording Payments. Summary
Summarizes how Reference Batches maintain financial consistency and support reconciliation across your organization. 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
Related Articles
ERA Videos
These videos are supplemental and are not meant to be a replacement for formal training or documentation. Why Do ERAs Matter to the Revenue Cycle? ERAs serve as a core financial communication tool, acting as the primary source of truth for how Claims ...Escrow Videos
These videos are supplemental and are not meant to be a replacement for formal training or documentation. Escrow Fundamentals: Unapplied Funds & Payment Lifecycle Learn how escrow functions within a medical billing system, including why payments may ...Insurance Setup, Collection, and Use Videos
These videos are supplemental and are not meant to be a replacement for formal training or documentation. Why Does Accurate Insurance Information Matter? Insurance information is not just data entry; it is the foundation of clean claims, timely ...Charge Management Rules Show & Tell
Welcome to Show and Tell, where you can share and learn ways users are utilizing certain features in the system. Our software is highly customizable, and our users come up with new and exciting ways to make their day-to-day workflows more efficient. ...