Parking encounters provide practices with a valuable option to delay processing encounter charges until all necessary information is obtained. This may involve waiting for documentation, seeking clarification from providers, or verifying details before finalizing charges.

Starting Wednesday, March 19th, 2025, users will have the option to manage groups for the encounter parking feature, with the ability to edit names, delete groups, and create new groups directly from the billing utilities.

Unbilled tab to Park Encounters

To begin, navigate to the Encounters tab and click Unbilled.

Select one or more encounters that need to be parked.

Click on Park Encounter(s)

Group encounters

Alternatively, you can link the encounters to an already existing group by choosing one from the list of available groups. 

To add a new group, click Add New Group and create a Group Name.  

 Click Continue.

Manage parked encounters

You can locate your parked encounter anytime by navigating to the Parked tab with the Encounters module.

Here, you'll find a Group column that displays the chosen group for each of the parked encounters.

You can easily locate groups of encounters by navigating to the Group column and clicking on the header. 

Type in the group name to locate the records associated with that group. 

Once you've selected a group of encounters, click Save/Send Claim(s) to proceed with saving or sending the claims. 

Manage group encounters

Alternatively, you can manage groups by navigating to the Utilities icon. 

Click Practice Setup and then click on Encounter Groups.

Click New Encounter Group to add a new group. 

Enter a group Name, then click Save

Click the Pencil icon to edit a group name. 

Edit the group name, then click Save

Click the Red Trashcan icon to deactivate the group. 

In the Delete Confirmation popup, click Delete

Important information

If the Enable Encounter Parking company preference is turned Off and there are encounters in the Parked tab, those encounters will automatically move to the Unbilled tab.

 

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