Encounter Dashboard
Encounter Policy Breakdown Panel
Access to Add/Modify Insurance Policy is controlled by User Permissions. Policy Breakdown Panel Links (Encounter Specific) Insurance/Employer Management: Add a new Insurance Profile or make a change to an existing Insurance Profile. Claim History: ...
Encounter Notes Panel
Encounter Notes Panel Encounter Notes can be added on the Encounter Dashboard in the Notes Panel. Types of Notes Alert: An alert displays as a pop-up on the selected screen that must be closed to proceed. Billing Note: A Billing Note displays in the ...
Encounter Task Panel
Release 4.8 Tasks can be added to the Encounter Dashboard in the Tasks panel. Add a Task In the Tasks Panel on the Encounter Dashboard, select Add. Add the Task Criteria. Select Save [F2]. View Resolved Tasks Select the Include Resolved Tasks ...
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 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 ...
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: ...
Encounter Dashboard Controls
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.
Encounter Demographics Panel
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 ...
Encounter Validations Panel
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 ...
Encounter Procedures Panel
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 ...
Encounter Charge Panel
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 ...