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.
Any claims/invoices which are not to be processed through clearing house or difference clearing houses/methods should not be mixed together.
Selection of pending services
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.
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.
Generate batch button
To create a batch, select payors/patients and click on the ‘Generate Batch’ button. The system will assign a unique ID to the batch, making it easy to track and manage.
This button stays ‘greyed out’ until you select the patient/payers to be added in the batch.
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.
