Encounters are at the core of all billing and clinical activity within RXNT. Each encounter represents the charges and services associated with a patient visit and serves as the foundation for the entire revenue cycle process.

Think of an encounter as the starting point for financial and claim-related activity:

Claims are generated from encounters once they’ve been reviewed and finalized.
Insurance and patient payments are applied directly to encounters to track outstanding balances and payment histories.
Patient statements are created based on encounter balances, ensuring accurate billing for both patients and payers.

In short, encounters link together the clinical documentation, billing workflow, and payment tracking, making them essential for maintaining accuracy, compliance, and efficiency across your practice’s operations.

Encounters tab overview

Click on Encounters in the top navigation bar.

All tabs and subtabs display a variety of columns to help you review encounter information. You can customize the grid by selecting or deselecting columns, apply filters and save them as favorites for quick access, and export the displayed data as a CSV or PDF. You can also switch the grid to Report Mode for an optimized reporting view.

The Encounters screen is organized into three primary tabs that reflect each stage of the billing workflow: Unbilled, Ready to Send, and Billed.

Unbilled – Displays encounters that are still being reviewed, validated, or corrected before claim submission.
Ready to Send – Contains finalized encounters that are ready to be submitted as claims.
Billed – Displays encounters that have been successfully submitted for billing.

The Unbilled tab is further divided into five subtabs to help organize encounters througout the pre-billing process:

Review – Displays encounters awaiting initial review and verification.
Parked – Displays encounters that have been temporarily placed on hold and are not yet ready for processing.
Scrubbing for Errors – Displays encounters currently undergoing claim scrubbing. While scrubbing is in progress, "Scrubbing claim" appears in the Message column and the encounter cannot be opened. If no issue are identified, the claim is automatically submitted or saved successfully. If problems are detected, the encounter is moved to Corrections Required.
Corrections Required – Displays encounters that have failed validation and require updates before they can proceed through the billing workflow.
System Errors - Displays encounters that could not be scrubbed due to a system error. Review the instructions in the System Message column to resolve the issue before processing can continue.

These tabs and subtabs provide a clear view of each encounter's status, helping staff efficiently review, validate, correct, and submit claims throughout the billing process.

For example, a newly created encounter typically begins in the Review subtab, where it can be verified for accuracy. If the encounter is temporarily placed on hold, it can be moved to Parked. Once the encounter is finalized, it undergoes claim scrubbing in Scrubbing for Errors. If validation issues are found, it moves to Corrections Required so the necessary updates can be made. If a system issue prevents scrubbing from completing, the encounter appears in System Errors until the issue is resolved. After successfully passing claim scrubbing, the encounter moves to Ready to Send for claim submission and, once submitted, appears in the Billed tab.

Unbilled tab options

The Unbilled tab includes several action options in the upper-right corner of the screen. The available options vary depending on the selected subtab.

Review

Available actions include Settle Encounter(s), Save Claims, Save/Send Claim(s), and Park Encounter(s).

Example: After reviewing an encounter, you can select Save/Send Claim(s) to submit the claim immediately or Park Encounter(s) to temporarily hold it for later review..

Parked

Available actions include Settle Encounter(s), Save/Send Claim(s), and Update Groups.

Example: Once a parked encounter is ready for processing, select Save/Send Claim(s) to submit the claim or Update Groups to assign the encounter to a different billing group if needed.

Scrubbing for Errors

The Scrubbing for Errors subtab includes the Cancel Send option.

Example: If you need to stop a claim while it is being scrubbed, select Cancel Send. This prevents the claim from being submitted until any necessary changes have been made.

Corrections Required

The Corrections Required subtab includes the Remove Checked option.

Example: After reviewing or resolving one or more encounters, select Remove Checked to remove the selected encounters from the list.

System Errors

The System Errors subtab includes the Save/Send Claim(s) option.

Example: After resolving the issue indicated in the System Message column, select Save/Send Claim(s) to resubmit the corrected claim for processing.

Understanding automatic date ranges

Unbilled / Ready to Send

The Unbilled and Ready to Send tabs automatically display encounters based on their current status. The Date From and Date To fields, located in the upper-left corner of the screen, are automatically populated based on your practice’s encounter activity to display the most relevant date range by default.

Because these tabs reflect real-time encounter activity, the date range updates automatically as encounters are created, updated, or moved through the billing workflow. The date fields cannot be manually edited.

Example: If your practice’s most recent encounter activity occurred between June 15th, 2025, and November 10, 2026, those dates will automatically populate in the date fields when you open the Unbilled or Ready to Send tab. As new encounters are added or existing encounters change status, the displayed date range automatically adjusts to reflect the latest activity.

Billed

The Billed tab displays encounters from the previous 31 days by default. Unlike the Unbilled and Ready to Send tabs, the date range in the Billed tab can be manually adjusted and locked to a specific timeframe within the available 31-day period.

You can also filter billed encounters based on different date types, including Service Date, Initial Billed Date, or Batch Date, allowing you to view billing activity based on the date most relevant to your workflow.

Example: If today’s date is July 31st, 2026, the Billed tab automatically displays encounters from June 30th, 2026, through July 31st, 2026. You can narrow the date range, such as viewing only encounters from July 1–10, 2026, and further filter the results to display encounters based on the Initial Billed Date.

Show deleted encounters

The Show Deleted option is available only in the Unbilled and Billed tabs. To include deleted encounters in your search results, select the Show Deleted checkbox.

When enabled, the system displays both active and deleted encounters. Deleted encounters are clearly identified with a Deleted status, allowing you to easily distinguish them from active records.

This option is useful for auditing, troubleshooting missing encounters, and reviewing encounter history to understand when and why an encounter was removed.

View an encounter

To view encounters from the Professional Encounter screen, select the appropriate tab and locate the encounter you want to review. Click the Encounter Number in the Encounter# column to open and view the encounter details.

Encounters released from Scheduling or the EHR can be reviewed, updated, and saved before being submitted as claims. This allows you to verify and modify information such as patient details, service information, diagnosis codes, and billing codes to help ensure the claim is accurate and complete before submission.

Create an encounter

Click New Encounter to create a new encounter.

The Patient Search screen opens, allowing you to locate an existing patient by entering their first name, last name, account number, MRN number, chart number, or claim number in the search field.

After entering the search criteria, click Search to display matching patient records. If the search returns a single matching patient, you will be taken directly to the Professional Encounter screen. If multiple patients match the search criteria, select the appropriate patient from the search results to continue creating the encounter.

Depending on your encounter preference settings, some fields may be automatically populated. If they are not, and the patient has previous encounters, you can select the Copy Last Encounter checkbox to automatically fill in the encounter details from their most recent visit. For instance, if you are creating a new encounter for Lillian Taylor and she had a previous visit last month, selecting Copy Last Encounter will automatically populate details such as the providers, place of service, diagnosis codes, procedure codes, and the case details.

If the patient has no previous encounters and no encounter preferences are configured, the encounter fields must be entered manually. Begin by entering the Date of Service, then select the Place of Service and Providers from their respective dropdown menus. If the patient has multiple cases, choose the correct one from the Case dropdown list. The Primary Insurance field will automatically display the payer associated with the selected case.

The location type is shown before the place of service name to help choose the correct location for the encounter. However, the location name will be sent without the location type prefix in the Service Facility Location details (Box 32) of the HCFA claim form. The location type will be in box 24B of the HCFA claim form

If you are billing for multiple dates of service for the same patient, enter the final (most recent) date of service in the Service To Date field to define the billing range. This ensures the claim accurately reflects the entire period of care provided.

If a Batch Date is required, typically used to group multiple encounters or claims processed together, enter the appropriate date in the Batch Date field.

If a Prior Authorization Number is required by the payer for the services rendered, ensure that the authorization has first been added to the patient’s case. Once the prior authorization is linked to the case, it will appear in the Prior Auth Number dropdown menu. Select the appropriate authorization from this list to associate it with the encounter. This step helps ensure the claim is billed correctly, reduces the risk of denials, and confirms that all charges are tied to the approved authorization.

The Accept Assignment field automatically populates based on the settings configured in the Payer screen, indicating whether the provider agrees to accept the payer’s approved amount as full payment for the services rendered. You can review this field to confirm that it reflects the correct billing arrangement for the selected payer.

If you have created a Procedure Macro, a predefined set of commonly used procedures, or a Fee Schedule that determines the service rates, select them from their respective dropdown menus. This helps streamline data entry, ensures consistency in coding, and applies the correct pricing to the encounter.

The Encounter ICD Type field specifies the diagnostic coding standard being used. By default, it is set to ICD-10, which is the current standard for most billing and clinical documentation. However, you can change this to ICD-9 if required for legacy claims or specific payer requirements.

If you are submitting additional documentation or supporting information with the claim, you must complete the Attached Report Type Code and Attached Transmission Code fields to specify the nature and method of the attachment.

The Attached Report Type Code identifies the type of document being submitted, such as an operative report, lab results, medical records, or an authorization letter. Selecting the correct code ensures the payer understands the nature of the supporting documentation included.
The Attached Transmission Code specifies how additional information is sent to the payer, such as electronically, by fax, or by mail. Selecting the correct transmission code is important to ensure the documentation is delivered properly and processed by the payer without delays.
Once the Attached Transmission Code is selected, the Identification Code (ACN) will automatically populate. This is a unique reference number used to track and link the attachment to the corresponding claim, ensuring the supporting documentation is properly associated with the billed service.

The Diagnosis section displays a list of diagnosis codes that have previously been used for the patient, allowing you to quickly select from existing codes without re-entering them. This helps maintain consistency and reduces the risk of errors when coding encounters. If the current claim requires more than four diagnosis codes, select the Show All Diagnoses in Claim checkbox. Selecting this option ensures that every diagnosis associated with the current encounter is displayed and included on the claim, allowing for complete and accurate billing.

On the CMS-1500 claim form, this linkage appears as follows:

Box 24E – Diagnosis Pointer: This box shows the letters (A, B, C, D) corresponding to the first four diagnosis codes entered. Each letter in Box 24E links the specific procedure on that line to the appropriate diagnosis code(s).
Box 21 – Diagnosis Codes: This box displays all diagnosis codes entered for the claim, including the first four codes linked to each line item. A maximum of 12 diagnosis codes can be submitted per claim..

To add line item charges, click the green (+) icon. Select the Default Expand checkbox to enter the date of service for each line item if you are billing for multiple dates of service. For example, when a patient receives multiple services or procedures on different days but the provider submits them together on a single claim. Then, check Units by Date to display the units for each date on the claim form.

Choose the appropriate CPT code from the Procedure/CPT Code dropdown menu. The dropdown will show only your saved favorite procedure codes.

When durable medical equipment (DME) codes, also known as E-codes, are added, additional fields become available within the line item’s folder icon, including Line Item Note, Product Number/SKU, Unit of Measure, and Drug Quantity/Item Quantity.

If modifiers are required, select them from the M1, M2, M3, and M4 dropdown menus. To link diagnosis codes from the Diagnosis section to the Dx A, Dx B, Dx C, or Dx D fields on the line items, check the Select All checkbox to highlight each line item, then click the Arrow next to each applicable diagnosis code. Diagnosis codes appear in the Diagnosis section only when:

A previous encounter has been created for the patient
The encounter was released from the EHR but not linked to a procedure code, or
The encounter was released from Scheduling.

When creating a new encounter, it is recommended to add the appropriate diagnosis codes directly to each line item. Doing so ensures that the selected diagnosis codes automatically populate in the Diagnosis section located at the top right of the screen.

Enter the Units for each service provided. If the charges are not linked to a fee schedule, manually enter the charge amount in the Charge column. The system will automatically calculate and display the line item total in the Total column.

For example:

Scenario 1: The provider bills a CPT code 99215 (Office Visit) for 1 unit. Since this procedure is linked to the fee schedule, the Charge field automatically populates with $238.00, and the Total column displays $238.00.
Scenario 2: The provider bills CPT code 96372 (Therapeutic Injection) for 2 units, but this code is not linked to a fee schedule. In this case, you must manually enter the charge amount in the Charge column. The Total column will then display the charge amount multiplied by the number of units, for example, entering $25.00 as the charge will display $50.00 in the Total column.

If a different Rendering Provider, Referring Provider, or Supervising Physician is needed for a particular service, or if E-codes have been added and you need to enter details such as the SKU, unit of measure (for example, “each”), quantity, and a line item note describing the equipment (which are transmitted on the claim using the appropriate loops and segments), open the Edit folder for that line item and select the correct provider from the dropdown menu or enter the required E-code details.

For example, when an E-code is added for crutches, opening the folder icon allows entry of the SKU, unit of measure (such as “each”), quantity, and a line item note describing the equipment. Once the claim is saved with the following details, the information is sent in the loops listed below, and the Product Number is also printed in the shaded box 24A region of the claim form.

Please note the following:

When a Product Number is present on a line item along with NDC and ABA values, only the Product Number and its associated fields will be sent on the claim. This behavior is indicated by a pop-up message displayed in the line item folder.
When a Product Number is added, the remaining fields - Line Item Note, Unit of Measure (UMO), and Drug Quantity / Item Quantity become required. A validation message will be displayed if any of these fields are left blank.

These values are sent on the claim as follows: the Line Item Note is sent in Loop 2400, the Product Number/SKU in Loop 2410 LIN03, the Unit of Measure (UOM) in Loop 2410 CTP04, and the Drug Quantity/Item Quantity in Loop 2410 CTP05.

In another scenario, a patient’s encounter lists Dr. Maryland as the Rendering Provider and Practice Billing as the Billing Provider. However, certain line items on the claim may involve services ordered, performed, or supervised by other providers. For example, a lab test or durable medical equipment may have a different Ordering Provider, Rendering Provider, Referring Provider, Supervising Physician, or Purchased Service Provider. These providers are selected at the line-item level to ensure the claim accurately reflects who performed, ordered, or supervised each service, even if it differs from the encounter-level providers.

Click Save.

To add miscellaneous charges, click the green (+) icon. Select the appropriate Charge Transaction Code and Fee Schedule from their dropdown menus. Enter the number of Units, and if the miscellaneous charge is not linked to a fee schedule, manually enter the amount in the Charge Amount field. You may also add notes or additional details by typing directly into the Comments field.

Miscellaneous charges are fees that are billed directly to the patient for items or services that are not associated with a standard CPT or procedure code. These may include supplies, administrative fees, or other non-coded services that still need to be recorded and billed as part of the patient’s visit.

The Payment Details section displays all payments associated with the encounter, including any unposted patient payments. Once the encounter or claim is saved or submitted, you will have the option to add both insurance and patient payments. To do this, click the green (+) icon next to either Insurance Payments or Patient Payments. You can expand and view additional payment information by clicking the Chevron.

Click the Chevron to expand and view Payment Details. In the payment table:

The Payment Date column shows the date the payment was created.
The Posted Date column shows when the payment was officially posted.
The From column identifies the patient or payer responsible for the payment.
The Amount column displays the total payment received.
The Ins, Misc, Pymt, Amount column shows any miscellaneous payment applied.
The Posted column uses a red checkmark to indicate unposted payments and a green checkmark to indicate posted payments.
The Actions column displays a red reverse icon for payments that are eligible to be reversed.

To include additional Encounter Dates, click the green (+) icon. For example, if a payer requires the Admission Date to be included on the claim, for instance, when billing for services related to a hospital stay or when the procedure is tied to an inpatient episode, you will need to add this date manually. To do this, select Admission Date as the Date Type from the dropdown menu, then enter the correct date in the Start Date column. Once added, the Admission Date will appear in Box 18 of the CMS-1500 (HCFA) claim form, ensuring the claim meets payer requirements and avoids potential denials.

Click the Chevron next to the Summary section to expand it and view the encounter details, including charges, adjustments, payments, patient fund information, and the remaining balance.

Send or save claims

Once all required information has been entered and reviewed for accuracy, select the appropriate action based on your next step. You may choose to Save Claim to store the claim for later review, Send Claim to submit it for processing, or Save to retain the encounter details without creating or submitting a claim at this time.

For step-by-step guidance on saving or submitting claims, click here to view detailed instructions.

Delete or settle encounters

Encounters can only be deleted if no claim is linked to them. Once a claim has been created or associated with an encounter, it becomes a permanent part of the billing record and can no longer be removed. In these situations, the encounter must be resolved through the appropriate claims workflow rather than deleted.

Delete an unbilled encounter

Access the unbilled encounter from either the Patient Dashboard or the Unbilled Encounter alert on the Application Dashboard. Once you are in the Professional Encounter screen, scroll to the bottom of the page and click Delete on the left-hand side.

Settle an encounter

If the Delete button is not visible, the encounter cannot be deleted because it has an associated claim.

Encounters with a $0 balance in New or Ready to Bill status can be settled instead.

To settle the encounter, navigate to Encounters, then select the Unbilled, Ready to Send, or Billed tab, as applicable. Click the Encounter Number to open the encounter.

Remove the Charge amounts from the line items, then click Save.

A pop-up will appear notifying you that some procedure codes have a charge amount $0. Click Yes to proceed.

Click View Claims to Resolve or Cancel the claim. If the claim is resolved, the claim won't be considered in the AR calculation.

Click the Cancel or Resolve Icon.

A pop-up Confirmation will appear. Click Yes, then click Close.

Click Settle Encounter. Another pop-up will appear asking do you want to settle the encounter, click Yes.

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Encounters Overview