Edit a Batch

With the Edit a Batch function, you can edit the transaction batch totals.

Upon accessing this function, you will first need to type a batch number or click the magnifying class to search for the batch number you want.



Data Field Information
Prompt Response Req Len
Batch Number Type the code you want or click the magnifying glass to search a list of every 'unlocked' batch.   17
Default Last Batch

If you want the last batch number (used by the current user, in the current database, for the current date) to default, select this check box.

 
If you select this check box while in any function in the system that contains a Batch Number field and then you access a different function that contains a Batch Number field, the Batch Number field will automatically default the last batch number used.
  1

If the batch number does not exist, a message stating, 'This batch number does not exist.' will display. If a valid batch number is entered, the detailed batch information will display. If the batch is Locked, you will not be able to change any of the batch totals. You would need to unlock the batch before any editing could be performed.

You can scan and save an EOB image for a batch using the Link Image or Acquire Image functions in the Action Column. For instructions on scanning, see Image Scanning in the Introduction, System Processes section of Help.



Data Field Information
Prompt Response Req Len
Batch Number This field is informational only and reflects the unique number identifying this batch.   17
Accounting Date This field is informational only and reflects the accounting date of this batch.   10
Charge Total $ Type the total dollar amount for this batch (or 0.00 if you dont know the total ahead of time) if you want the system to track a running total for the batch as procedures are posted. The Batch Report will then indicate whether or not the batch is balanced.

Leave this field blank if you do not want to use a batch while posting procedures.		   15
Running Total $ This field is information only and reflects a running total of the charges as they are posted to the batch.    
Payment Total $ Type the total dollar amount for this batch (or 0.00 if you dont know the total ahead of time) if you want the system to track a running total for the batch as payments are posted. The Batch Report will then indicate whether or not the batch is balanced.

Leave this field blank if you do not want to use a batch while posting payments.		   15
Running Total $ This field is information only and reflects a running total of the payments as they are posted to the batch.    
Adjustment Total $ Type the total dollar amount for this batch (or 0.00 if you dont know the total ahead of time) if you want the system to track a running total for the batch as adjustments are posted. The Batch Report will then indicate whether or not the batch is balanced.

Leave this field blank if you do not want to use a batch while posting adjustments.		   15
Running Total $ This field is information only and reflects a running total of the adjustments as they are posted to the batch.    
Batch Locked This field is Informational only.   1
Created By This field is informational only and reflects the User Code of the user who created the batch.   10
Assigned to Select the code you want from the User list if you want to assign this batch to a specific User.   10