How to Access and Review Batch Claims in Olari?

Accessing Batch Records

1. Log in to the Olari program using your authorized credentials.
2. If user has billing access, they will see the Billing tab in the top navigation menu.
3. From the Billing tab, select “Batch Manager” from the dropdown menu.

Filtering and Locating Batch Records

1. Upon entering the Batch Manager section, the Date of Service is automatically set to the past 30 days.
2. User may:
   • Adjust the date filter to expand or narrow the range.
   • Use the search bar to locate a batch by Clearinghouse ID.

Reviewing a Batch Record

1. Once the desired batch is located, click the Batch Date in the left-hand column to open it.
2. A list of all Claims attached to the Batch Record will appear.
   • Additional columns (view only):
     • Type
     • Clearinghouse ID
     • Number of Claims
     • Error Message
     • Status
3. From the Claims in Batch list, user can:
   • Click the Claim Number to review individual claim details.
   • Click the Client Name to open the individual client’s account.
   • View the Claim Status for each listed claim.
   • Click to view the JSON submission for technical details.