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Close Batch

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Close a batch in order to create a voucher, or post payments.

myAvatar MSO > Claims Processing > Close Batch

If necessary, the following can be used to edit batch information before the batch is closed:

To close multiple batches at the same time, use the Close Multiple Batches form.

  1. In the Select Batch screen, search for and select the batch by name or ID.

  2. In the Close Batch field:

  • Select Yes to close the batch. Once a batch is closed it cannot be opened again.

  • Select No to leave the batch open.

  1. The Batch Status field displays the batch status:

  • Batches are created from services that are contained in another batch.
  • Active - the batch is open.
  • Closed - the batch is closed.
  • Pend - the batch is open and claims are pending approval.

  1. The Batch Created By field displays the user who created the batch.

  2. The Funding Source field displays the funding source associated with the batch.

  3. The Batch Origin field displays where the batch was created.

  • Batches created in Batch Creation will display as "Avatar MSO" in this field.

  1. The Date Claims Received field displays the batch creation date.

  2. The Batch Name/Description field displays the batch name.

  3. The Total Entries field displays the total number of claims defined for the batch in the Batch Creation form.

  • This value must equal the Total Entries Currently on Batch field to close the batch.
  • If these values do not match edit the value in the Batch Creation form (Total Entries field).

  1. The Total Charges field displays the total charge amount in the batch defined in the Batch Creation form.

  • This value must equal the Total Charges Currently on Batch field to close the batch.
  • If these values do not match the value can be edited in the Batch Creation form (Total Charges field).

  1. The Total Entries Currently On Batch field displays the number of claims in the batch.

  • If the value in this field is incorrect use the claims processing forms to edit claims in the batch.

  1. The Total Charges Currently On Batch field displays the total service in the batch.

  • If the value in this field is incorrect use the claims processing forms to edit claims in the batch.

  1. Click Submit.

 

► SQL Tables

  • SYSTEM.batch_claim_lvl_core
  • SYSTEM.batch_clm_svc_detail
  • SYSTEM.batch_current_data