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

2. Date Span

• Date Range or a more specific selection, such as previous week
• The Date will auto-populate.

3. From/To: If Date Range is selected, enter the From and To dates.

Multi-Select Fields

4. Insurance or Insurance Reporting Group
5. Responsibility: Select from the dropdown

• All, Primary, Secondary, Tertiary, Patient

6.  Payer ID: Multi-Select field
7. Facility or Facility Reporting Group
8. Billing/Rendering or Provider Reporting Group
9. Referring Provider or Referring Provider Reporting Group
10. CPT or Procedure Reporting Group
11. Patient ID
12. 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

13. Claim Status
14. Tags

Other Criteria

15. 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.

16. Rejection Message: Enter a Rejection Message (one word or multiple words in the rejection message).
17. Include Rejections Messages: Select the checkbox to include the Rejection Messages on the report.
18. 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).

19. Sort By:

• Patient/Encounter/Date
• Date

20. Output As: PDF, CSV, or Spreadsheet
21. Orientation: Landscape is the best option for this report to avoid the wrapping of columns.
22. Font Size: Medium is best
23. Cover Page: Check to include a Cover Page.

• Usually this is left unchecked.

24. Footer Info: Check to include the Report Criteria.

• Usually this is left unchecked. The Report Criteria can be seen in Recent Report History.

25. 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