Charge Entry - Batch Identifiers Area

Use the Batch Identifiers Area in the Work Window to change certain batch parameters.  In this area you can temporarily change the batch identifier or post date for an individual charge, or you can change the batch type and globally change the batch parameters for all subsequent charges by launching Batch Entry.  The table following the window example describes the Batch Identifiers Area in the Charge Entry Work Window.

Directions:

To display the Batch Identifiers Area in the Work Window, click OK at the Charge Entry - Batch Entry Window.

 

Charge Entry - Batch Identifiers Area Example:

 

Charge Entry - Batch Identifiers Area Prompts

Tips:

To see more information about a field, click the hyperlink for the field name.

Your ability to change these fields depends on the settings in Charge Entry Preferences Maintenance.

Default values are displayed from the Batch Entry Window.  You can change the values if allowed by the settings in Charge Entry Preferences Maintenance.

To change the current Batch parameters for all subsequent charges to be entered, click Batch.  You will see the Batch Entry Window, where you can make the changes.

Keyboard shortcut:  [Alt + b]

Charge Batch

Displays the default Charge Batch identifier, which groups charge transactions together.  To change the Charge Batch identifier for an individual charge, click this field and enter the new Charge Batch identifier.

Post Date

Displays the default Batch Post Date, which is the date of the transactions.  To change the Batch Post Date for an individual charge, click this field and enter the new Batch Post Date.

Tip:  Usually the Post Date is today's date.

Pay Batch

Displays the default Payment Batch identifier, which groups payment transactions together.  

Note:  To change the Payment Batch identifier, click Batch.  The Batch Entry Window opens and you can change the Payment Batch identifier.

Batch Type

Displays the current setting for the Charge Batch Type which identifies the group of preferences displayed at the Batch Entry Window.

Tip:  For information about the HOSPITAL Batch Type, see Entering Hospital Charges.

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