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
-
On the Libraries
screen, select the Claim Status
button.
-
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
-
On the Libraries
screen, select the
Claim Status
button.
-
Select the Add
button to create a new Status.
-
Enter a Claim Status Code: Abbreviated version of the Description.
-
Enter a Description.
-
Expected Response (Days): Do not show Encounters on the Encounters by Status
panel until the specified amount of days has passed.
-
Available in Charge Entry: Select the checkbox to make available during Charge Entry.
-
Mass Write Off: Select to make this code available on the Mass Write Off function.
-
Hold Remit: Select to place an ERA Remit on Hold.
-
Display: Choose where you want this Claim Status Displayed.
-
Background Color: Choose the background color for this Claim Status.
-
Text Color: Choose the text color for this Claim Status.
-
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.
-
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
-
Select
EPX.
-
In the
Expected Response (Days)
field, enter the approximate number of days that it will take the Secondary to pay after the Primary pays.
-
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.
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