Encounter Dashboard
Encounter Balance Panel
Encounter Balance Panel The Encounter Balance panel shows a high-level breakdown of the Encounter balance by Insurance, Patient, and Collections. Balance Panel links: Cases, Receipts, ERAs, Post Payment, Post Copay, Post Adjustment, Mass Write Off, ...
Encounter Dashboard Overview
Encounter Dashboard Overview Access the Encounter Dashboard Select the Encounter Number link on the Patient Dashboard, or Enter an e + Encounter number (e12345) in the Navigation Shortcut box. You can go to the Patient Dashboard from the Encounter ...
Actions Panel
Actions Panel on the Encounter Dashboard Action Buttons on the Encounter Dashboard Modify: Edit the Charge details Change Status: Change the Status of the Encounter/Claim. Print Claim: Print or Preview the paper claim (HCFA/UB) for this Encounter. To ...
Encounter Dashboard (Table of Contents)
Contents Encounter Dashboard Overview Actions Panel: Encounter Charge Panel: Encounter Procedures Panel: Encounter Balance Panel: Encounter Policy Breakdown Panel: Encounter Validations Panel: Encounter Notes Panel: Encounter Demographics Panel: ...
Dashboard Controls: Encounter
Select Save Current View to maintain the latest changes made to the screen. Learn More: Dashboard Controls
HL7 Message: Encounter
The HL7 message on the Encounter Dashboard is the electronic version of your charges created in the PM System from your Clinical Documentation. Your Incomplete Charges are created from this information.
Demographics Panel: Encounters
The Encounter Demographics screen provides basic demographic information, such as name, address, DOB, and phone numbers. From the Encounter Demographic Panel, you have access to: Edit: Patient Demographic Edit screen Forms: Run and Print Forms, such ...
Validations Panel: Encounter
The Validations Panel displays warnings, errors, and missing information on the Encounter. If the error or warning is due to a User created Charge Management Rule, the Rule number link can be used to edit the Rule (Permission controlled). If the ...
Notes Panel: Encounter
Encounter Notes can be added on the Encounter Dashboard in the Notes Panel. Types of Notes The Types of Notes are the same for Patient Notes and Encounter Notes. Add a Note Select Add in the Notes Panel, or select Notes and then select Add. Add a ...
Procedures Panel: Encounter
Procedures Panel Features (No changes can be made from this panel) Line Number Billable: Green checkmark = Yes; Red X = No DOS From & To Facility Rendering POS: Place of Service CPT® Code Description: Procedure Description Modifiers: M1, M2, M3, M4 ...
Policy Breakdown Panel: Encounter
Policy Breakdown Panel Links (Encounter Specific) Access to Add/Modify Insurance Policy is controlled by User Permissions. Insurance Management: Add a new Insurance Profile or make a change to an existing Insurance Profile. Claim History: View Claim ...
Charge Panel: Encounter
Charge Panel Links HCFA Fields Additional information can be added to the boxes on the HCFA. Manually enter the additional information in the box where you want it to print on the HCFA paper Claim. If additional information is added in the HCFA ...