Navigate Unapproved Encounters Report
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Updated: 07/22/2026 | Views: 278
AI Claim Review enabled practices can also access the Unapproved Encounters report that lists the denial risk level and probability allowing billers to quickly identify and prioritize encounters that require further review. To access the All Encounters report in the web platform, review Navigate Unapproved Encounters Report.
Note: This feature is included with Tebra's AI Billing Assistant. For more information, contact your Sales Representative or Account Manager.
Navigate to Unapproved Encounters Report
- Click Analytics > Encounters > Unapproved Encounters. The Unapproved Encounters report opens.
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Navigate Unapproved Encounters Report
The Unapproved Encounters report includes unapproved encounters created in the Desktop Application (PM) and charges created and sent from the web application. The report can also be customized to include specific data and how the data displays.
Note: Customization of the report does not automatically save. Once a user closes the report, the default report view displays when the report is opened again. To save the customization, use the Save As option under Table Actions to save the report as a new customized report.
- Search: Click the search icon to search for specific report data.
- Refresh Data: Click the refresh icon to refresh the report data as necessary.
- Table Filters: By default, encounters with a Draft, Review, or Rejected status within the past seven days display.
- To filter by specific criteria, click the filter icon and add the appropriate filter(s) (e.g., Patient Name, Encounter Status, Rendering Provider).
- To remove a filter, click X.
- Table Configuration: Click the gear icon to adjust the table density (e.g., Compact, Standard, Comfortable) and/or manage the table columns to hide/show a column.
- Table Actions: Click to export the report to CSV or Excel, or to save as a new customized report.
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- Columns: Customize the report to only display specific columns and in the preferred order. Available options depend on the column data.
Note: Data grouping and aggregation does not save when creating a new report.
- To reorder the columns, click the column header then drag and drop in the preferred order.
- To sort by ascending or descending, hover over the column header and click the arrow.
- To sort more than one column, hold down the Shift key on the keyboard and click to select the column(s).
- To sort, unsort, hide or manage columns, hover over the column header and click the more options icon.
- To group all records by a specific column, hover over the column header and click the more options icon. Then, select Group by (column name).
Note: Once applied, an additional column displays with the grouping.
- To aggregate a column by size (count), sum, average, etc., hover over the column header and click the more options icon. Then, select the appropriate option from the Aggregation drop-down menu.
Note: Once applied, values display at the footer of the report table and at the group level when grouping data.
- Encounter Summary: Displays information such as the Risk Level and Denial Probability to help prioritize encounters that need additional review. Scroll as necessary to view more information.
- To view the Procedure Details, click the arrow on the left of the encounter ID number to expand.
- To open, update, and complete the Encounter record as necessary, click the Encounter ID.
- To open and view the Patient record, click the Patient Name.
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