Encounter Balance Panel
The Encounter Balance panel shows a high-level breakdown of the Encounter balance by Insurance, Patient, and Collections.
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- High Level breakdown of Total Balances for each entity.
- Insurance
- Employer
- Patient
- Collection
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- 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.
- 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.
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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.
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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.
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Posted Date Hover-Over: The date the Receipt is entered may be different from the actual date the Transaction was posted.
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Undo Posting
- Posted Payments can be undone by using the Undo Posting button.
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