The Charge Batch is a unique identification used to track groups of charge transactions. Use the Charge Batch to quickly locate your entries on the Charge Journal or the Charge/Payment Combo Journal. You can use the Charge Batch as a sort criteria or as a limit value to print only the desired portion of the journal.
Also called: Batch Number, Batch ID
Tips:
To sort and print a journal by operator, enter the operator's initials as the Charge Batch.
Examples:
Clerk's Initials: KLH. You can use the Clerk's Initials to identify batches. Or, you can employ any meaningful identifier for your practice.
Batch/Period: 0512KLH. If your practice is set up for the Batch/Period Posting Feature, you must prefix the Charge Batch with the year and month. (More details below.)
You can use INSight's Batch/Period Posting Feature to maintain the integrity of month end processing, reporting, and balancing. If the Batch/Period Posting feature is active:
The Charge Batch must contain a period code (yymm format) in the first four of the seven available characters. The remaining 1-3 Charge Batch characters are user-defined, although you must include at least one character for identification.
Example: 0512KLH = indicates the batch for December of 2005 entered by the operator with initials KLH.
You can only enter the current yymm period code (if the ticket should be included in the current posting period), plus the 1-3 user-defined characters. Or, you can enter next month's yymm period code (if the ticket should not be part of the current posting period), plus 1-3 user-defined characters.
You are not allowed to enter any other type of entry.
The Batch/Period Posting Feature is controlled by INSight's .NPARAM Record.
Where-Maintained:
Charge Entry Preferences Maintenance controls the default value and how you edit the Charge Batch.
Preferences Tip: NDS recommends making the Batch setting and the Work setting both 3 - Edit & Save.
The Charge Entry Batch Entry Window allows you to change the default Charge Batch value, depending on the settings controlled by Charge Entry Preferences Maintenance. The value entered at the Batch Entry Window becomes the default for the transactions in the Work Window.
The Charge Entry Batch Identifiers Area allows you to change the Charge Batch value for an individual transaction, depending on the settings controlled by Charge Entry Preferences Maintenance.
Where-Used: Charge Journal, Charge/Payment Combo Journal
Format: up to 7 characters (XXX or yymmXXX), Required