Payment Batches

The payment batch is the control file for applying insurance, guarantor, and external collections payments.

• Insurance payments are applied to claims.
• Guarantor payments are applied to service lines or on-account, which is applied as a credit to the account.
• External Collections payments are applied to an external collections balance.

You must first create a payment batch and then add payments to it. The payments in the payment batch do not have to share any similarities. However, payment batches are generally used to group payments that are similar in some way. For example, the payments are from the same payer. After all payments have been added to the payment batch, the payment batch is posted.

Use the Payment Batches page to manage payments that have been applied.

The Payment Batches page is comprised of three tabs:

• Payment Batch Information Tab
• Image Batches Tab
• Import Exceptions Tab  (Note: This tab only appears if the payment batch is created by an ERA file import.)