Overview
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.
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.
Field Definitions
Field | Type | Required | Description |
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Scale | Drop Down | Yes | |
Batch Case Counts Section | The expected number of cases and procedures to be entered in the charge batch. | ||
Expected Case Count | Free Text | Yes | 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. 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) | Yes | The number of cases currently entered in the charge batch. The system provides this count. |
Cases Submitted | Read-only (system-generated) | Yes | The number of cases with a "Submitted" status in the charge batch. The system provides this count. |
Cases on Hold | Read-only (system-generated) | Yes | The number of cases with an "On Hold" status in the charge batch. The system provides this count. |
Cases Reversed | Read-only (system-generated) | Yes | The number of cases with a "Reversed" status in the charge batch. The system provides this count. |
Expected Proc Count | Free Text | No | The number of procedures to be entered in the charge batch. Maximum value is 9999. |
Current Proc Count | Read-only (system-generated) | Yes | The 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) | No | The date the service was rendered for all cases in the batch. |
Facility | Drop Down | No | The facility where the patient was treated for all cases in the batch. |
Accounting Date | Calendar Date (mm/dd/yyyy) | No | The 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. |
Apply Changes to all line items | Checkbox | No | If selected, a change to the Accounting Date or Date of Service is applied to all unsubmitted charges in the charge batch. If selected, the DOS on any previously entered procedures will not be updated. |
Charge Received | Calendar Date (mm/dd/yyyy) | No | The date recorded on the case for when the charge was received. |
Description | Free Text | No | Additional information about the charge batch. |
Cases Table | |||
Case ID | Display Only (pulled from created/updated Case) | Yes | The identification number of the case. |
DOS | Display Only (pulled from created/updated Case) | Yes | The date the service was rendered on the case. |
Insurance | Display Only (pulled from created/updated Case) | Yes | The name of the payer and plan specified on the case on the Patient, Guarantor & Insurance tab. |
Patient | Display Only (pulled from created/updated Case) | Yes | The name of the patient who received treatment on the case. |
DOB | Display Only (pulled from created/updated Case) | Yes | The date of birth of the patient on the case. |
Provider | Display Only (pulled from created/updated Case) | No | The rendering physician on the case. |
Facility | Display Only (pulled from created/updated Case) | Yes | The facility where the patient was treated. |
Place of Service | Display Only (pulled from created/updated Case) | Yes | Indicates where services for the case was rendered. |
Bill Amount | Display Only (pulled from created/updated Case) | Yes | The amount to be billed for the case. |
Expected | Display Only (pulled from created/updated Case) | Yes | The amount expected for reimbursement on the case. |
Case Status | Read-only (system-generated) | Yes | The current submission status of the case. The values are Submitted, Unsubmitted, On Hold, or Reversed. |
Eligibility Submitted | Read-only (system-generated) | Yes | Indicates number of valid eligibility requests submitted out of selected insurance plans on case. |
Created | Read-only (system-generated) | Yes | The 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) | Yes | The 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) | Yes | The 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 |
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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. |
Click Save & Add Next to save the current record and create another one. Click Cancel to cancel creation of the new record. |
[Alt] + [P] | To generate the Charge Batch Listing report. |
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Check Eligibility | [Alt] + [E] | To open the Check Eligibility window. |
Button is only enabled if:
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Review Eligibility | Not applicable | To navigate to and review the Charge Batches / Eligibility page. |
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DataLink | [Alt] + [T] | To verify insurance coverage eligibility. |
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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. |
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