Working Batches - Claim and Invoice details

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Billing batches management displays a count of claims and held claims in a billing run after the run completes. These counts are hyperlinks.

Select the count hyperlink to see details about the claims or held claims in the billing run.

Header

In the header, select an action to take on a billing run, view a summary of billing run information, and select options for sorting claims in the billing run.

Billing run information includes:

Item	Description
Total Amount	Entire amount of the billing run
Amount	Amount of the billing run that can be submitted in output, less held claims
Held Amount	Amount of the billing run related to held claims, which cannot be included in output Note: You must either correct held claims before generating output to the funder or clearinghouse or skip the held claims as they will be picked up in a future billing run once fixed.
Bill From/Through	Date of service
Total Claims	Count of all claims
Submittable Claims	Count of claims that can be included in output, less held claims
Held Claims	Count of held claims
Filter By	Sort claims according to batch status: Created - claims produced in a billing run that have not been held or submitted Held - claims held that cannot be submitted Submitted - claims submitted; batch is marked as 'Sent' None - all claims regardless of batch status
Group By	Sort claims within the billing run: Payer - sort by the different payers Plan - sort by the plan/contract Client - sort by client name Procedure - sort by procedure code Held Reason - sort by reason being held Status - sort by claim status None - see all claims; sorted by claim number

Claim Details

Item	Description
Claim #	Select the link to view claim and claim submission information, including service information, general ledger, and so on.
Client Name	Select the link to view the client's information, including benefit assignments, enrollment, service information, diagnosis, and so on.
Date	The date of service, whether a single date or a date range
Payer	Payer
Plan	Plan or contract
Amount	Claim amount
Procedure	Procedure code
Units	Claim units
Balance	Balance of claim accounts receivable; value could change over time as you collect
Held Claim Reason	Reason or reasons for holding the claim
Status	Batch claim status