Batch Setup

Encounters are entered in Batches. How you choose to group Encounters into Batches will depend on a number of factors. The simplest way to do it is to just have one Batch for a day’s Encounters. However, it may be more practical to group them by category, location, provider, biller, etc.

Perform the following steps to set up an Encounter Batch:

1. From the Transactions menu on the left side of the screen, select Encounters.

A list of Encounter Batches will appear, as shown below.

2. Click New.

An Encounter Batch screen will appear, as shown below.

3. Fill in the necessary fields.
   • Description: Enter a description with adequate detail to easily differentiate from other Batches.
   • Prac Site: Populate this field only if the Practice Site will be the same for all Encounters in the batch (will save a step during individual Encounter entry by defaulting to this selection).
   • Posting Period: Select the appropriate period from the drop-down, based on Date of Service for the Encounters to be included in the Batch.
4. Save.

The system will assign a Batch ID, and it will appear as a row on the Encounter Batches list. It is now ready for Encounters to be added.