This article applies to Motivity Practice Management. It explains how to group unbilled services into a batch for processing.
This article is most relevant to billers or those who may be helping their organization with billing
Introduction
Batches in Motivity are groups of claims that can be processed together for efficiency.
A batch can have claims from multiple payors. You can process it all in the same bundle as long as you are going to process it all together through the clearing house.
Prerequisites
To generate a batch, the access to the Billing Module must be turned on, as well as the "Generate Batch" and "Un-billed Services" Permissions
The Generate Batch and Un-billed Services permissions in Motivity Practice Management.
Generating a Batch
Hover over the Motivity icon on top left corner and click on the billing menu
(
) to access this pageThen click the first category on the left called "Un-billed Services"
The Un-billed Services page in the Billing module of Motivity Practice Management.
Users can filter services based on payers, funding sources, and date ranges. Once selected, you can create a batch that groups unbilled services for further processing. Only patients with unbilled services will be shown, ensuring focus on outstanding claims.
To generate a batch:
Choose a date range
By default, the date range shows the last 12 months, but users can adjust this to any desired range.
The date range selector on the Un-billed Services page in Motivity Practice Management.
Choose the unbilled services you would like to include in a batch
The funding sources, payors, and patients with unbilled services in Motivity Practice Management.
Clicking on a funding source expands the section to show you the payor (contract) names within it, further clicking on the payor name will show you the specific patient's names. You can select one or more patients & payors.
Click "Generate Batch"
This button stays 'greyed out' until you select the patient/payers to be added in the batch.
The greyed-out Generate Batch button in Motivity Practice Management before any patients or payors are selected.
Once the selections are made, this button is activated. You can click on it to proceed to the next step of viewing invoice/error data for the batch you just generated.
The activated Generate Batch button in Motivity Practice Management after selections are made.
A "batch" will be created that will show up in "unposted batches." The system will assign a unique ID to the batch, making it easy to track and manage.
Notes & Tips
Any claims/invoices which are not to be processed through clearing house or difference clearing houses/methods should not be mixed together.
Note that this list will only show you the patients with unbilled services. You will not see the patient's name here if there aren't any pending unbilled services within the date range you have selected.