Step by step video guide here:
The Financial Assignment filter on the Charges and Claims screen. Financial Assignment is how you can set up additional list page filters for the Charges/Claims screen that help with batching claims. There are many different ways but the most common for billing would be by adding specific programs as a way to separate out claims by contracted programs vs county programs. The set-up will be done by your system administrator.
- On the Charges/Claims screen, click the Financial Assignment drop-down menu and select the appropriate option for batching your claims.
- Click Apply Continue the claims process as normal.