Release Notes February 2025

Navigate All Encounters Report

• Hover over the Analytics icon and click Encounters. The All Encounters report page opens.
  1. Search: Click to search for specific report data.
  2. Refresh Data: Click to refresh the report data.
  3. Table Filters: By default, all encounters 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.
  4. Table Configuration: Click to adjust the table density (e.g., Compact, Standard, Comfortable) and/or manage the table columns to hide/show a column.
  5. Table Actions: Click to export the report to CSV or Excel, create a new report, or to save or delete a customized report.
  6. 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 count (size), 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.
  7. 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 Charge Capture, click the Encounter ID.
     • To open and view the Patient Facesheet, click the Patient Name.

Navigate to All Encounters Report

• On the top menu bar, click Analytics > Encounters > All Encounters. The All Encounters report displays.

Include Document with Claim

1. Create or edit an encounter that requires the supporting documentation. Then, select the Documents tab. The documents list displays.
2. Click the appropriate option to add the document to the Encounter record. If the document was previously added to the Encounter record and is already listed, review the Include Existing Encounter Document section of the Electronic Claim Attachments help article.
   Note: Supporting documents for electronic claims must be in PDF or TIFF format.
   • To select a document that is already uploaded and stored under Documents, click Browse Existing.
   • To add a new document file from the computer, click Upload New.
   • To add a new document using the scanner, click Scan.
     Note: In order to use the scanning feature, the scanner must be TWAIN compliant. For more information, visit the TWAIN website.