Working Batches - Batch-level actions
In Billing Batches Management, take action on billing runs based on their status.
Go to Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management.
In the row for a billing run, select Actions and select an Operation option. The options vary depending on the billing run status. For example, a billing run with Pending Review status has these options:
| Operation | Description |
|---|---|
| Edit Billing Request |
Alter the billing run if necessary; in this case you have not sent to the funder or clearinghouse but for some reason want to reprocess, such as for lates services or a change in dates. Note: Never reprocess a billing run that has been sent to a funder or clearinghouse as you risk having mismatched claims when you receive payment remittance. There are other means of correcting and/or resubmitting claims to a funder when necessary. This would be the entire request, which may contain multiple batches. |
| View Billing Run | See a read-only view that displays information regarding billing run parameters. |
| Open Batch | View high-level information, generate output, mark a batch as sent, and so on. The options vary depending on the status. |
| Delete Billing Run |
Do not delete a billing run that has been sent to a funder or clearinghouse as you risk having mismatched claims when you receive payment remittance. There are other means of correcting and/or resubmitting claims to a funder. You cannot delete a billing run for batches correlated to a close month. To delete a billing run for an unclosed month, select Unmark Sent and select Delete at the individual batch level. |
|
Delete Request |
Delete the entire request, included all associated batches. |
In the row for a billing run, select Actions and select Open Batch. The Claim/Invoice Batch form displays batch information:
- Log Information - Shows high-level information
- Receiver
- Submitter
- Billing Provider
- Control Number
- Date Run
- Transaction Month Posted To
- Batch Totals
- Total # of Claims
- Total # Claims Held
- Total # Claims Submitted
- Total Agency - the agency rate equivalent
- Total Charged - amount being sent
- Total Expected amount you expect
- Invoice Totals
- Total # Invoices
- Total Amount
- AR Output Information - Indicates when output was created.
- Sending/Posting Information - Indicates when Mark Sent.
- Functional Acknowledgement Outcome - Displays a 997/999 import file for optional viewing.
- Eligibility (271) - Displays a 271 import file if processing a 270/271 for eligibility.
In the row for a billing run, select Actions and select a Status option:
| Status | Description |
|---|---|
| Reprocess |
Mark the billing run for reprocessing; you might do this if you changed information when editing a billing request. Note: Never reprocess a billing run that has been sent to a funder or clearinghouse as you risk having mismatched claims when you receive payment remittance. There are other means of correcting and/or resubmitting claims to a funder when necessary. |
| Mark Reviewed | Indicate the billing run has been reviewed. This is the next logical step after you review the file and are ready to submit it for processing. |
| Mark Pending Review | Place a reviewed item back in a pending review status. |
| Mark Final |
Mark the batch as final and manually release any claims that were held for not meeting the unit threshold. |
| Mark Final and Reprocess | Mark the batch for reprocessing as though it was a finalized billing run. |
In the row for a billing run, select Actions and select an Output option to produce EDI or paper output.
The outputs listed are based on the receiver setup. You can generate output as many times as you want without affecting the batch.
Note: The Outputs area is where the RevConnect integration feature is triggered. If you have the Netsmart clearinghouse you can seamlessly send and receive EDI from within myInsight.