Encounter Dashboard Overview

Encounter Dashboard Overview

Access the Encounter Dashboard


You can go to the Patient Dashboard from the Encounter Dashboard by selecting the Patient Number or the Patient Name in the Title Bar.


Panels on the Encounter Dashboard

  1. Tags: Tags can be added to an Encounter for better functionality when working Charges.
  1. Actions: This panel contains action buttons that are Encounter Specific.
  2. Charge: Information for this Encounters Charges
  3. Procedures: List of all Procedures on this Encounter with Modifiers, Diagnosis Links, and Charge Amount for each Procedure Line Item.
  4. Claim Attachments Panel:
  5. Balance: This panel shows:
  • The Insurance, Patient, and Collection Balances which are Encounter specific.
  • Responsible Party: This shows where the responsibility for payment lies with Aging.
  • Policy Breakdown: This panel shows
  • The Insurance Profile for this Encounter
  • Claim Status
  • Balance for the Insurance and Patient
  1. Transaction Details: Shows the charges plus any transactions that have been posted, such as Payments, Adjustments, and Patient Responsibility.
  • Each line item can be expanded to see the details

  1. Policy Breakdown: This panel shows
  • The Insurance Profile for this Encounter
  • Claim Status
  • Balance for the Insurance and Patient
  1. Validations: Contains Validation Warnings from Incomplete Charges, Charge Management Rules, or Local Edits.
  2. Notes: Billing, Alerts, or Header notes.
  1. Demographics: Link to modify Patient Dashboard demographics.
  2. HL7 messages: Electronic messages from HL7 interface.
  3. Dashboard Controls: This allows you to configure your screen and save it.



How do I know if a Statement has been sent for an Encounter?


Learn More

Encounter Actions Panel

Encounter Charge Panel

Encounter Procedure Panel

Encounter Balance Panel

Encounter Policy Breakdown Panel

Encounter Validations Panel

Encounter Notes Panel

Encounter HL7 Message Panel

Dashboard Controls Panel



    • Related Articles

    • Guarantor Dashboard Overview

      Guarantor Dashboard Overview The Guarantor Dashboard is accessed by selecting the Guarantor's Name in the Guarantor Panel on the Patient Dashboard or from the Find Patient/Guarantor screen. The Guarantor is the person or entity who is responsible for ...

    • ERA Posting Overview

      ERA Access on the Payment Dashboard All Loaded ERAs are viewable from the Payment Dashboard in the Electronic Remittance Advice - Loaded panel. From this screen, you can navigate to the ERA File Dashboard or the ERA Remit Items screen by selecting ...

    • Patient Dashboard Overview

      Patient Dashboard Select the Patients link on the Left Side Menu to navigate to the Find Patient/Guarantor screen. Use the Patient Lookup Filter Criteria to find a patient. Select the Patient ID to navigate to the Patient Dashboard. Register a new ...

    • Patient Dashboard: Balance Panel

      Balance Panel Features Navigation Links Post Charge Opens the Post Charge screen to add a new Charge for the Patient. ERAs Shows the number of ERAs, and the link opens the existing ERA List that is associated with the Patient. Cases Shows the number ...

    • Statements/Invoices Overview

      Statements/Invoices Overview Statement and Invoice Profiles must be set up before Statements can be sent. Statements and Invoices must be set up separately. Both require Proofs to be approved. Statement Profiles Setup Statement/Invoice Test Batch and ...