Step 8. Review the Encounter (Pre-Claim)

Once the patient is checked out, they will appear in the Billing tab -> Encounter (Pre-Claim)

On this screen, you get a lot of information:

• Green - Case - The case that was selected inside the slot
• Yellow - EMR Documents - Number of approved documents for this appointment
• Purple - Rendering Provider - Provider for the claim
• Red - Co-Pay/Co-Ins/Auth - Associated with the Case in the slot
• Blue - Send Method - How this claim will be submitted

BLUE- Encounter Number - How to enter the encounter to Approve

Click on the hyperlink of the Encounter number and you will get a new screen regarding the patient's appointment. This is a checks and balances area to make sure everything is linked corrected on the claim.If you scroll down, you will be able to see the CPT codes and patient information.

UPDATE: You now have the ability to directly click onto the CPT line to adjust the Diagnosis Codes 1 - 4 and the Modifiers 1 - 4. 

If everything looks good, you can approve the claim in 2 ways.

Change the Status at the top to Approve and Apply Changes

Click on the Approve and Next button