Skilled Nursing Facilities

Batches Overview

You can use various BATCHES as part of the PointClickCare Accounts Receivable.

BATCHES are accessed from the BILLING screen selection on the Admin module. The Billing screen consists of several sections, references to the OPEN BILLING BATCHES appear in the middle of the window.

There are 3 different types of batches:

  1. Ancillary batches capture miscellaneous charges for services or expenses beyond the normal accommodation charge. They may also be used to load initial AR Balance Forward.

  2. Cash Receipt batches used when funds (cash, cheque, credit card or direct transfers) are put into the bank.

  3. Pre-Authorized Payment batches system created batches created on behalf of your PAP participants, usually occurring one time a month.

  1. While in the ADMIN module, depending on the Security access you have, select Billing from the menu. Ancillary, Cash Receipt & Pre-Authorized Payment batches appear (in the middle section of the screen). The bracketed number to the right of each type represents a counter of the number of OPEN (unposted) batches on file.

  2. To access a batch of any type, click the link description.

  • Batches can be accessed from the main Billing screen as above, or from the Billing Batch List screen which appears after selecting any of the listed types above.

  • You must have a security role with appropriate rights to see Billing screen and select any of the batch types for maintenance, creation or posting. The (delivered) "Admin (User)" role provides that access. See your local Security Administrator if you require changes to your Security privileges.