Customize the Encounter by Status Panel (Claim Status)

Customize the Encounter by Status Panel (Claim Status)

The Encounter by Status Panel can be customized by moving and/or adding Claim Statuses.

Change the Order of the Claim Statuses

  1. On the Libraries screen, select the Claim Status button.

  2. Change the order the Statuses appear in the Encounters by Status list by using the up/down arrows to drag and drop.

Claim Status Sections

  • Default: Shows by Default

  • Expanded: This shows when the Plus icon is selected.

  • Hidden: This shows when the Plus icon is selected and the checkbox to Include Hidden Statuses is selected.

Section Views on the Encounter by Status Panel

Default View

 

Default, Extended, and Hidden Status View

Add a Custom Claim Status

  1. On the Libraries screen, select the Claim Status button. 

  2. Select the Add button to create a new Status.

  3. Enter a Claim Status Code: Abbreviated version of the Description.

  4. Enter a Description.

  5. Expected Response (Days): Do not show Encounters on the Encounters by Status panel until the specified amount of days has passed.

  6. Available in Charge Entry: Select the checkbox to make available during Charge Entry.

  7. Mass Write Off: Select to make this code available on the Mass Write Off function.

  8. Hold Remit: Select to place an ERA Remit on Hold.

  9. Display: Choose where you want this Claim Status Displayed.

    • Default

    • Extended

    • Hidden

  10. Background Color: Choose the background color for this Claim Status.

  11. Text Color: Choose the text color for this Claim Status.

  12. Rebill Encounter: Select if you want the System to Rebill the claim automatically and Change the Claim Status to  Ready for Submission/Resubmission when modifying an Encounter with this Claim Status.

  13. Save [F2].

 



Customize the Crossed from Primary (EPX) Status

You may not want to see these Crossovers until the secondary has time to pay. Expected Response days can be added to the EPX Claim Status so that the claims that are a certain amount of days old will show on the Encounters by Status list.
Libraries > Claim Status

Expected Response Days

  1. Select EPX.

  1. In the Expected Response (Days) field, enter the approximate number of days that it will take the Secondary to pay after the Primary pays.
  2. Select Save [F2].

Place a Claim on Hold

To prevent a claim from transmitting, use Claim status, IPH (Hold), or create your own custom Claim Status. Do not use  IP03, IP04, or IP06 because these are transmission codes.

    • Related Articles

    • 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 ...

    • Custom Encounter Query (CEQ) Report

      The CEQ is a custom report/query tool that queries Encounter Data. Reports > Custom Encounter Query Build a Custom Encounter Query Filter Criteria: Add your filter criteria by clicking the Plus symbol beside "And". The filters you choose will ...

    • Charge/Claim FAQs

      Charge/Claim FAQs Attachments How do I indicate there is attached paperwork? Attending What is an Attending Physician? An Attending Physician is the one who is responsible for the overall care of a Patient in a hospital or clinical setting. When is ...

    • Encounter By Status List

      The Encounters by Status List can be run multiple ways. It can be used to change the Status of multiple Encounters in one step and to send Encounters to a Worklist. Claims > Claims Management Dashboard. Select the Encounters by Status Link. Use the ...

    • Map a Crossover Insurance To an Existing Insurance

      Map a Crossover Insurance to an Existing Insurance Insurance Mappings for Crossover Remits This applies to any Insurance where the Claim is a crossover to a secondary or tertiary Payer. Examples: Medicare and HSA plans. Insurance Plans that ...