How to Add or Edit a Batch Control Record

You add a batch control record to manage claim records in batches. You must add a batch control record before any claim records can be entered against it.

You edit a batch control record by updating the Document Total, Begin Document, End Document or Batch Status fields.

Batch Control Rules

• The Batch Date cannot be more than 14 days prior to the current date.
• The Julian date cannot be greater than the current Julian date.
• The Media Source for a new batch must be equal to 8-Exam Entry.
• The Batch Number must be between 0001 and 9999.
• The Begin Document number must be less than the End Document number.
• The Total Documents number for a batch is equal to the total number of claims within that batch.
• The Total Documents number is not greater than the difference between the End Document number and the Begin Document number.

Optionally, you can:

• Delete a batch control record that has no claims associated with it.

• View audit details. To retrieve audit information, close any open panels and, on the action bar, click Audit Log. To view the details for a particular record, click Audit.

• Reset your entries. To display the information on the page or panel as it appeared when you last clicked Save, click Reset.
• Cancel your entries. To close the page or panel without saving your changes, click Cancel.

To add or edit a batch control record

1. On the Claims menu, click Batch Control.
2. Do one of the following:
   • To add, on the Batch Control search page action bar, click Add Batch Control.
   • To edit, search for the batch you want to change.

3. On the Batch Control page, complete the fields.

   Note: When adding, use the information on the Batch Header Sheet attached to the claim records that require entry. When editing, only the Batch Status, Total Documents, and End Documents fields can be changed.

4. On the Batch Control action bar, click Save.

What's Next?

When you save a batch for the first time, the batch status of the record is set to Active. You can now add a claim record into the batch control record.

See Also

Batch Control Page

What Is Batch Control?

About Claims

Version as of 5/16/14.