Creating Payment Batches

Complete this task to create a payment batch for payments you want to apply.

You must create a payment batch before payments can be applied.

Step-By-Step Guide

Step	Instructions	Additional Information
1	From the Payment Batches page, click Create (or press Alt + C). The Create Payment Batch window opens.
2	Open the Practice drop down list and select the practice to which the charge batch will be associated.	If the user only has one practice, it auto-populates the Practice field and does not have to be selected.
3	Enter the total number of payments to be included in the payment batch in the Expected Count field.
4	(Optional) Enter the anticipated sum total amount for all payments in the payment batch in the Expected Total field.
5	(Optional) Enter or select the date to use as the Accounting Date for all payments in the payment batch.	If your practice is configured for accounting dates, the Accounting Date option is shown. If your practice is not configured for accounting dates, the Accounting Date option is not available. The Accounting Date can be up to 14 days in the future.
6	Click OK. The Payment Batch / Payment Batch Information tab opens.
7	(Optional) Enter any additional information about the payment batch in the Description field.
8	Apply insurance, guarantor, and external collections payments to the payment batch.
9	When finished, click Save.