Encounter Dashboard Overview

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. TagsTags 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 edit Patient Dashboard demographics.
  2. HL7 messages: Electronic messages from HL7 interface.
  3. Dashboard Controls: This allows you to configure your screen and save it.



    • Related Articles

    • Guarantor Dashboard Overview

      The Guarantor Dashboard is accessed from the Guarantor Panel on the Patient Dashboard or from the Find Patient/Guarantor screen. The Guarantor is the person who is responsible for Payment, and the person who will receive the Statement. Guarantor ...
    • 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 ...
    • 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 ...
    • Encounter Notes Panel

      Encounter Notes Panel Encounter Notes can be added on the Encounter Dashboard in the Notes Panel. Types of Notes Alert: An alert displays as a pop-up on the selected screen that must be closed to proceed. Billing Note: A Billing Note displays in the ...