Payment Entry - Batch Information Area

Use the Payment Entry - Batch Information Area to temporarily change certain batch parameters, or to globally change the parameters by launching the Payment Entry - Batch Entry Window. The table following the window example describes the Batch Information Area of the Payment Entry Work Window.

Directions:

To display the Batch Information Area in the Work Window:

Basic Method:

Open Payment Entry:

Enter the Patient Account Number.
Press [ENTER].
Click Payment Entry in the Menu Tree.

If applicable, review the Batch Entry Window, and then click .
Note: The Batch Entry Window automatically displays only the first time you open Payment Entry for the day. However, you can reopen it manually from the Work Window, if needed.
Advanced Methods: To see additional methods for opening the Work Window, click More
- Open Payment Entry using one of the following methods:
- Click Payment Entry on the INSight Toolbar.
- Or, click Daily Work from the Menu Bar, and next click Payment Entry.
- Or, use the keyboard shortcut: [ALT] [K] [click Payment Entry].
- Or, if you use superbills, retrieve the superbill data by entering the Encounter Number in the Patient Account Number field.
- Or, enter the patient's last name in the Account Number and press [ENTER] to launch the patient Search.
1. If applicable, review the Batch Entry Window, and then click OK .
  Note: The Batch Entry Window automatically displays only the first time you open Payment Entry for the day. However, you can reopen it manually from the Work Window, if needed.
Tip: To see several methods and shortcuts for entering the Account Number, see Tips for Entering the Patient Account Number.

Payment Entry - Batch Information Area Example:

Payment Entry - Batch Information Area Prompts Tips: To see more information about a field, click the hyperlink for the field name. Default values are displayed from the Batch Entry Window. You can change the value for a display-only field by clicking Batch to open the Batch Entry Window.
	To display the Batch Entry Window, click Batch. Keyboard shortcut: [ALT + b]
Batch Sequence Number	The Batch Sequence Number identifies a set of batch parameters, similar to a template. Press [TAB] to accept the default, or click one of the numbers in the drop-down list. (0 - 9) Note: Batch Sequence Number 9 is reserved for unapplied credits.
Display Options	Shows the Display Option that controls which tickets display in the Ticket List Section of the Transaction Detail Area. Options: Showing ALL ITEMS Showing OPEN ITEMS Only
Service Dates	Displays the range of Service Dates for this batch. Tip: All Dates indicates no range was entered to limit the tickets for this batch.
Group Number	Displays the Group Code for this batch. Tip: ALL indicates no Group Code was entered to limit the tickets for this batch.
Insurance	Displays the Insurance Code for this batch. Tip: ALL indicates no Insurance Code was entered to limit the tickets for this batch.
Batch Proof Amount	Displays the proof amount used to confirm that the payment amounts entered sum up to the proof amount. Tip: If the Proof Amount is zero, INSight does not proof the transaction amounts.
Batch Applied Amount	Displays the Applied Amount, which is the accumulated amount of the payments already applied. You can see your progress compared to the Proof Amount.