Working Batches - Finance reports
In billing batches management, take action on a claim based on the claim status.
For a claim with 'Created' status, select Actions and choose to view claim information, view the submission, or hold the claim so it cannot be submitted.
For a claim with 'Held' status, select Actions and choose to view claim information, view the submission, or release the claim. By default the system lets you fix held claims so they can be included in the next billing run. See the myInsight Finance Setup Implementation Guide for more information.
Note: You do not have to take action on held claims prior to submitting non-held claims.
The 'Release' actions for held claims are related to Finance Routing. Review the Finance Routing workflow to familiarize yourself with the process.
| Action | Description |
|---|---|
| Release and Delete | Release and delete the held claim; qualifies the service the claim covers to be picked up in future billing runs |
| Release and Submit |
Release the held claim and include it in output. Decide whether to prevent timely filing and get a claim denial and work the claim later. If the batch was already submitted, the claim is removed from the batch and placed in the next billing run. |
| Release and Write Off | Write off a held claim that cannot be resolved. |
You can group claims and take the same action for all claims in the group by selecting Filter By and/or Group By sort options. For example, sorting claims by 'Status' groups claims as 'Created' or 'Held'. For the claim group with 'Created' status, you can select Actions and Hold Claim(s).
Another example would be to select Actions and Release and Delete for claims with 'Held' status.
