Encounters can only be deleted if no claim is linked to them. If a claim is linked, the encounter must be settled instead.
We'll start with the process for deleting unbilled encounters.
Delete an unbilled encounter
Click Unbilled Encounters.
Under the Unbilled / Review tab or the Ready to Send tab, click the Encounter Number.
On the Encounter screen, scroll to the bottom left and click Delete.
If the encounter is parked, go to the Parked tab and click on the Encounter Number.
On the Encounter screen, scroll to the bottom left and click Delete.
Settle an encounter
If you don't see a delete button, the encounter cannot be deleted because a claim has been attached. If the encounter and claim were created in error, the encounter can be settled. This can be done by navigating to either the Encounters > Ready to Send tab or the Claim > To Send Electronic tab.
Start by clicking the Encounter Number.
Remove the Charges from the line items, then click Save.
A pop-up will appear indicating that the charge entered for some procedures is $0. Click Yes to proceed.
Click View Claims to cancel the claim. If the claim is resolved, the claim won't be considered in the AR calculation.
Click the Cancel Icon.
A pop-up Confirmation will appear. Click Yes, then click Close.
Click Settle Encounter. Another popup will appear asking do you want to settle the encounter, click Yes.
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