Statement/Invoice Exceptions Batches Table of Contents

• Related Articles

• Access Statement/Invoice Batches

  Access Statement/Invoice Batches Use the Navigation Search field Enter stb in the Navigation Search field and enter The Statement Batch History screen displays If you know the Statement Batch number, enter stb space and the statement batch number ...

• Statement Exception Batches

  For the System to create Exception Batches, the System Setting must be set to Yes, which is the Default. (To change: Admin > System Settings > Statements > EXCEPTIONSBATCH) The Exception split option provides easy accessibility to Statements that ...

• Statement/Invoice Profiles Setup

  Statement/Invoice Profiles must be set up before Statements or Invoices can be batched. If the Statement Profile is selected as the Default, it will be attached to new Patients automatically. Other Statement/Invoice Profiles can be created to be used ...

• Remove a Statement/Invoice from a Batch

  Statements/Invoices can be removed from a Batch before uploading them. From Statements on the Left Side Menu, select the Batch number. Select View Batch Items. Check the box(es) to select the Statement/Invoice to be removed. Select the Remove ...

• Invoice Profile Setup

  In addition to Statement Profiles, a separate Profile is required for Invoices. Invoice System Settings These are some of the most important System Settings for Invoices. There may be others that you want to include as well. Admin > System Settings ...