Encounter Actions

Save as Draft

New encounters and encounters with a status of Review or Rejected can be saved as draft encounters. 

1. Create or edit an encounter. 
2. Click Save as Draft. The encounter is listed under the Draft tab of the Find Encounter window.
   Note: For practices using the Charge Capture feature, practices using an integrated EHR, or Kareo Clinical subscribers, the encounters created and transferred from the Kareo Platform or EHR are also listed under the Draft tab.

Save for Review

New encounters and encounters with a status of Draft or Rejected can be saved for Review.

1. Create or edit an encounter. 
2. Click Save for Review. The encounter is listed under the Review tab of the Find Encounter window.

Approve Encounter

New encounters and encounters with a status of Draft, Review, or Rejected can be approved.

1. Create or edit an encounter. 
2. Review the encounter for accuracy and completeness.
3. Click Approve. The encounter is listed under the Approved tab of the Find Encounter window.

Once an encounter is approved, one or more claims associated with the encounter are created and can be tracked. Each service line/procedure listed in an encounter creates a separate claim (e.g., three service lines/procedures in the encounter generates three Claim records that appear separately on the Find Claim window). 

Reject Encounter

Encounters with a status of Review can be rejected. 

1. Edit an encounter. 
2. Review the encounter for accuracy and completeness.
   • If corrections need to be made, it is recommended to add specific notes under the Office Notes section.
3. Click Reject. The encounter is listed under the Rejected tab of the Find Encounter window.

Bulk Encounter Action

Encounter actions can be done in bulk if necessary, but it is recommended to review each encounter individually to determine the next appropriate action. 

1. Find the encounters then drag to select them. 
2. Click Actions > Select Save as Draft, Save for Review, Approve, or Reject. The encounters are listed under the appropriate tab of the Find Encounter window.
   Note: The available action(s) for selection depend on the status of the encounters.