Complete, Sign, and Release an Encounter

Add checkout instructions

 Checkout instructions are only accessible to practices using the Scheduler product in addition to the EHR.

Checkout instructions can only be added to encounters which are linked to a patient visit and must be added before the encounter has been signed. 

Click Checkout.

mceclip0.png

Add patient and front desk checkout instructions and click Save. Once saved, checkout instructions will be shown in the Checkout section of the appointment in the Scheduler.

Be sure to only include information that is intended for the front desk staff to view.

mceclip39.png

Sign an encounter

Click Sign. Once an encounter has been signed, it can no longer be edited, and only the encounter PDF can be viewed.

Patient Dashboard Encounter Edit

Navigate to the appropriate patient's Encounter list.

mceclip0.png

Click the three dots icon for a Draft encounter and select Sign.

Sign_from_table.png

Click Sign to confirm that you want to sign the encounter. To hide this confirmation in the future, select the checkbox for "Don't show this message again."

mceclip3.png

Signed encounters are indicated in the Encounters section of the Patient Dashboard.

mceclip41.png

Release an encounter

If your practice is using the Billing product in addition to the EHR, encounters can be released from the EHR to billing to seamlessly communicate diagnosis and coding information to medical billing staff.

What information is released with an encounter?

The following information is added to the billing product as an unsigned encounter for the patient:

  • Rendering provider (if the encounter provider is linked to a rendering provider in the billing product)
  • Date of visit (as service date)
  • ICD-10 codes from the diagnosis plugin
  • CPT codes from the procedure plugin
  • Diagnosis codes liked to a procedure
  • Units for each procedure code

 Not using the Billing product but interested in learning more about it?

Schedule a demo or contact our Sales Team by calling 800-943-7968, option 3 or emailing sales@rxnt.com.

Today's Appointments Main Dashboard Patient Dashboard

Encounters can only be released from the EHR once, so make sure that all coding information is added to the encounter before it's released.

Click on the Encounter # in the Today's Appointments list. The encounter will automatically launch.

Screenshot_2020-04-10_at_6.22.31_PM.png

Click Release to send the encounter to the billing product.

Release_from_edit.png

Select "Don't show this message again to hide this confirmation when releasing encounters.

mceclip0.png

 

Still need help? Contact us!

Have a great idea? Tell us about it!

Was this article helpful?
0 out of 0 found this helpful