The Payment Batch is a unique identification used to track groups of payment transactions entered during Charge Entry Quick Payment Entry. Use the Payment Batch to quickly locate your entries on the Payment Journal or the Charge/Payment Combo Journal. You can use the Payment Batch as a sorting criteria or as a limiting value to print only the desired portion of the journal.
Also called: Batch Number, Batch ID
Tips:
See also the Payment Entry Batch Number, which is a field with a similar purpose entered at the Payment Entry - Batch Entry Window.
Generally, you will enter the same value for the Payment Batch as you have for the Charge Batch. You can easily identify the payments you entered at the time of service.
To sort and print a journal by operator, enter the operator's initials as the Payment 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 Payment Batch must maintain a period code (yymm format) in the first four of the seven available characters. The remaining 1-3 Payment 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 Payment 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 Payment 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 Payment Batch value for an individual transaction, depending on the settings controlled by Charge Entry Preferences Maintenance.
Where-Used: Payment Journal, Charge/Payment Combo Journal
Format: up to 7 characters (XXX or yymmXXX), Required