Encounter ID
The encounter identifier used to link medical records, claims, and billing activity for a single visit.
Status
This status reflects the case’s progress within the current billing stage only (e.g. EOB Reconciliation). It applies to the task assigned to the selected assignee in this tab.
When the assignee completes the task, the case will be marked complete for this stage, but this does not mean the entire claim has been fully processed.
Key Actions
Use these actions to manage the claim:
Recheck Warnings
Recheck the claim to confirm all issues have been resolved before submission.
Defer
Defer the case to be worked on at a later time.
Print
Print the CMS-1500 form.
Message
Send a message about this specific encounter to a member of your team.
Sync
Sync the encounter information with your Practice Portal.
Remove
Remove the claim from the current queue.
Key Information
This section highlights key patient information, including the patient’s name, Billing Account ID, EHR ID, primary and secondary payers, provider, date of service, and the assignee currently responsible for the case.
Service/Claim/Notes
This side tab provides additional context and detailed information to help you better understand and manage the case.
Service
View service-related details such as surgeries performed, physician notes, clinical documentation from the EHR, operative notes, hospital consult notes, other chart notes, the facility code and name, and the hospital admission date.
Claim
Review key claim information and actions, including submission dates, submission method, and other claim-related details.
Notes
Add notes about the case and document actions taken to keep your team aligned and informed.
Warning Message
Cases in EOB Reconciliation may display a Warning message, indicating that additional review or action is required. The warning message provides details about the potential issue that needs attention.
To learn more about different warnings and errors you may encounter in a claim, please read Warning and Error Messages for Claim Review.
Patient Information
In this section, you can view and manage patient information, including the patient’s name, date of birth, address, and insurance details.
Encounter Information
In this section, you can view and manage encounter-related information, including the date of service, claim submission method, resubmission code, original payer claim ID, facility name and code, hospital admission and discharge dates, service facility NPI, Box 19 notes, prior authorization number, rendering provider.
Charges
In this section, you can view and manage the charges to be filed on the claim, including procedure codes and modifiers, units, and the associated diagnosis codes.
Payment Summary
In this section, you can view payment breakdown including write-offs, and other related insurance details.
EOB
Displays the EOBs associated with this case.
EOB for Inactive Payer
Displays any EOBs linked to inactive payers.
Submit
Click Submit when you’re finished working on the case to close out the task.