Creating Charge Batches

1

From the Charge Batches > Batches tab, click Create (or press [Alt] + C). The Create Charge Batch window opens.

Open

2

Open the Practice drop down list and select the practice for which the charge batch will be created.

3

Enter the total number of cases to be included in the charge batch in the Expected Case Count field.

4

(Optional) Enter or select the date of service to use as the date of service for all cases in the charge batch in the Date of Service field.

5

(Optional) Open the Facility drop down list to select the facility to use for all cases in the charge batch.

6

(Optional) Enter or select the date to use as the Accounting Date for all cases in the charge batch.

7

Click OK. The Charge Batch / Charge Batch Information tab opens.

8

(Optional) Enter the number of expected procedures to be included in the charge batch in the Expected Proc Count field.

9

(Optional) Enter or select the date to use as the Charge Received date for all cases in the charge batch.

10

(Optional) Enter any additional information about the charge batch in the Description field.

11

Add cases to the charge batch by creating them.

12

When finished, click Save.