- 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.
![](https://support.pmhelpcenter.com/galleryDocuments/edbsn1bcd42ee98488f80644b372b73f4d6d665b191db5fa7f867fb437eb5e5d649199c3c09717980e22bb387d7e4c8c07478?inline=true)
- A popup displays: Press OK to remove the selected invoices from the batch.
![](https://support.pmhelpcenter.com/galleryDocuments/edbsndf9f442d2f8fc3de52b9644c2c820b4d51b2c5f356e900d1276b44abf13a02ef2498482df4a11795320040c215055cf1?inline=true)
- 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.
- Action: Write-off Balance
- Adjustment Code: Select an Adjustment Code.
- If the Adjustment Code is not in the dropdown, select the Add button.
- Change Status: Select the Status for the Encounter
- NOBAL - NO BALANCE
- FP - FINALIZED PAID
- FD - FINALIZED DENIED
- Remove from Batch: Select the checkbox to take the Invoice out of the current batch.
- Note: Write-Off Notes are added to the Receipt that is created by the system to hold the Write-off transactions.
- Select Save [F2].
![](https://support.pmhelpcenter.com/galleryDocuments/edbsn1bcd42ee98488f80644b372b73f4d6d6a60faed9addc69cd5ab972550e3483daf1ddbaa36d24837efdb250c173a75de6?inline=true)
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].
![](https://support.pmhelpcenter.com/galleryDocuments/edbsnbcae3e3daca4c808a6bdf78d328b0ee390e282e6a02862231837a32b80d031e45704851ad2af0e794554e77a2e38002a?inline=true)
After reviewing, return to the Invoice Dashboard upload or print the Invoices.