Creating a Batch
a. From the home screen, navigate to Accounting using the sidebar menu.
Under the Print Batching heading, select Create Batch Invoices.
A batch form pop-up window will open:
|Third Party||if batching invoices being paid by an insurance or third party|
|Direct||if batching invoices being paid by the client|
c. Batch Name:
Type a name for the batch invoices as a reference. Names cannot be edited once saved.
d. End Date:
Type or select a date from the calendar. This is the last day included in the batch.
e. Include Paid Invoices?
Check this box if you want to include invoices that had payment applied towards them.
f. Include $0.00 Transactions?
Check this box if you want to include invoices with tracking dates used for MIG Blocks.
g. Third Parties:
|+ Third Party||if batching a single or a select few insurance companies|
|+ Group||if batching a user-created insurance group|
|+ All Third Parties||if batching all insurances at once|
|x Clear All||if you need to clear the list of third parties in the batch|
|+ Select Clinic||if batching for a single or select locations|
|+ All Clinics||if batching all clinics|
|x Clear All||if you need to clear the list of clinics in the batch|
i. Clinics Address:
For multi-location clinics, select the address that will appear on all invoices within this batch.
j. Preview Individual Invoices:
Select this option if you would like a preview of the invoices the batch will include.
k. When finished entering the details listed above, select
Viewing and Adjusting Print Batches
From the home screen, navigate to Accounting using the sidebar menu.
Under the Print Batching heading, select Print Batch Invoices.
Filter through the batches by batch #, name or which clinic invoices were made for.
Search for a batch by batch number, name or status: Pending, Printed, Sent or Deleted.
|You will have several options to select from when you click the icon to the left of the batch depending on settings you have turned on in your system and the Province you are located in.|
Select to view PDFs of the batched invoices individually. A pop-up window will appear confirming details. Select Individual Invoices to the right of Print to view the PDFs.
Select to view a PDF of the batched invoices grouped by client insurance.
|Mark Batch as Printed||
Marking a batch as printed will lock the batch from any further editing. You’ll be prompted to confirm you want to mark the batch as printed. Select “OK” or “Cancel”. You will not be able to delete the batch after it has been marked as printed.
|Mark Batch as Sent||
Marking a batch as sent can help keep your batches organized by separating your pending batches from those 'sent' (completed). You’ll be prompted to confirm you want to mark the batch as sent. Select “OK” or “Cancel”. You will need to mark the batch back to Pending before deleting if required.
You’ll be prompted to confirm you want to delete the Print Batch. Select “Ok” or “Cancel”. This will reset all invoices contained in the batch to be included in future batches.