Encounter Balance Panel

The Encounter Balance panel shows a high-level breakdown of the Encounter balance by Insurance, Patient, and Collections.

• Balance Panel links: Cases, Receipts, ERAs, Post Payment, Post Copay, Post Adjustment, Mass Write Off, Post Refund, and Payment History.

• High Level breakdown of Total Balances for each entity.

• Insurance
• Employer
• Patient
• Collection

• Responsible Party: Balances for all Responsible Parties with aging breakdown.
• Conditional Checkbox Options: These options only display when there are associated specific actions.

• Include Non-Significant Transactions

• Transactions that are not marked as significant in the Transaction Code Library are hidden on the Encounter Dashboard, which makes the display more readable.
• You can opt to see these by selecting the checkbox to Include Non-Significant Transactions.

• Include Notes

• These are notes that display when certain actions are taken, such as doing an Undo or Redo on Transactions or doing a Mass Write-off.

• These are hidden unless Include Notes is checked.

Encounter Section

Line Item Charges and Transaction Totals

The Encounter section shows all Charges, Payments, Adjustments, Undo/Redo Transactions, Write-Offs, and Insurance & Patient Balances for each Charge Line Item.

Each Line reflects these columns:

• Line #: Each Procedure Line has a number and is the way that the Charge Lines display on the claim.
• DOS: Date of Service of the Line Item Charge
• CPT: Procedure Code for the Charge
• Charge: Amount of the Charge Line Item
• ALWD: When the Insurance Payment is posted, this column will auto-fill with the posted Allowed Amount.
• CO: The column reflects Contractual Adjustments that have been manually posted or auto-posted by an ERA.
• OA: These are other Adjustments and Write-Offs that have been made that are not CO Adjustments.
• Ins Paid: The amount the Insurance paid on each Charge Line Item.
• Pat Paid: The amount the Patient has paid on each Charge Line Item.
• Ins Bal: The Insurance Balance for each Charge Line.
• Pat Bal: The Patient Balance for each Charge Line.

Detailed Transactions

By default, a Total line is displayed for each Procedure Code. To view more detail, use the Plus Icon.

• Select the Plus symbol (+) in the first column to expand the CPT lines to show all associated transaction details.

• The top Plus icon opens all Line Items
• The Plus icon on each Line Item opens that Line Item only.

Details

• Posted Date
• Receipt number
• Transaction number
• Insurance/Employer
• Role: 1 = Primary, 2 = Secondary, 3 = Tertiary, P = Patient
• Code: This is the Transaction Code used to post the Payment or Adjustment.

• Most frequently used: CO codes (Contractual Obligation, such as CO45); ALWD (Allowed), IP (Insurance Payment); PP (Patient Payment); PR Codes (Patient Responsibility, such as PR1)

• Description: Transaction Description
• Amount of Transaction
• User ID of the User that posted the Transaction
• Batch/Period: Reference Batch number
• Balance for each Transaction line.

Posted Date Hover-Over: The date the Receipt is entered may be different from the actual date the Transaction was posted.

Undo Posting

• Posted Payments can be undone by using the Undo Posting button.

Learn More

• Encounter Dashboard Overview
• Actions Panel
• Charge Panel
• Encounter Balance Panel
• Policy Breakdown Panel
• Procedure Panel
• Encounter Notes Panel