Moving Cases

Complete this task to move cases from one charge batch to another.

Step-By-Step Guide

Step

Instructions

Additional Information

1

From the Charge Batch: [ID] / Charge Batch Information tab which contains the case to be moved, select the case.

Multiple cases in the charge batch can be selected to move simultaneously by holding the CTRL key and selecting the necessary cases to move. All cases must be moved to the same batch.

2

Click Move. The Move Case window opens.

3

Click Search (or press [Alt] + S).The Search Criteria window opens.

4

Enter search criteria for the charge batch to which you want to move the case. You can search on any of the available options:

Field	Description
Batch ID	Charge batch identification number
Case ID	Identification number of a case in the charge batch to which the case is being moved
Created	Time frame for when the charge batch was created
Practice	Practice associated with the charge batch
Facility	Facility where the appointment was held
Created By	User who created the charge batch
Only include batches with cases on hold	Checkbox to filter charge batches to those with cases on hold
Only include batches with unsubmitted cases	Checkbox to filter charge batches to those with unsubmitted cases
Only include batches with unaffiliated image sets	Checkbox to filter charge batches to those with unaffiliated image sets