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