Navigate to the Encounters Screen

Click on Encounters in the navigation bar. The Encounters tab consists of different types of encounters:UnbilledBilledReady to be sentAll unbilled encounters will flow from the Electronic Health Record.


Click on Encounters in the navigation bar.

 The Encounters tab consists of different types of encounters:

  • Unbilled

  • Billed

  • Ready to be sent

All unbilled encounters will flow from the Electronic Health Record.

 

Select or Create an Encounter


You can either select an encounter icon in the Unbilled tab or select New Encounter to create the encounter manually.

 
When selecting New Encounter, search for a particular patient.


When selecting New Encounter, search for a particular patient.

 
Enter the date of service, including place of service, provider, diagnosis codes, CPT codes, and other encounter details. You can also click the Copy last encounter checkbox (located underneath the patient name) to quickly populate the encounter d…


Enter the date of service, including place of service, provider, diagnosis codes, CPT codes, and other encounter details.

You can also click the Copy last encounter checkbox (located underneath the patient name) to quickly populate the encounter details from the patient's previous encounter.

Once you have completed the information, the next step is to finalize and send the claim.

If you choose to select an Existing Encounter, the information that was released from the EHR will appear. The encounter can be edited and saved prior to submitting a claim.

 

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