Encounter/Visit FAQs

Encounter/Visit FAQs

Actions Panel

How do I Modify a Charge?
How do I transfer an Encounter Balance to a Patient?
How do I place an Encounter in Collections?
How do I adjust my System Settings to Split Procedures into separate Encounters?

Charge Panel

What do UB04 Fields, HCFA Fields, ANSI Fields, and the Change Log do?
How do I add Billing/Rendering Providers?

Add Billing/Rendering Providers


How do I add/modify Referring Providers/PCP?

Add/modify Referring Providers/PCP


How do I add/modify Service Facilities?
How do I find the NDC #?

Find the NDC #


Balance Panel

How do I post/apply an ERA?
What is the difference between a Receipt and a Payment?

Difference between a Receipt and a Payment?  


How do I post an Adjustment manually, such as a Patient Write-Off?

Post an Adjustment manually, such as a Patient Write-Off


Policy Breakdown Panel

How do I add a new Insurance?

Add a new Insurance 


How do I view an Encounter's Claim History?

View an Encounter's Claim History


What Claim History Filter Criteria options do I have?

Filter Criteria options in Encounter Claim History

  1. Party: Primary, Secondary, Tertiary, Patient
  2. Insurance: Patient's Payers and Patient
  3. Policy: Policy Number
  4. Status: Status of the Claim
  5. User: User batched the Claim

How do I use Timely Filing settings?

Timely Filing settings


How do I use the ANSI Submission History?

ANSI Submission History


How do I print an EOB for a Single Encounter from the Encounter Dashboard?

How do I resubmit a Fully Paid Claim to a new Primary Payer?

Resubmit a Fully Paid Claim to a new Primary Payer


Encounter/Visit

How do I find a Patient's Visits/Encounters?

Encounter Statement History

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