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.
- Demographics: Link to modify Patient Dashboard demographics.
- HL7 messages: Electronic messages from HL7 interface.
- Dashboard Controls: This allows you to configure your screen and save it.

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