Print batches are used to consolidate invoices so that you submit them to third party companies or provide them to individuals.
Step by Step Instructions
1. First you will have created invoices for a specific insurance company or a patient that you want to batch.
2. Navigate to Accounting>Print Batching.
3. Select Create Batch Invoice
The Print Batch window will open.
| Type | Select whether it is a third party invoice or Direct to the Patient. |
| Batch Name | Provide a batch name for your reference |
| End Date | Select the End date. Any invoices not billed will be pulled into the batch |
| Include Paid Invoices | Select if you want to include paid invoices. |
| Include $0.00 Transactions | Select if you want to include $0.00 transactions |
| Patient | Enter the patient name if this is a batch for a specific patient |
| Third Parties | Select the third party you are creating the batch for. |
| Clinics | Select the clinic |
| Clinic Address | Select the clinic Address |
| Preview Individual Invoices | You are able to previous the individual invoices before creating the batch. |
5. Once all the details have been entered and selected click Create Batch.
6. You get a confirmation popup. Select OK.
7. You will get another popup to click a link taking you to the Print Batch page.
8.
You will be on the page that lists the batches.
Click the icon to the left of the batch item to select the option you require depending on the type of batch you want to create.
| Batch View/Print options |
| Individual Invoices Consolidated Invoices Consolidated Invoices (Actual Insurance Amount) Consolidated Invoices for Treatment Plans Consolidated Invoices for MB WCB Consolidated Invoices for MPI Consolidated OCF21B Consolidated OCF21B (Only MVAs) Submit Batch Electronically |
9.
Once you have printed or downloaded the batch set it to Mark Batch as Printed or Mark Batch as Sent so that you know you have completed that batch.
You will be able to access these batches from the Search area under the Status field.
10. Deleting a batch
You are able to delete a batch if you have not set it to printed or sent and create the batch again.
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