Corporate Batch Report

With the Corporate Batch Report function, you can print a report containing detailed batch information for multiple databases within the corporation. If your practice uses the same batch numbers for multiple databases, this report provides subtotals for each database that will print under each batch number listed.

Data Field Information
Prompt Response Req Len
Enter Date to Begin Report Type the date you want the report to start with or click the calendar icon to select a date.   10
Enter Date to End Report Type the date you want the report to end with or click the calendar icon to select a date.   10
Print for User Select the code you want from the User list or leave the field blank to include all codes in the table.   10

Next you will need to select which database(s) you want to include on the report.

Data Field Information
Prompt Response Req Len
Database Number Select the Database(s) you want from the Database list. If you want to select multiple non-adjacent databases, press and hold the CTRL key and click each database you want to include. If you want to select a range of databases, click the first one in the range, scroll down to the last one in the range, press and hold the SHIFT key and click the last one in the range. To select all codes, click the first database in the list, scroll down to the last database, press and hold the SHIFT key and click the last database in the list. 8

Note: One of the criteria for running Corporate Reports is you must 'share' or maintain the same Procedure Code (CPT) Table in every database. If the Procedure Code (CPT) Table is 'not shared' between the Databases, you must manually maintain the same codes in every database. For example, if you add a procedure code in database 2, you need to add it to Database 1 and every other existing database as well.



Sample Report
The report will show you the batch number, the user who created the batch, the batch date, the batch amounts entered when the batch was created, the 'Lock' status, which User the batch was assigned to, the total amount posted for Charges, Payments, and Adjustments, and the database number. The total posted amount represents the amount posted through transaction entry for that batch number.

If the batch does not balance, meaning the amount entered when the batch was created and the amount posted through transaction entry is not the same, an asterisk (*) will print next to the posted amount.

If any transactions are posted without using a batch number, CGM webPRACTICE will track the amounts posted and print them under the batch number of '~Non-Batched' as the last item on the Batch Report.