Tag Workflows: Attach, Resolve, Delete

Tag Workflows: Attach, Resolve, Delete

Tags can be worked from several areas in the System.

  • 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.

  1. Claims > Tagged Encounters
  • Or, select the number on one of the lines (Aging or Total Number).
  1. Use the Filter Criteria to report on specific Tags.
  2. Select the Columns button to display the relevant information.
  3. Select Run.
  4. Select the Save icon to save your Filter Criteria and Columns.
  5. 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.

  1. Select an Encounter number to work one Encounter.
  2. Select multiple checkboxes to work more than one Encounter simultaneously.
  • Use the top checkbox to choose all Encounters that are listed.
  1. 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

  1. On the top left of the Encounter Dashboard, use the Tag lookup icon to choose a Tag.

  1. 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.

  1. The attached Tags will be visible on the Encounter Dashboard and the Modify Charge screen.
  2. Select the R button to include/exclude Resolved Tags.
  3. 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

  1. Select the dropdown on the Tag.
  2. Select Resolve or Delete.
  • This is controlled by a User Permission.
  1. Enter a Reason.
  2. Select Save [F2].

Method 2

  1. Select the lookup icon.
  2. Select the checkbox(es) next to the Tag(s) that will be Resolved or Deleted.
  3. Select Resolve Selected Tags or Delete Selected Tags.
  4. Enter a Reason.
  5. Select Save [F2].

Patient Dashboard

Encounter Tags in the Balance Panel on the Patient Dashboard can be Attached or Resolved.

  1. Select Attach/Resolve Tags in the Actions dropdown.
  2. Select the checkbox(es) next to the Encounter(s) that the Tag(s) will be Attached or Resolved from.
  3. Select Apply.

  1. 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.
  1. Select Save [F2].

Encounter by Status List

  1. Claims > Encounters by Status

  1. 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
  1. Select an Encounter number to work the Tag.

  1. Change the Status of Claims by selectng the checkboxes to the left of the Insurance Column.
  2. Select the Change Status button and choose a new Claim Status.

  1. 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.



    • Related Articles

    • Tags Library

      Before using Tags, set up a Tag Library. Pre-planning will be helpful before the library is created. These are some things to consider.. How can Tags improve your workflow? Plan how you want your Tags to be handled in the workflow of your billing. If ...

    • Add/Modify/Attach a TPA

      A Third Party Administrator (TPA) is the entity that is responsible for the processing and payment of Claims. A TPA can be added as an Employer (IS TPA) or can be attached to an Employer (HAS TPA). Set the System Setting TPASTATEMENTSPLIT to Yes to ...

    • Tags Overview

      Tags Overview The goal of Tags is to replace the need for Encounter Custom Claim Statuses which will give better access and functionality when working Charges. One of the key advantages of using Tags is that multiple tags can be attached to an ...

    • Open, Close, Attach, Detach, and Archive a Reference Batch

      You may not be able to see all Reference Batches depending on the User's Permissions. A Reference Batch remains OPENED until you change the Status button to CLOSED. When finished reviewing the charges and payments, the Reference Batch should be ...

    • Attach Encounters to an ERA

      When ERAs are received, the Patient and Encounter number on the remit are matched to the Patient and Encounter in the system. When there is not a match or the account is 0, the remit and receipt are marked O (for Old system). If the Patient and ...