Modify, Delete, or Merge Encounters on Incomplete Charges
Delete an Incomplete Charge
This action cannot be reversed.
Reasons for Deletions
- A duplicate Encounter was received.
- The Charge was created from your Clinical Documentation in error.
Deletion
- Click on the Encounter number on the Incomplete Charge Review screen.
- Select the Delete button.
- Enter a Reason.
- Click Save [F2].
Modify an Encounter/Incomplete Charge
- Click the Edit icon (pen and paper) to open the Modify Charge pop-up window.
- Make changes to the Charges.
- Select Save [F2].
Modify an Encounter from the Encounter Dashboard
- Click the Encounter number on the Charge Review screen.
- From the Encounter Dashboard, the charge can be modified, deleted, split, or added to the Worklist.
Change the Insurance on the Modify Charge Screen
If the Insurance field is not grayed out on the Modify Charge screen, it can be changed on this screen.
- When the Insurance is changed, a popup will display regarding a Fee change if different than the current fees.
- Select the OK button.
If the Insurance is grayed out, it will need to be changed in Insurance Management.
Fee Updates on the Modify Charge Screen
When updating an Insurance Profile on Encounters, a new panel for Fee Changes displays to the right of the selected Encounters. Columns for Current Fee and New Fee are displayed.
- Fees will update automatically when switching Insurance Profiles.
- This is for Primary insurance ONLY.
- If the Encounter is in a closed Period, the System will perform a Reverse for Modification automatically.
- A Validation Warning will display when the Change Profile is saved.
- Open Period: The following Encounters will have a Fee change.
- Closed Period: The following Encounters are in a Closed Period and will be Reversed for Modification in order to complete the Fee change. These Encounters will not be able to be accessed until this process is complete.
Merge Encounters
The Merge Button will not appear if the Split Encounters are in different Reporting Periods.
If there are two separate Incomplete Charges with the same Date of Service that belong on the same Encounter, the Encounters can be Merged.
- Select the checkbox beside each Encounter.
- Select the Merge button.
- Click Save and Continue on the pop-up Validation Warning.
After the Merge, the Incomplete Charge can be Completed.
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