These are Charges that have not been completed to send to the Payer. They are created by:

• Charges that have been sent from your Chart Documentation System;
• Charges that are Imported with the Import Tool; or
• Charges that have been made Incomplete by a User.

These Charges need to be reviewed, modified if necessary, and completed in order to send Claims to the Payers.

Incomplete Charge Review Screen

The Incomplete Charge Review screen allows Users to review ALL Incomplete Charges on one screen.

• Individual and Multiple Encounters can be reviewed and completed efficiently on the single-view screen.
• When the Charge(s) is completed, the Incomplete Status is updated automatically to Ready for Submission.
• Encounters can be merged and marked as completed in one step.
• The Interactive screen uses drill-down and hover-over capabilities to navigate to other areas in the System or to view additional information.
• Filters allow you to review groups of similar Charges and/or errors.
• The columns on the Charge Review table can be customized.

• Columns can be selected dependent on the information that your Users need to see.

• Errors are highlighted in red.
• Errors are also listed in the Validations panel on the Encounter Dashboard.

• The Post Date is Mandatory Error will always display for Charges coming from the Chart Documentation or that have been imported.

• The Validation will resolve automatically after attaching to a Reference Batch and completing the Incomplete Charge.

• All Validation Errors on the Encounter Dashboard will clear after the corrections to the Charge(s) are made.

System Setting Activation

This feature can be activated or deactivated in Charges System Settings. (Admin > System Settings > Charges >  CODINGREVIEW)

 It is important that you have a basic understanding of Charge posting and Reference Batches before using Incomplete Charge Review.

Access the Incomplete Charge Review Screen

The Incomplete Charge Review can be accessed in two places:

1. Under the Encounters by Status panel (found on the Claims Dashboard and on the Home Dashboard if pinned), select the Incomplete number link.

The Code Review System Setting must be activated to access the Incomplete Charge Review from this screen.

2. On the Charge Dashboard, select Review on the Incomplete Charges panel.

Incomplete Charge Review Screen

 Pin the Encounters by Status panel to your Home Dashboard for easy accessibility.

Hover-over Fields

There are multiple "Hover-over" fields where you can see additional information for that item.

• Note icon in the Patient column: View notes and alerts that have been added to the Patient Dashboard.
• Insurance: View Insurance: Address, Phone #, Type, Payer ID, CFI, Plan, Copay, Policy #, Group #, Eligibility Status, Eligibility Date, & Modified by.

• Billing and Rendering IDs: View the full name of the Provider.
• Facility ID: View the name of the Facility.
• Complete button: If the checkbox is grayed out, hover over the Complete button to see the reason it cannot be completed.
• Tags: View additional Tag information.
• Copay: View Receipt number, Received Date, Received Amount, and Copay Amount.
• CPT, Modifier, and Diagnosis: View full description.

Hover-over Examples

Hover-over Copay to view Receipt details, including the Note.

Patient Notes and Insurance Hover-overs

Global Days

Select Columns for the Incomplete Charge Review

Links/Modify Icon to Other Screens

The links and Modify Icons can be used to access other screens associated with the Charge. 

• The Patient link displays the Patient Dashboard
• The Encounter link displays the Patient's Encounter Dashboard.

• The Modify Icon beside the Encounter number opens the Modify Charge screen.

• Copay:

• The Receipt link displays the unopened Receipt.

• Multiple link: indicates that there is more than one Receipt for this DOS. If it is selected, you have the option to select a Receipt.

• The Modify Icon beside the Receipt link opens the Modify Receipt screen where changes can be made.
• This is typically an admin function and can be restricted to other Users.

• Authorizations and Cases links:

• A: links directly to the Authorization panel.
• C: Displays the Case Dashboard.

• Duplicate Encounter

• The double page icon designates a possible duplicate Encounter.

• The line will be highlighted in red.

• Trash Receptacle: Option to delete a duplicate Encounter.

Tags on the Incomplete Charge Review Screen

Tags are viewable on the Incomplete Charge Review Charges.

• The Tag Filters can be used to report specific Tags and Tag Attributes including or excluding Resolved Tags.

Add System Setting: Bypass Validation Warning

This setting controls what happens during Incomplete Charge review when there is a Copay on a Self-Pay service.

• By definition, Self-Pay services do not have Copays, which would indicate an error

• Either the visit should not be self-pay, or the Receipt should not have been flagged as a Copay.
• By default the System will display a Validation Warning.

• To bypass the Validation Warning when the Encounter is Self-Pay, add this System Setting: Payments > COMPLETESELFCOPAY > Y. The default is No (---).

Learn More

Incomplete Charge Review Overview

Select the Relevant Columns

Incomplete Charges: Filtering Criteria

Incomplete Charge Exceptions

Complete the Charges for Billing