Using the Batch History

Use the batch history to view the batches of claims submitted, view batch details, and reopen claims within the batch. For information on searching for individual claims, go to Searching for Insurance Claims. This topic tells you how to use the batch history function, including how

  1. Open the Third Party Processing window. For more information on opening this window, go to Opening the Third Party Processing Window.
  2. Click the Batch History icon.
  3. Select a location from the Location drop-down menu, as needed.
  4. Select an electronic receiver from the Receivers drop-down menu.
  5. Type the beginning and ending dates in the Date Submitted fields.
  6. Click Search Batch History.

    Claim batches matching your search criteria are displayed.

  7. Click the Expand radio button to display the individual claims within the batches, or click the Collapse radio button to hide the individual claims.
  8. Click the + (plus) sign next to the date that you want to view.
  9. Select a batch from the list and click Batch Detail.

    The Batch Detail window opens and displays information about the batch of claims.

  10. To view more details about the claim, click View Data to view the data file that was sent to the receiver.

    OR

    Click View List to view and print a list of claims and charge amounts.

For information on reprocessing individual claims, go to To reprocess individual claims.
  1. Open the Third Party Processing window. For more information on opening this window, go to Opening the Third Party Processing Window.
  2. Click the Batch History icon.
  3. Select a location from the Location drop-down menu, as needed.
  4. Select an electronic receiver from the Receivers drop-down menu.
  5. Type the beginning and ending dates in the Date Submitted fields.
  6. Click Search Batch History.

    Claim batches matching your search criteria are displayed.

  7. Click the Expand radio button to display the individual claims within the batches, or click the Collapse radio button to hide the individual claims.
  8. Click the + (plus) sign next to the date that you want to view.
  9. Select a batch from the list and click Re-Open.
  10. Click Claims and search for open claims.

    The claims in the batch that you reopened appear in the list of open claims.

  11. Correct any errors or update the claim information as needed. For information correcting claim errors, go to Correcting Errors in Insurance Claims.

    As long as the claims remain open with no errors, the claim information will be exported to the electronic claim batch file.

In addition to the procedure above, watch this video for more information.