Actions Panel

Actions Panel

Actions Panel on the Encounter Dashboard

Action Buttons on the Encounter Dashboard

  • Modify: Edit the Charge details
  • Change Status: Change the Status of the Encounter/Claim.
  • Print Claim: Print or Preview the paper claim (HCFA/UB) for this Encounter.
  • To Collections: Move an Encounter to the Collections Status.
  • Re-Apply Patient Credit: Move a credit from one Encounter to another Encounter or line item.
  • ANSI Preview: Opens the Electronic Claim with Loops and Segments.



  • Forms: Print loaded Forms with Encounter data.
  • Reverse: Reverse for Modification or Deletion of the Encounter when it is in a closed period or in a previous month.
  • Balance Transfer: Transfer a balance from one party on the Insurance Profile to another party including transferring to the Patient.
  • Statement History: View/Reset the Dunning Count for Statements.
  • Split: Splits Procedures into separate Encounters. This is only visible when the System Setting is enabled.
  • Add to Worklist: Add an Encounter to a custom Worklist.
    • Use the Change Log to see if the Encounter has been on a Worklist previously.
  • Chart Documents: Only visible if activated.



Encounter Dashboard Statement History


  1. Change Dunning Count: The Dunning Count can be viewed and reset.
  2. Statement Tags are displayed.
  3. Most Recent is listed at the top.
  4. Batch Number is interactive.
  5. Date Batched
  6. Date it was Uploaded
  7. Guarantor: Person responsible for Payment

  1. Dunning/Statement Count
  2. Statement Amount owed
  3. Status:
  • Examples:
  • Not Batched
  • Created
  • Not Yet Mailed
  • Sent Notifications
  • Mailed
  1. Method: Cycle or Demand
  2. View the Statement using the Statement icon in the View column.
  3. Exceptions:
  • Tags and the Exception Reasons are displayed in the Exceptions column. Examples:
  • Tag Reason: Hold due to Guarantor Tag
  • Exceptions Reasons
  • Escrow or Credit
  • Removed by (User)
  • Guarantor[000] was sent less than 30 days ago (The amount of days depends on the Cycle Days you have set up.)
  • Deceased


Statement Exceptions and Statement Eligibility Date



Learn More






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