Updating Payment Batches

Complete this task to modify the payments in the payment batch of the validation controls of the payment batch.

Step-By-Step Guide

Step	Instructions	Additional Information
1	From the Payment Batches page, select the payment batch to be updated.
2	Click Update (or press Alt + U). The Payment Batch / Payment Batch Information tab opens. Update the relevant information via the applicable steps below...
3	Modify the total number of payments to be included in the payment batch in the Expected Count field.
4	Modify the anticipated sum total amount for all payments in the payment batch in the Expected Total field.
5	Modify date to use as the Accounting Date for all payments in the payment batch.	If your practice is configured for accounting dates, the Accounting Date option is shown. If your practice is not configured for accounting dates, the Accounting Date option is not available.
6	Modify the comments associated with the payment batch in the Description field.
7	Click Print to generate the Payment Batch Listing report.
8	Apply, update, or delete insurance, guarantor, and external collections payments for the payment batch.
9	When finished, click Save.	The Expected Count total must equal the Current Count total, and the Expected Total amount must equal the Distribution Amount total in order to post a payment.