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. CH Rejection). 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:
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.
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, the assignee currently responsible for the case, and the Order of Benefit
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 CH Rejection 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.
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, and rendering provider taxonomy.
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.
Procedure Code Description (Box 24 Notes)
In this section, you can enter descriptions for the selected procedure codes. You could also add NDC codes here.
Submit
Click Submit when you’re finished working on the case to close out the task.