Editing Batch Payment Details
Batch Details can be edited when:
- Batch has been Saved but it is within 15 days of the Save date,
- Batch is not in Awaiting Processing,
- Batch status is On Hold, or
- Batch has errors
So for any batches saved, you can still edit payment details for 15 days. After that time has elapsed, the batch is locked. Your batch proof amount can be adjusted if you click on batch and Edit batch proof in the top left corner of the batch.
Note: Batches don't have to be released, but this is an extra step that users can take to ensure additional transactions are not posted into the batches incorrectly. Once you edit the batch proof amount, you can release the batch.
Resolve Batch/Payment Awaiting Processing Error
How to find the awaiting processing batch: 1. From the claim transaction detail screen, click on the Transaction that is bold with Awaiting Processing Error(s) message 2. Click the "Go To Payment" button in the top right corner - this will take you ...
How to Edit Batch Proof
Go to batch: Payments > Payment Application > Batch > enter batch id number and Refresh > Select Batch to open > Batch > Edit Batch Proof Edit the amount field and click OK:
How do I delete a payment or batch that has been posted?
It appears that the batch has been posted successfully. Because all transactions saved remain in the software for auditing purposes, a transaction/batch can not be deleted. In this case, you would need to reverse the transactions in the Billing ...
How can I delete a batch that only has a batch proof but no posting against the batch?
A batch, once created, cannot be deleted. It can be re-used, go ahead and post an EOB manually and then after the payments are saved, click on Batch in the top left corner and select "Edit Batch Proof," and change to the correct value. Enter a new ...
SmartPay Payment Plans
When a Smartpay customer has set up a payment plan in the eCashiering system, it will appear as a recurring payment. If you would like the payment plan details and balance to appear on the patient's statements, run the custom report "Payment Plans ...