Copying Charge Batches

Complete this task to copy a charge batch and its contents from one practice to another. It is most commonly used in a situation where the client is billing for medically directing providers in one practice, while billing for the medically directed CRNAs in another.

Step-By-Step Guide

Step	Instructions	Additional Information
1	From the Charge Batches / Batches tab, select the batch to be copied.
2	Click Copy Batch (or press [Alt] + T). The Copy Charge Batch window opens.	The charge batch details are copied from the original charge batch for all fields except the Practice field.
3	Open the Practice drop down list and select the practice for which the charge batch is being created.
4	Modify the remaining charge batch details, as necessary.
5	Click OK. The Charge Batch / Charge Batch Information tab opens.	Any provider on a case in the originating charge batch with an NPI that matches a provider NPI affiliated with the practice of the new charge batch will be copied over. All other providers on the cases will be removed.
6	One by one, select each case from the list of Cases and click Update (or press [Alt] + U).
7	Verify the cloned case information is correct, including the providers on the case.
8	Click Save (or press [Alt] + S).
9	Repeat the steps for each case in the copied charge batch.
10	Submit the charge batch once all cases have been verified.