Navigate All Encounters Report

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Updated: 03/06/2025 | Views: 72

Increase practice productivity with the customizable All Encounters report. Quickly identify encounters that are ready for approval and which encounters require further review to avoid rejections and claim denials.

Note: To access the All Encounters report in the web platform, review Navigate All Encounters Report.

Navigate to All Encounters Report Click Analytics > Encounters > All Encounters. The All Encounters report opens.
Navigate All Encounters Report The All Encounters report can 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 Create New Report feature 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, all encounters within the past seven days display. Note: For practices that exceed the maximum number of total records for a report, it is recommended to add filters to effectively utilize the search, sort, group, aggregation, and export report features. 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, create a new report, or to save or delete a customized report.
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 encounter ID number, date of service, patient name, rendering provider, payer scenario, encounter status, etc. 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 and view the Encounter record, click the Encounter ID. To open and view the Patient record, click the Patient Name.