Review the Batched Invoices/Exceptions

Review the Batched Invoices/Exceptions

After the Invoices are batched, review the Invoices and Exceptions for accuracy before uploading them.

  • Reasons to Review:
  • An Encounter should go to Workers' Comp, a different Employer, or the fee is incorrect.
  • An Encounter or the entirety of the Employer's Invoice can be removed for making corrections and to batch and be sent later.  
  • From the Invoice Batch Dashboard, select the View Batch Items link.
  • Use the Filter Criteria to view items by:
  • Employer
  • TPA
  • Patient
  • Encounter
  • Review the results for accuracy.
  • When a checkbox is chosen on an item, the Remove Selected Items button and the Modify Selected Items button are activated.


Remove Selected Items

  • Select the check box(es) for items to be removed from this batch of Invoices.
  • Select the Remove Selected Items button.

  • A popup displays: Press OK to remove the selected invoices from the batch.
  • Select the OK button.

  • The items will be removed and will not be sent with this batch of Invoices.


Modify Selected Items

The modification button allows a User to Write-off a Balance or Reset the Dunning Count.

  • Write off Balance
  1. Action: Write-off Balance
  2. Adjustment Code: Select an Adjustment Code.
  • If the Adjustment Code is not in the dropdown, select the Add button.
  1. Change Status: Select the Status for the Encounter
  • NOBAL - NO BALANCE
  • FP - FINALIZED PAID
  • FD - FINALIZED DENIED
  1. Remove from Batch: Select the checkbox to take the Invoice out of the current batch.
  2. Note: Write-Off Notes are added to the Receipt that is created by the system to hold the Write-off transactions.
  3. Select Save [F2].


  • Reset Dunning Count
  • Action: Reset Dunning Count
  • Dunning Count: Select the Dunning Count from the dropdown.
  • Note: Reset Dunning Notes are saved in the Notes section of the affected Encounters.
  • Select Save [F2].


After reviewing, return to the Invoice Dashboard upload or print the Invoices.



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