- Tagged Encounters Dashboard
- Encounter Dashboard
- Patient Dashboard (Balance Panel)
- Note: Tags that appear on the Patient Dashboard in the Balance Panel are Encounter Tags.
- Encounters by Status List
- Worklists
Tagged Encounters Dashboard
Pin the Tagged Encounters panel to your Home Dashboard for quick access.
Tags can be attached and resolved from the Tagged Encounters Dashboard.
- Claims > Tagged Encounters
- Or, select the number on one of the lines (Aging or Total Number).
- Use the Filter Criteria to report on specific Tags.
- Select the Columns button to display the relevant information.
- Select Run.
- Select the Save icon to save your Filter Criteria and Columns.
- Use the Copy button to copy the Saved Filter Criteria and Columns to another User.
Tagged Encounters Dashboard: Attach or Resolve Tags
Using the results of your Filter Criteria, you can Attach or Resolve one or multiple Tags. Tags cannot be deleted from the Tagged Encounters Dashboard.
- Select an Encounter number to work one Encounter.
- Select multiple checkboxes to work more than one Encounter simultaneously.
- Use the top checkbox to choose all Encounters that are listed.
- Use the Attach/Resolve Tags button to work specific Encounter Tags.
Encounter Dashboard
Tags can be Attached, Resolved, or Deleted from the Encounter Dashboard.
Encounter Dashboard: Attach Tags
- On the top left of the Encounter Dashboard, use the Tag lookup icon to choose a Tag.
- Select the Chain Link icon to attach the Tag to the Encounter.
- More than one Tag can be selected before closing the Tags screen. Additional Tags can be added later.
- The attached Tags will be visible on the Encounter Dashboard and the Modify Charge screen.
- Select the R button to include/exclude Resolved Tags.
- Select the History link to access the Encounter's Tag History.
Encounter Dashboard: Resolve or Delete Tags
There are two ways to Resolve or Delete Tags from an Encounter.
Method 1
- Select the dropdown on the Tag.
- Select Resolve or Delete.
- This is controlled by a User Permission.
- Enter a Reason.
- Select Save [F2].
Method 2
- Select the lookup icon.
- Select the checkbox(es) next to the Tag(s) that will be Resolved or Deleted.
- Select Resolve Selected Tags or Delete Selected Tags.
- Enter a Reason.
- Select Save [F2].
Patient Dashboard
Encounter Tags in the Balance Panel on the Patient Dashboard can be Attached or Resolved.
- Select Attach/Resolve Tags in the Actions dropdown.
- Select the checkbox(es) next to the Encounter(s) that the Tag(s) will be Attached or Resolved from.
- Select Apply.
- Complete the pop-up to Attach or Resolve Tags.
- Attach Tags: Use the lookup icon to select the Tags.
- Resolve Tags: Use the checkboxes to select the Tags and enter a Reason.
- Select Save [F2].
Encounter by Status List
- Claims > Encounters by Status
- On the Encounters by Status List, use the Tag Criteria Filters to pull specific Tags.
- Tags: Multiple Tags can be selected
- Tag Attributes: HC, HS, HG, or INC
- Resolved Tags: Exclude or include Resolved Tags
- Select an Encounter number to work the Tag.
- Change the Status of Claims by selectng the checkboxes to the left of the Insurance Column.
- Select the Change Status button and choose a new Claim Status.
- Add Encounters to a Worklist by selecting the Add button in the Tasks column.
Worklists
This is the same as working a Task on Worklist.
Before completing the Worklist Task, ensure that the Tag has been resolved on the Encounter.
Incomplete Charge Review
- Tags are viewable on the Incomplete Charge Review screen.
- The Tag Filters can be used to report specific Tags and Tag Attributes including or excluding Resolved Tags.
Interactive Aging
- Total By: If Tag is chosen, all active Tags will display.
- Other available Tag Criteria:
- Tags: Specific Tags can be chosen.
- Tag Attributes: Specific Tag Attributes can be chosen.
- Resolved Tags: Excluded, Included, or Only.