The Batch Report provides the ability to batch charges, review batch history, and even re-queue select charges for batching.
- You will find Batch Summary via Menu > Charge Capture > Batches
Batch Summary Navigation
Action Key
| 1. View previous quarter | 5. Show/hide filters |
| 2. Create manual batch | 6. Export to Excel |
| 3. Show/hide summary graph | 7. Categories (click to view specific categories) |
| 4. Show/hide summary categories | 8. Help |
Tip 1: Click and drag on the bar graph to zoom in on select dates (shown in Help section)
Tip 2: Click on a bar to view that date's batches
Batch Detail Navigation
The batch detail section displays the batches that have been created and relevant information like group(s), location(s), number of charges, number of patients, and more.
Action Key
| 1. Click the batch number to view charges within the batch | 3. Download batch file to Excel |
| 2. Triage export errors in the batch | 4. Print the batch |
Batch View
Click into a batch to view all charges within the batch. From the Batch View, click on a patient to view the encounter. Charges can also be selected and re-queued for export from the Batch View.
