Batch Listing Report

The Batch Listing report can be manually generated from the Batch Posting window by right-clicking on a transaction batch and selecting Print from the menu. The report is automatically generated when a transaction batch is posted.

The Batch Listing report lists transactions sorted by type (adjustments, payments and refunds), batch group information, batch number, batch date, batch description, and batch item. Totals are for Transaction Amount for each transaction type, with a grand total for the batch.

The columns are type, batch number, date, and description, process date, transaction date, Encounter, Account or Invoice number and indicator ( V = Encounter, A = Account, I = Invoice, B = Budget), Patient/Employer/Guarantor name, transaction code, transaction amount, payer name, tracking description, and batch item number.

The report can be filtered on transaction type, process date, transaction amount and tracking description.