Encounter Balance Panel

Encounter Balance Panel


Encounter Balance Panel


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

  • 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 ChargesPaymentsAdjustmentsUndo/Redo TransactionsWrite-Offs, and InsurancePatient 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
  • Role1 = 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






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