Encounters by Status Report

Encounters by Status Report

Encounters by Status Report


The Encounters by Status Report is useful for seeing the Status Encounters are in currently and historically with a breakdown of Statuses at the end.

The report will return a maximum of 100,000 Encounters. If your result set is going to be more than 100,000, you will want to use a smaller date range.


Landscape Mode gives the best output to avoid wrapping lines.

Run by

  1. Date Type
  • Post Date
  • DOS
  • Moved to Status
  1. Date Span
  • Date Range or a more specific selection, such as previous week
  • The Date will auto-populate.
  1. From/To: If Date Range is selected, enter the From and To dates.

Multi-Select Fields

  1. Insurance or Insurance Reporting Group
  2. Responsibility: Select from the dropdown
  • All, Primary, Secondary, Tertiary, Patient
  1.  Payer ID: Multi-Select field
  2. Facility or Facility Reporting Group
  3. Billing/Rendering or Provider Reporting Group
  4. Referring Provider or Referring Provider Reporting Group
  5. CPT or Procedure Reporting Group
  6. Patient ID
  7. User
  • When filtering by User, the report only shows the status of the responsible party that the User touched.
  • All responsible statuses are not included
  • Includes Historical Statuses
  1. Claim Status
  2. Tags

Other Criteria

  1. Resolved Tags: Include, Exclude, or Only
  • Exclude: Shows Resolved Tags with the Tags column being blank
  • Include: Shows the same list as Exclude but shows Resolved in the Tags column.
  1. Rejection Message: Enter a Rejection Message (one word or multiple words in the rejection message).
  2. Include Rejections Messages: Select the checkbox to include the Rejection Messages on the report.
  3. Include Historical Statuses
  • When selected, this option will include all Encounters that have ever been in the Status(es) being reported.
  • If this option is not selected, the report will only return Encounters that are currently in the reported Status(es).
  1. Sort By:
  • Patient/Encounter/Date
  • Date
  1. Output As: PDF, CSV, or Spreadsheet
  2. Orientation: Landscape is the best option for this report to avoid the wrapping of columns.
  3. Font Size: Medium is best
  4. Cover Page: Check to include a Cover Page.
  • Usually this is left unchecked.
  1. Footer Info: Check to include the Report Criteria.
  • Usually this is left unchecked. The Report Criteria can be seen in Recent Report History.
  1. Run: Select to run the Report.


Report Output

Why is the Encounter # and the Count # different In the summary at the end of the report?

An Encounter may have multiple Statuses, but the Encounter is only counted once.

Example 1: Encounter 8297 has a Primary, Secondary, and Patient as responsible parties.

  • The Encounter will only be counted once, but the Status Count will be:
  • Primary: IP03 (Ready for Submission): 1
  • Secondary and Patient: HCOB (Hold Coordination of Benefits): 2

Example 2: Patient 13297 has two Encounters that meet the filter criteria.

  • Encounter 8279
  • BCBS: FP (Finalized Paid)
  • Medicaid: IP03 (Ready for Submission)
  • Patient: NOBAL (No Balance)
  • Encounter 8277
  • BCBS: IP03 (Ready for Submission)
  • Medicaid: Hold for Coordination of Benefits
  • Patient: NOBAL (No Balance)

Summary

  • Finalized Paid (FP): Status Count 1, Encounters 1
  • Hold for Coordination of Benefits (HCOB): Status Count 1, Encounters 1
  • Ready for Submission (IP03): Status Count 2, Encounters 2
  • No Balance (NOBAL): Status Count 2, Encounters 2