Monthly Invoiced Batch Exceptions

Purpose: EI Data System Users can access the EI – Monthly Invoice Batch Exceptions report to view activities that are “kicked out” of the monthly invoice batch that runs midnight on the 3^rd of each month. The activities listed have an exception reason displayed in the Exception column. The activity status cannot update to Invoiced until fixed.

Batch Exception Errors and Examples in the EI Data System

Batch Exception Error:

Errors for Activity with Id a0g############A: 1. Service Catalog is not part of the related IFSP - Affected Field: N/A

Steps to resolve:

1. Click on the corresponding Utilization and

2. If the Service Plan field is blank, update with the Service Plan Element to match the Service Plan corresponding to the date of the Utilization/Activity

Batch Exception Error:

Errors for Activity with Id a0gKY############JYAS:  Required Date of Denial - Affected Field: Date_of_Denial__c

Errors for Activity with Id a0gKY000#########JYAS:  Required Medicaid Denial - Affected Field: OEC_Medicaid_Denial...

Steps to resolve:

1. If a child is Medicaid Enrolled (indicated on Client Contact under Contact Details and on the Client Case under Insurance Information section of the Details tab) and a Medicaid Denial is on file, check the Medicaid Denial checkbox and enter the Date of Denial by using the pop-up calendar.

2. Reference the Billing for Medicaid Enrolled knowledge article for additional instructions to update these Activities so that the activities can be paid at the next invoicing run.

Batch Exception Error:

Errors for Activity with Id a0gKY0000#######AW: EI: SLP Stipend can only be billed for children with Medicaid Enrollment. - Affected Field: N/A

Steps to resolve:

1. If child is Medicaid enrolled, ensure Medicaid ID is populate on the Client Contact and that Medicaid Enrolled = Yes on the Client Case under Insurance Information section.

Batch Exception Error:

Could not update Activity__c Id: a0gPo00#########1IAF: Activity__c could not be updated: Details: Value does not exist or does not match filter criteria.

FIELD_CUSTOM_VALIDATION_EXCEPTION ()

Steps to resolve:

1. Confirm that the Service Status of Service Provider on Activity AND Associated Service Plan Element = Active

2. The associated EI CCB Staffs Record must meet the following criteria:

   1. Status = Active

   2. Attest Status = Complete

   3. Rate is NOT= Null

Batch Exception Error

An Invoice Line Item was not created for Activity ACT-2####7 because it is not a service coordination fee, and Amount, Rate or Time Units is not correctly populated.

Steps to resolve:

1. Please reference the Allocation Assignment Details of the associated Activity as well as the EIST Process Guide for instructions related to billing for clients who are Trust Eligible.