This article denotes on how to batch claim(s) in the Primary Billing Manager module.


  1. The generated claims can be accessed in the Primary Billing Manager option under the Billing tab in the left navigation.
  2. The claims that are not batch can be accessed in the Process Billing tab. Then, select the To Date and click the Generate button.
  3. Select the Payor Type from the list, select the Status of the claim, select the Payor(s) from the list, and click the Save button.
  4. All the generated claims in the system will be available in the data table.
  5. Select the claim(s) using the checkbox in the table to generate the Action options.
  6. Select the Generate Batch option from the list. Then, select the Generate Batch in the additional Action option and click the Save button. The claim(s) will be removed from the Process Billing module and the batch will appear in the Manage Billing module.