Tags Overview

Tags Overview

Tags Overview

The goal of Tags is to replace the need for Encounter Custom Claim Statuses which will give better access and functionality when working Charges.

  • One of the key advantages of using Tags is that multiple tags can be attached to an Encounter.
  • Access to Tags is controlled by the User’s permissions.

Tags

  • New Tags can be created by the user in the new Tag Library, or in the Tag lookup.
  • Multiple Tags on an Encounter can be Attached or Resolved in one step.
  • Tag Attributes can be used to Hold Statements, Hold Claims, and can be chosen as an Incomplete Charge Reason.
  • Tags are reportable on multiple Reports using the new Tag filters.
  • Resolved Tags are retained in the Tag History on each Encounter.
  • Encounters can be exported to an Encounter Worklist based on their Tags.
  • Background and font colors can be customized.
  • Tags are viewable on the Incomplete Charge Review screen, Encounters by Status List, and the Claims Submission Queue.
  • Tags are located on the upper left of the Encounter Dashboard and the Modify Charge screen and can be Resolved or Deleted from these screens.
  • Resolved Tags can be included or excluded by selecting exc res in the Tag field. (The “R” is visible only if there are Resolved Tags on the Encounter.)

Order of Tags

Tags with Attributes

  • INC
  • HG & HC & HS
  • HG & HC
  • HG & HS
  • HC
  • HC & HS
  • HS

Tags without Attributes

  • The order of Tags without Attributes is random.

Learn More






    • Related Articles

    • Tags Library

      Before using Tags, set up a Tag Library. Pre-planning will be helpful before the library is created. These are some things to consider.. How can Tags improve your workflow? Plan how you want your Tags to be handled in the workflow of your billing. If ...

    • Claims Management Dashboard

      Claims Management Dashboard Overview Claims can be manually batched and uploaded at any time, or the Job Scheduler can be used to automate the Claims batching and upload process at a pre-set day and time. Close the Reference Batches with Claims that ...

    • Claim Submission Queue

      Claim Submission Queue Clearinghouse Schedule for sending Claims to the Payers On most mornings, Claims that are Clearinghouse Accepted are batched and forwarded to the Payers at 10:00 AM. (This is not a guaranteed submission time.) If Claims batches ...

    • Encounters by Status Panel Overview (Claim Status)

      Encounters by Status Access the Encounters by Status panel on the Claims screen or the Home Dashboard if pinned. This panel is used for short-term Claims management. The Filters can be used to search for a specific Insurance, Facility, and Billing ...

    • Place a Statement on Hold

      There are times when you might want to put a Statement on Hold for one or more Encounters or never to send a Statement to a specific Patient/Guarantor. There are several ways that you can prevent a Statement from creating: Encounter Dashboard: Use a ...