FAQs

Batch Editor To get to the Batch Editor screen, go to File/Manager and double click on a batch that you would like to review. Double clicking your selected batch will automatically open the Batch Editor screen. Important items to review in Batch Editor: Status Button– If a batch needs to be edited and resent for any reason (i.e., it was previously rejected and needs a change), just click on the button that says Status at the bottom of the screen or the ellipsis button to the right of the status field near the top, and click on the drop down menu on the “View/Change Status” box that appears and change it to “Resend” and click ok. Report Button– The report button at the top right will give you the option to print a summary report or a detailed report for your batch. Transmit Button– This button will enable you to send out claims in your batch that are ready to send even though you still have a few with warnings that you need to work on. Clicking this button will separate the claims with the status of “ready to send” or “resend” to another batch that is clear to send. Preview EDI Button - We have conveniently added this button so that you can preview what your EDI file will look like once your batch is in the "Ready to send" status. Print Button - To print your claim onto a CMS or UB form that you have purchased (alignment charges may apply), use the "Print Preview" feature. To print the claim with an image of the CMS or UB form onto a blank piece of paper with colored ink, use the "Save as PDF Forms" feature. Remember to select one or more claim(s) prior to pressing the "Print" button. Status Column - This column will show you the specific claim's status. If the claim's file has been sent, it will even show you the outbound file control number that was assigned to the outbound file that was sent to your payer. This number is often referenced in the inbound files that you receive in your inbox from your receivers. Mailbox Column – It is best to double check this column to make sure that your claims are going into the correct mailbox before you generate your EDI outbound file.