Complete this task to create a charge batch.
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| You must create a charge batch before cases can be created. |
Step-By-Step Guide
Step | Instructions | Additional Information | ||||
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| 1 | From the Charge Batches > Batches tab, click Create (or press [Alt] + C).The Create Charge Batch window opens.
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| 2 | Open the Practice drop down list and select the practice for which the charge batch will be created. |
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| 3 | Enter the total number of cases to be included in the charge batch in the Expected Case Count field. | |||||
| 4 | (Optional) Enter or select the date of service to use as the date of service for all cases in the charge batch in the Date of Service field. | |||||
| 5 | (Optional) Open the Facility drop down list to select the facility to use for all cases in the charge batch. | |||||
| 6 | (Optional) Enter or select the date to use as the Accounting Date for all cases in the charge batch. |
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| 7 | Click OK. The Charge Batch / Charge Batch Information tab opens. | |||||
| 8 | (Optional) Enter the number of expected procedures to be included in the charge batch in the Expected Proc Count field. | |||||
| 9 | (Optional) Enter or select the date to use as the Charge Received date for all cases in the charge batch. | |||||
| 10 | (Optional) Enter any additional information about the charge batch in the Description field. | |||||
| 11 | Add cases to the charge batch by creating them or importing appointments. | |||||
| 12 | When finished, click Save. |
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