Charge Batches / Cases Tab

Overview

The Cases tab includes a listing of cases associated with charge batches.

When you first open the Cases tab, the cases displayed in the table are based on the last input DOS (case Date of Service) Search Criteria. To work with older or newer cases, utilize the Search button.

How to Get Here?

From the Home Page:	From the Menus:	*Via Shortcut Keys:*
Click Charge Batches from the Manage list. Click the Cases tab.	Open the Manage menu and select Charge Batches. Click the Cases tab.	Press [Alt] + [M] + [C]. Click the Cases tab.

Field Definitions

Field	Type	Required	Description

Field	Type	Required	Description
Filter Within Search Results Section	Filters	No	Allows the list of charge batches to be filtered by Insurance, Patient, Provider, and/or Facility. As you type, the cases in the list are filtered to show only those that match what was typed. To restore the list to all cases, clear the contents of the filters.
Batch ID	Display Only (pulled from created/updated Case)	Yes	The unique identification number of the charge batch assigned when it is created. By default, the table is sorted by this column in ascending order.
Practice	Display Only (pulled from created/updated Case)	Yes	The practice associated with the charge batch.
Case ID	Display Only (pulled from created/updated Case)	Yes	The identification number of the case. The field functions as a hyperlink and, if clicked, opens the Case.
Status	Display Only (pulled from created/updated Case)	Yes	The current submission status of the case. The values are Submitted, Unsubmitted, On Hold, or Reversed.
DOS	Display Only (pulled from created/updated Case)	Yes	The date the service was rendered on the case.
Insurance	Display Only (pulled from created/updated Case)	Yes	The name of the payer and plan specified on the case at the Patient, Guarantor, & Insurance tab.
Patient	Display Only (pulled from created/updated Case)	Yes	The name of the patient who received treatment on the case.
Provider	Display Only (pulled from created/updated Case)	No	The rendering physician on the case.
Facility	Display Only (pulled from created/updated Case)	Yes	The facility where the patient was treated.
Billed	Display Only (pulled from created/updated Case)	Yes	The amount to be billed for the case.
Expected	Display Only (pulled from created/updated Case)	Yes	The amount expected for reimbursement on the case.
Errors	Display Only (pulled from created/updated Case)	No	Indicates number of errors on the case. Number displays in red. Note: Field displays as blank if an error check has not been run on the case.

Button Descriptions

Button	Shortcut Keys	Description	Step-By-Step Guides

Button	Shortcut Keys	Description	Step-By-Step Guides
Search	[Alt] + [S]	To find a case.	Click Search. The Search Criteria window opens. Enter search criteria. Click OK.
Update	[Alt] + [U]	To modify a case.	Updating Cases
Submit	[Alt] + [B]	To submit a case(s).	From the Charge Batches/Cases tab select the case/cases to be submitted. Click Submit. The Submit Charge Batch window opens. Proceed with Submitting Charge Batches. Multiple cases can be selected for submission by holding the CTRL key and selecting the necessary unsubmitted cases.
Print	[Alt] + [P]	To generate a report of all cases displayed on the Charge Batches/Cases tab.	From the Charge Batches/Cases tab, click Print. The Case List report opens. Use the report toolbar to preview, save, or print the report. Click the in the upper right corner of the report to close it.