Versions Compared

Old Version 11

changes.mady.by.user Shawna Crawford

Saved on

compared with

New Version 12

changes.mady.by.user Shawna Crawford

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Overview

Panel
borderColorblack
bgColorgray
titleColorblack
borderWidth2
titleBGColorwhite


Info

The Charge Batch Information tab collects the counts for the number of cases in the charge batch and the default values for date of service, accounting date, and facility. 

Note

The functionality on the Charge Batch / Batch Information tab allows multi-select of cases and then the ability to Delete, Move, or Hold Case for all selected. If multiple cases are selected, the Count field at the bottom of the table is updated accordingly with the number currently selected.



Info
titleBGColoraaaaaa
iconfalse
titleHow to Get Here?


From the Home Page:From the Menus:Via Shortcut Keys:
  1. Click Charge Batches from the Manage list.
  2. Double-click the charge batch to review.
  1. Open the Manage menu and select Charge Batches.
  2. Double-click the charge batch to review.
  1. Press [Alt] + [M] + [C].
  2. Double-click the charge batch to review.



 


Field Definitions

Field

Type

Required

Description

ScaleDrop DownYes
Batch Case Counts Section



The expected number of cases and procedures to be entered in the charge batch.
Expected Case CountFree TextYes

The number of cases to be entered in the charge batch. The number of cases entered in the charge batch are compared to the expected count to determine whether the charge batch is in balance.

Note
If you are creating the charge batch for importing appointments, type 1 as the expected count. Update this value after you have imported the appointments into Connect Back Office.


Current Case Count

Read-only

(system-generated)

YesThe number of cases currently entered in the charge batch. The system provides this count.
Cases Submitted

Read-only

(system-generated)

YesThe number of cases with a "Submitted" status in the charge batch. The system provides this count.
Cases on Hold

Read-only

(system-generated)

YesThe number of cases with an "On Hold" status in the charge batch. The system provides this count.
Cases Reversed

Read-only

(system-generated)

YesThe number of cases with a "Reversed" status in the charge batch. The system provides this count.
Expected Proc CountFree TextNoThe number of procedures to be entered in the charge batch. Maximum value is 9999.
Current Proc Count

Read-only

(system-generated)

YesThe number of procedures currently entered in the charge batch. The system provides this count.
Batch Defaults Section


Date of Service

Calendar Date

(mm/dd/yyyy)

NoThe date the service was rendered for all cases in the batch.
FacilityDrop DownNoThe facility where the patient was treated for all cases in the batch.
Accounting Date

Calendar Date

(mm/dd/yyyy)

NoThe date used as the default accounting date for new cases added to the charge batch, and for reporting this activity, NOTE: This only applies if your practice is configured for accounting dates.
Charge Received

Calendar Date

(mm/dd/yyyy)

No

The date recorded on the case for when the charge was received.

DescriptionFree TextNoAdditional information about the charge batch.
Cases Table


Case ID

Display Only

(pulled from created/updated Case)

YesThe identification number of the case.
DOS

Display Only

(pulled from created/updated Case)

YesThe date the service was rendered on the case.
Insurance

Display Only

(pulled from created/updated Case)

YesThe name of the payer and plan specified on the case on the Patient, Guarantor & Insurance tab.
Patient

Display Only

(pulled from created/updated Case)

YesThe name of the patient who received treatment on the case.
Provider

Display Only

(pulled from created/updated Case)

NoThe rendering physician on the case.
Facility

Display Only

(pulled from created/updated Case)

YesThe facility where the patient was treated.
Bill Amount

Display Only

(pulled from created/updated Case)

YesThe amount to be billed for the case.
Expected

Display Only

(pulled from created/updated Case)

YesThe amount expected for reimbursement on the case.
Status

Read-only

(system-generated)

YesThe current submission status of the case. The values are Submitted, Unsubmitted, On Hold, or Reversed.
Created

Read-only

(system-generated)

YesThe time and name of the user who created the case. This information is static and does not change after the record has been created and saved.
Updated

Read-only

(system-generated)

YesThe time and name of the user who updated the case. This information is dynamic and is updated whenever Save or Apply is clicked.
Count

Read-only

(system-generated)

YesThe number of cases selected in the Case table. This is particularly helpful when completing a bulk action (Delete, Move, Hold Case) on multiple selected cases.


Button Descriptions

Button

Shortcut Keys

Description

Step-By-Step Guides

Create[Alt] + [C]To create a case.Creating Cases
Update[Alt] + [U]To modify a case.Updating Cases
Delete[Alt] + [D]To delete a case.Deleting Cases
Clone[Alt] + [N]To clone a case.Cloning Cases
Move[Alt] + [O]To move cases from one charge batch to another.Moving Cases
Hold Case[Alt] + [H]To create a Case Hold.
  1. Select the case(s) to hold. Note: Multiple cases can be selected to simultaneously perform the action on all of them.
  2. Click Hold Case. The Create Case Hold Reason window opens with the selected Case(s) ID populated.
  3. Open the Case Hold Reason drop down list and select an option.
  4. The Status field defaults to Open and does not need to be changed.
  5. (Optional) Open the Assign To drop own list and select an option. Note: The Case Hold will default to be assigned to you and does not have to be changed.
  6. (Optional) Add a Note. If added, the note displays in the lower Note section.
  7. Click Save.
Note

Click Save & Add Next to save the current record and create another one.

Click Cancel to cancel creation of the new record.


Print[Alt] + [P]To generate the Charge Batch Listing report.
  1. From the Charge Batch: ID > Charge Batch Information tab of the charge batch, click Print. The Charge Batch: ID Report opens. It includes a listing of the cases included in the charge batch.
  2. Use the report toolbar to preview, save, or print the report.
  3. Click the in the upper right corner of the report to close it.
Check Eligibility[Alt] + [E]To open the Check Eligibility window.
  1. Click Check Eligibility. The Check Eligibility window opens for generating eligibility requests, as needed. 

Note

Button is only enabled if:

  • Practice is configured for Eligibility with the Clearinghouse
  • User has View permissions for Eligibility


Review EligibilityNot applicable
To navigate to and review the Charge Batches / Eligibility page.
  1. Click Review Eligibility. The Charge Batches / Eligibility tab opens, filtered on the selected Charge Batch. 
DataLink[Alt] + [T]To verify insurance coverage eligibility.
  1. Click DataLink. Connect Back Office generates and displays an .xls file containing case data.
  2. In Microsoft Excel (or equivalent program), open the File menu and select Save As. The Save As window opens.
  3. Navigate to the desired location where you would like to save the .xls file and click Save.
  4. Upload and submit the batch information to DataLink.
Error Check[Alt] + [K]To run error check validation.Running Error Check Validation
Submit[Alt] + [B]To submit one or more cases in a charge batch.Submitting Charge Batches
Report[Alt] + [R]To generate the Charge Submission report.
  1. From the Charge Batch: ID > Charge Batch Information tab of the charge batch, click Print. The Charge Submission Report opens. It displays all submitted cases in the charge batch, as well as directing/directed provider minutes.
  2. Use the report toolbar to preview, save, or print the report.
  3. Click the in the upper right corner of the report to close it.




Panel
titleColorWhite
titleBGColorGray
titleRelated Topics

Charge Batches

Charge Batches / Batches Tab

Charge Batches / Cases Tab

Charge Batches / Case Holds Tab

Charge Batches / EDC Files Tab

Charge Batches / Eligibility Tab

Check Eligibility Window

Charge Batch / Charge Batch Error Check Tab

Charge Batch / Concurrency Log Tab

Charge Batch / Image Batches Tab

Charge Batch / EDC Files Tab

Case / Patient, Guarantor & Insurance Tab

Case / General Case Information Tab

Case / Procedures & Provider Time Tab

Case / Case & Claim Holds Tab

Case / Additional Case Information Tab

Case / Outcomes Tab

Case / Notes Tab

Add Distribution Window

Creating Charge Batches

Updating Charge Batches

Deleting Charge Batches

Running Error Check Validation

Correcting Errors and Warnings

Copying Charge Batches

Submitting Charge Batches

Generating the Charge Batch Log

Creating Cases

Updating Cases

Deleting Cases

Cloning Cases

Moving Cases



Search this documentation

Livesearch
spaceKeyCD