How to Create Print Batches

  • Updated

 

1. Creating a Batch

Step 1.

Navigate to Accounting>Print Batching. 



Step 2.

The print batch page will open select Create Print Batches.

 

 

Step 3.

A batch form pop-up window will open.

 

BatchDemo.gif

Below are the fields you will have options to select from:

Type:

Third Party if batching invoices being paid by an insurance or third party
Direct if batching invoices being paid by the client


Batch Name:
Type a name for the batch invoices as a reference. Names cannot be edited once saved.


End Date:
Type or select a date from the calendar. This is the last day included in the batch.


Include Paid Invoices?
Check this box if you want to include invoices that had payment applied towards them.


Include $0.00 Transactions?
Check this box if you want to include invoices with tracking dates used for MIG Blocks.


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


Clinics:

+ 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


Clinics Address:
   For multi-location clinics, select the address that will appear on all invoices within this batch.


Preview Individual Invoices:
Select this option if you would like a preview of the invoices the batch will include.


Step 4.

When finished entering the details listed above, select CreateBatch-icon.png

 

Step 5.

Confirm you want to create the print batch by selecting Ok

 

 

Step 6. 

You get a link to view the batch.  Select Click Here.

 


Step 7.

You are directed to the Print Batch list where you can open and view the consolidated invoice.

 

 

Sample Consolidated Batch Invoice.

 

   

Menu-Icon.png

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.
Invoice-Icon.pngIndividual Invoices

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.
ConsolidatedInvoices-Icon.png Consolidated Invoices
Select to view a PDF of the batched invoices grouped by client insurance.
Print-Icon.png 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.

Sent-Icon.png 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.

Delete-Icon.png Delete Batch
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.

 

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