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Kareo Help Center

Approve Encounter

Once an encounter is approved, the encounter is placed under the Approved tab of the Find Encounter window. In addition, one or more claims associated with the encounter are created and can be tracked using the Track Claim Status task (Encounters > Track Claim Status). Each procedure listed in an encounter creates a separate claim. For example, if three procedures were entered on an encounter, three separate claims will be created. All three claims will appear separately on the Find Claim window.

To approve an encounter

  1. Click Encounters > Find Encounter in the top menu.
  2. Click the Review tab to view a list of encounters ready for review and approval.
  3. Open an encounter by double-clicking on it.
  4. Review the encounter for accuracy and completeness.
  5. Click Approve.
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