Update Batches
An update batch is one bulk action worked through many records at once, such as checking 40 claims or assigning a day’s work items.
Who Can See It
Section titled “Who Can See It”The person who started it, and any Administrator.
Where It Starts
Section titled “Where It Starts”| Starts from | Actions |
|---|---|
| The selection bar on Claims, Patients or Rules | The action picked |
| The selection bar in a work queue | Assign, Move or Skip |
| A table import | Fee schedule prices, providers or insurance plans |
| A batch page | Resend Rejected Claims |
| Saving a Claim Review rule | Re-check of the affected claims |
It is listed on the Update Batches tab of Batches, numbered
UPB-, and opens for the person who started it and for any Administrator. A panel follows
the run while it goes; you can close it and the run keeps going. When it
finishes, one toast reports it: with View when nothing failed, and with
View Results when any record failed or was not run.
The page is titled for the action and the records, such as “Check claims”, with the run’s status beside it and who started it, when and on what beneath. Tiles count each outcome, and tabs list the records by outcome, each with its result and the reason.
| Run status | What it means |
|---|---|
| Queued | Waiting for the worker to pick it up |
| Running | Working through the records |
| Canceling… | A cancel was asked for, and the run is stopping |
| Done | Every record succeeded or was skipped |
| Finished With Failures | Every record was tried, and some failed |
| Canceled | Canceled part way. The records it had not reached read Not Run |
| Stopped | The run ended part way on an error, which the banner names. The records it had not reached read Not Run |
| Record outcome | What it means |
|---|---|
| Pending | Not reached yet |
| Succeeded | The action applied |
| Failed | The action was tried and refused, with the reason |
| Skipped | The action does not apply to this record, with the reason, such as a claim that is already Ready |
| Not Run | The run was canceled or stopped before reaching it |
| Action | What it does | When it is offered |
|---|---|---|
| Cancel Run | Asks the run to stop. Records it has not reached read Not Run | While the run is queued or running, for actions that can be canceled, to the person who started it and to Administrators |
| Download Failures | Downloads the failed and not-run records, with their reasons, as a CSV file | Once the run has ended with any |
| Retry N Failed | Starts a new run over the failed records only, and opens it. N is how many | Once the run has ended with failures, and only to the person who started it. It reads Retry N Not Done when records were not run, and takes those too. Never on an import run (“An import is retried by checking the file again.”) or on a rule-save Re-check, which starts again when a rule is saved |
| Open Batch | Opens the batch an export or print run filed its claims into | On a run that produced a batch |
A retried run links back with “Retry of” and the run it re-ran, which links forward with “Retried as”. A bulk run is canceled, retried and kept from this page.
Someone else’s run, opened from a link, shows This Batch Isn’t Available: “An update batch opens only for the person who started it and for administrators.”, with Go to Batches. An Administrator without the User role sees a claims or patients run but not the records in it.
A run interrupted by a restart picks up where it stopped. One interrupted three times ends Stopped with “The run was resumed 3 times and never finished, so it was ended.”
States
Section titled “States”- This Batch Isn’t Available - someone else’s run, opened from a link.
- Queued - the worker has not picked the run up yet; the page updates itself.