This article explains 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 unbatched claims 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, the Status of the claim, and the Payor(s) from the list. Click the Go 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 Select Action drop-down list, in place of the other filters. 
  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.