Encounter Dashboard Overview
Encounter Dashboard Overview
Access the Encounter Dashboard
- Select the Encounter Number link on the Patient Dashboard, or
- Enter an e + Encounter number (e12345) in the Navigation Shortcut box.
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
- Tags: Tags can be added to an Encounter for better functionality when working Charges.
- Actions: This panel contains action buttons that are Encounter Specific.
- Charge: Information for this Encounters Charges
- Procedures: List of all Procedures on this Encounter with Modifiers, Diagnosis Links, and Charge Amount for each Procedure Line Item.
- Claim Attachments Panel:
- 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
- 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
- Policy Breakdown: This panel shows
- The Insurance Profile for this Encounter
- Claim Status
- Balance for the Insurance and Patient
- Validations: Contains Validation Warnings from Incomplete Charges, Charge Management Rules, or Local Edits.
- Notes: Billing, Alerts, or Header notes.
- These are similar to the Notes on the Patient Dashboard, except the Encounter notes pertain specifically to the Encounter.
- Demographics: Link to edit Patient Dashboard demographics.
- HL7 messages: Electronic messages from HL7 interface.
- 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
Actions Panel
Charge Panel
Procedure Panel
Encounter Balance Panel
Policy Breakdown Panel
Validations Panel
Notes Panel
HL7 Message Panel
Dashboard Controls Panel
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. Guarantor Panel Modify: Select to Edit this Guarantor's Information. This is not used for adding a new Guarantor. ...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 ...Tags Overview
Tags Overview The goal of Tags is to replace the need for Encounter Custom Claim Statuses which will give better access and functionality when working Charges. One of the key advantages of using Tags is that multiple tags can be attached to an ...