Create Batch Header Records

You can use the Batch Maintenance window to create a batch header record to enter transactions.

You can create a batch header record to enter payments, refunds, and adjustments for transactions, and enter specific information for the batch, such as batch name, default date, and process date. Practices with each checkout clerk have a cash drawer. Practices can create a header record for every clerk for tracking their cash, credit cards, and other receipts.

You can add transactions to batches for encounters, accounts, invoices, and budgets in the Batch Maintenance window.

For example, you can create a header record for a Medicare check to update all of the patient records that appear on the remittance form.