Add / Update Charge Entry Batch

1. Display the Add / Update Charge Entry Batch page: On the Main Menu, click Claims. Under CHARGE ENTRY, click Begin/End Charge Entry Batch.
• If you have an open charge entry batch, you see the Update Charge Entry Batch view.

• If you do not have an open charge entry batch, you see the Add Charge Entry Batch view.

2. If you have an open charge entry batch, click close claim batch to close the batch. (You cannot have two charge entry batches open at the same time.)
3. #Claims (target) — Enter the number of claims that should be created in this batch.
4. Default Patient Department — Select the default patient department for the batch from the menu. This should match the patient department on the billing slips.
5. Default Facility — Select the default facility (the department of service) for the batch from the menu. This should match the facility on the billing slips.
6. Default Supervising Provider — Select the default supervising provider for the batch from the menu. This should match the supervising provider on the billing slips.
7. Default Provider — Select the default provider for the batch from the menu. This should match the provider on the billing slips.
8. Default Service Date — Select the default service date for the batch from the menu. This should match the service date on the billing slips.
9. Default Note — Enter a default note to appear on all claims in this batch.
10. Notes — Enter a note for the batch.
11. Click Save. The new batch appears under the My Charge Entry Batches (Up To One Month Ago) heading.

Note: Until you close the batch, all claims that you create using the Charge Entry page are included in this charge entry batch. The batch information appears at the top of the Charge Entry page as you enter charges.

You can close the batch when the number of claims entered equals the number in the #Claims (target) field (see To close the current charge entry batch).

You can update the #Claims (target) field and other fields, or reassign this batch to someone else if you have billing manager-level permissions.

1. Display the Add / Update Charge Entry Batch page: On the Main Menu, click Claims. Under CHARGE ENTRY, click Begin/End Charge Entry Batch.
2. Edit fields as needed.
3. Click Save.
   
   The updated information is reflected at the top of the page and in the list of batches below.

Important: You cannot reopen a charge entry batch after you close it. You must create a new batch.

1. Display the Add / Update Charge Entry Batch page: On the Main Menu, click Claims. Under CHARGE ENTRY, click Begin/End Charge Entry Batch.
2. Make sure that the number in the #Claims (target) field equals the number in the # claims entered field. The close claim batch link appears under in the "closed" column in the My Charge Entry Batches list.
3. Click the close claim batch link.
   The batch is closed, the current date appears in the "closed" column, and the title of this page changes from Update Charge Entry Batch to Add Charge Entry Batch.
   Note: If you create a batch in error, you can set the #Claims (target) amount to 0, and then close the batch.

A charge entry batch is a useful tool for practices that perform charge entry outside the patient workflow, in batch mode. The charge entry batch provides a running tally of the target number of claims, the number of claims entered so far in the batch, and the charge amount.

When you create a charge entry batch, the batch information appears at the top of the Charge Entry page as you enter charges.