Batch Creation

Create a new batch or edit information in an open batch. A batch is one or more claims associated with a funding source.

• Information entered in the Batch Creation form is compared to information entered in claims processing forms.
• Claims can be edited in an open batch.
• The number of claims and the total billed amount must balance in order to close a batch.
• After a batch is closed it cannot be opened.

1. Go to: myAvatar MSO > Claims Processing > Batch Creation.
2. In the Select Batch screen, enter the batch name and choose Select Batch Name.
3. The Batch Not Found dialog displays, click Ok.
4. If a batch is not found, select New.
   Result: The Auto Assign dialog displays.
5. Select the appropriate option:

• Yes - generate a batch number
• No - display the ID Number dialog and enter an ID number

6. The Batch Status displays:

• Active - the batch is open
• Closed - the batch is closed
• Pending - the batch contains services that are pending approval

7. For Batch Created By, enter the person's name who created the batch, and select.
8. Select the Funding Source.
9. For Date Claims Received, enter the batch creation date.
10. For Batch Name/Description, enter the batch name.
    Note: Use uppercase for the first letter of the name.
11. To close the batch:

• Total entries must equal the total number of claims in the batch
• Total dollar amount must equal the total dollar amount entered in a claims processing form

12. For Total Entries, enter the total number of entries to include in the batch.
13. For Total Charges, enter the total charge of claims in the batch.
14. The Batch Origin displays where the batch was created.
    Note: Batches created with the Batch Creation form display 'myAvatar MSO'.
15. Select Submit.

► SQL Table

• SYSTEM.batch_current_data

► Registry Settings

• Default Date Claims Received
• Enable Update/Review Potential Liability Dist. Command Buttons
• Include Batch Type for Aggregation of Claims