Identify unbatched invoices waiting to be processed
An unbatched invoice refers to an invoice that has been generated but has not yet been included in a batch for processing. This metric represents the number of eligible invoices waiting to be sent to Medicare or DVA.
Medicare batching refers to the process of submitting claims to Medicare in groups or batches for multiple patients or services. It also involves managing the payments, rejections, adjustments, and reimbursements related to Medicare claims.
Keeping up to date with Medicare batching in a medical practice is crucial for several reasons, as it directly affects the accuracy, efficiency, and financial health of the practice.
Practice managers can use this metric to
- Daily checks - Check each day to ensure batches have been submitted to Medicare/DVA. Medicare/DVA claims ideally should be promptly paid to help ensure timely reimbursement. Delays can affect payment reports and potentially practitioners' disbursements.
- Double check batching - You can use this metric to match the Invoice ID with your online claims, then batch and submit it accordingly.
- Identify a list of unbatched invoices - Identify a list of the following; unbatched invoices, outstanding invoices by practitioner and outstanding invoices by payer
To navigate to this metric go to Clinic Insights > Today's clinic metrics > Unbatched invoices
The sections included in this article are:
Understanding the metric and key components
The Unbatched Invoices metric represents the number of eligible invoices that have not yet been batched in your online claim to Medicare or DVA.
Unbatched invoices is broken down into graphs/tables via:
- Unbatched invoices by practitioner -This graph represents the number of unbatched invoices by the practitioner with a colour-coded breakdown of the number of days the invoice has been outstanding.
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Unbatched invoices by Payer -This chart shows the number of unbatched invoices by Payer. This is broken down into payer types. (i.e. Medicare, DVA, patient account).
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Unbatched invoices - When you click on the metric tile, the metric presents a detailed list of unbatched invoices. These are all invoices that the Practitioners have requested to bill directly to Medicare or DVA (i.e. bulk bill)
At the bottom of the page you will find the detailed lists of:
Unbatched invoices:
This list shows Invoice details, patient details, Payer, benefit amount and service count of those not yet batched to Medicare/DVA.
Using the metric in your practice
Practice managers can use this metric to:
1. Daily checks - Check each day to ensure batches have been submitted to Medicare/DVA. Medicare/DVA claims ideally should be promptly paid to help ensure timely reimbursement. Delays can affect payment reports and potentially practitioners' disbursements.
2. Double check batching - Practice managers can use this metric to match up the Invoice I.D with your online claiming, batch and then send to Medicare/DVA. This ensures the information being submitted is correct.
3. Identify a list of unbatched invoices - Identify a list of the following; unbatched invoices, outstanding invoices by practitioner and outstanding invoices by payer. You can review this list and action. You can also use your filters to break this down further by filtering down this information by Practitioner and by payer.
Additional resources and tools
For more information about outstanding rejections please see our knowledge base article on Outstanding rejections
You can download the list by clicking the download button 
on the top right-hand corner of the list and then provide this list to your reception team to process/batch them your PMS software.