- 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.
![](https://support.pmhelpcenter.com/galleryDocuments/edbsnfcce1d377427024c53c38399301bb17d6831f9da2ca687bc8f49f1b73c46ab0ec1d3d369124d33685fe3ccc0961c1ede?inline=true)
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.
![](https://dxjhdfl8ofa1d.cloudfront.net/Tags/Tagged+Encounters+Workflow+attach-resolve1-3.png)
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.
![](https://dxjhdfl8ofa1d.cloudfront.net/Tags/Encounter+Dashboard+-+Attach+Tags+1.png)
- 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.
![](https://dxjhdfl8ofa1d.cloudfront.net/Tags/Encounter+Dashboard+-+Attach+Tags+2.png)
- 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].
![](https://support.pmhelpcenter.com/galleryDocuments/edbsn393dd2dc30e7271dd1eab30530be7a53746e085b6c47bc0e01f59d67a3dfda070d62183ff7eef7250212bc74e1489112?inline=true)
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].
![](https://support.pmhelpcenter.com/galleryDocuments/edbsndddf2a840edc795e72333295c661b33438ec69ffeea8c602793e07ac4773b0e781092b8a207fde18d82561ae306dea6b?inline=true)
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.
![](https://dxjhdfl8ofa1d.cloudfront.net/Tags/Attach+or+Resolve+Tags+Patient+Dashboard.png)
- 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].
![](https://dxjhdfl8ofa1d.cloudfront.net/Tags/Attach+or+Resolve+Tags+Patient+Dashboard+4-5.png)
Encounter by Status List
- Claims > Encounters by Status
![](https://support.pmhelpcenter.com/galleryDocuments/edbsna83b37bdab437fcd888d3eb4186b5621ba2f225b55ebac5073568a448d603a72bc1af635dbd2516a1dc443b8c36766d6?inline=true)
- 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.
![](https://support.pmhelpcenter.com/galleryDocuments/edbsn66dbe1de61af4624d285b47dcf992fb28e8cd33c402d7aeb6239e3934fd5f44f42c5cd60afd76b1199cafbd5f24ef88d?inline=true)
- 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.
![](https://support.pmhelpcenter.com/galleryDocuments/edbsndddf2a840edc795e72333295c661b3346dc9a1d46f7153017c184ca1a095f1384a8b357f56a3bc85d32f70821de3efff?inline=true)
- Add Encounters to a Worklist by selecting the Add button in the Tasks column.
![](https://support.pmhelpcenter.com/galleryDocuments/edbsndddf2a840edc795e72333295c661b334440c240e370a218146d9581645f53ea27c3ea25da30635de1eb83319c6693246?inline=true)
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 Charges.
- The Tag Filters can be used to report specific Tags and Tag Attributes including or excluding Resolved Tags.
![](https://support.pmhelpcenter.com/galleryDocuments/edbsn529c93eaff110ea6f188c3d0707f425ca68e188929a832aec4f99614ff42de20e98055724957594be37801902f670633?inline=true)
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.
![](https://support.pmhelpcenter.com/galleryDocuments/edbsnfcce1d377427024c53c38399301bb17d4a9262604b66e4327482e1a41b2eb2aa898b3784d960aa1c17301028f1762329?inline=true)