Splitting Encounters allows you to separate specified Procedure lines from one Encounter to a new Encounter.
This feature is available when entering or modifying a Charge and from the Encounter Dashboard.
- This is very useful for a split of UB/Institutional Procedures and Professional Procedures (ANSI/HCFA), Rural Healthcare (RHC), or Durable Medical Equipment (DME).
 
Activate Split Encounters
From Admin, choose System Default Settings > Charges > SPLIT

Split from the Add/Modify Charge Screen
- From the Encounter Dashboard, choose the Modify button.
 

- Select the checkboxes in the Procedure Lines panel for the Line Items you want to Split to another claim.
 - Click Save [F2].
 

- Validation Warning: A Validation popup will display the Procedure Lines that will be Split to an New Encounter.
 - Click Save & Continue.
 

The Split Charge screen will display.
- Modify the Split Charge(s) as necessary.
 
- You may need to change the Claim Type and/or the Insurance.
 - Save the screen.
 

Split from the Encounter Dashboard
- On the Encounter Dashboard of an Incomplete Charge, click the Split button.
 

- On the Encounter Dashboard of a Completed Charge,  click the Split button.
 

- Select the checkboxes on the Line Items to Split.
 - Click Save [F2].
 

- Validation Warning: Split Procedure Lines display.
 - Click Save & Continue.
 

The Split Encounter with the New Charges will display. Make the necessary changes on the Charge.
There will be a banner on the top of the Encounter Dashboard for each Encounter indicating that it is a Split Encounter and the associated Encounter number.

The Split is also recorded in the Change Log.
    
Merge Split Encounters
If an Encounter was split in error, use the Merge feature to "UnSplit" the 2 Encounters.
- Click Merge on the Encounter Dashboard of one of the Encounters that was Split.
 

- On the Merge Encounter screen popup, the Line items for each Encounter will display.
 - I Understand: Select the boxes indicating that you understand what this process will do.
 - Click Save [F2].
 

- The Modify Charge screen will display with the merged Line Items. Make any necessary changes.
 - Click Save [F2].
 

On the Pop-up Modify Charge screen, the Encounters will now be Merged back into one Encounter.
- Save the Modify Charge screen.
 
