Submitting Charge Batches

Complete this task to submit one or more cases in a charge batch.

All cases with service fee lines that have been rebilled with changes to fees must be submitted.

Step-By-Step Guide

Step	Instructions	Additional Information

Step	Instructions	Additional Information
1	From the Charge Batches / Batches, Charge Batch: [ID] / Charge Batch Information, Charge Batches / Case Holds tabs, select the charge batch with the cases to submit.	Multiple charge batches can be selected for submission by holding the CTRL key and selecting the necessary charge batches. The Submit button is enabled if you have only selected charge batches containing unsubmitted cases.
2	Click Submit (or press [Alt] + B). The Submit Charge Batch window opens.
3	In the Submit column, select the checkbox for each case to submit.	By default, all cases are selected. Clear the checkmark to exclude the cases you do not want to submit. Click Toggle Selection to check/uncheck all boxes in the Submit column. If the case is on hold or has any errors, you cannot submit the case. If there are errors, it will appear in red text in the table.
4	(Optional) To generate the Charge Submission Preview report, select the Preview Submission checkbox.	The report will display all selected charge batches (if there are multiple batches selected).
5	(Optional) To generate the Charge Submission report, select the Show Submission Report checkbox.
6	Click OK (or press [Alt] + O) to submit the cases. The Check and Submit window displays.	During this process, each case is validated for errors related to data input, concurrency, and CCI edits unless otherwise specified. If any errors are detected, the case will not be submitted. All errors and warnings are reported on the Charge Batch / Charge Batch Error Check tab.
7	Upon completion, a claim is generated for each case and the account is updated with the activity. If a Submission report is generated, the report appears in the preview window. It can be printed or saved from this window.

Related Topics

Charge Batches

Charge Batches / Batches Tab

Charge Batches / Cases Tab

Charge Batches / Case Holds Tab

Charge Batches / EDC Files Tab

Charge Batches / Eligibility Tab

Charge Batch / Charge Batch Information Tab

Check Eligibility Window

Charge Batch / Charge Batch Error Check Tab

Charge Batch / Concurrency Log Tab

Charge Batch / Image Batches Tab

Charge Batch / EDC Files Tab

Case / Patient, Guarantor & Insurance Tab

Case / General Case Information Tab

Case / Procedures & Provider Time Tab

Case / Case & Claim Holds Tab

Case / Additional Case Information Tab

Case / Outcomes Tab

Case / Notes Tab

Add Distribution Window

Creating Charge Batches

Updating Charge Batches

Deleting Charge Batches

Running Error Check Validation

Correcting Errors and Warnings

Copying Charge Batches

Generating the Charge Batch Log

Related Training/Support Documentation

Not applicable for this topic

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Complete this task to submit one or more cases in a charge batch.

All cases with service fee lines that have been rebilled with changes to fees must be submitted.

Step-By-Step Guide

Step	Instructions	Additional Information

Step	Instructions	Additional Information
1	From the Charge Batches / Batches or Charge Batch: [ID] / Charge Batch Information tabs, select the charge batch with the cases to submit.	Multiple charge batches can be selected for submission by holding the CTRL key and selecting the necessary charge batches. The Submit button is enabled if you have only selected charge batches containing unsubmitted cases.
2	Click Submit (or press [Alt] + B). The Submit Charge Batch window opens.
3	In the Submit column, select the checkbox for each case to submit.	By default, all cases are selected. Clear the checkmark to exclude the cases you do not want to submit. Click Toggle Selection to check/uncheck all boxes in the Submit column. If the case is on hold or has any errors, you cannot submit the case. If there are errors, it will appear in red text in the table.
4	(Optional) To generate the Charge Submission Preview report, select the Preview Submission checkbox.	The report will display all selected charge batches (if there are multiple batches selected).
5	(Optional) To generate the Charge Submission report, select the Show Submission Report checkbox.
6	Click OK (or press [Alt] + O) to submit the cases. The Check and Submit window displays.	During this process, each case is validated for errors related to data input, concurrency, and CCI edits unless otherwise specified. If any errors are detected, the case will not be submitted. All errors and warnings are reported on the Charge Batch / Charge Batch Error Check tab.
7	Upon completion, a claim is generated for each case and the account is updated with the activity. If a Submission report is generated, the report appears in the preview window. It can be printed or saved from this window.