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.

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 group encounters

Alternatively, you can manage groups by clicking Manage Groups or 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. 

Update encounter groups

You can update the groups of parked encounters and modify their grouping settings as needed. This allows you to manage and organize encounters more efficiently, ensuring that all relevant information is properly categorized and easily accessible.

Start by selecting the Checkbox next to the corresponding encounters.

Then, click Update Groups.

Select an existing group or create a new one for the chosen encounters. For instance, if you want to move the selected encounters to a different group, simply click on the desired group button. Next, click Continue. The encounters will be returned to the parked tab, under the chosen group. 

Alternatively, to create a new group, click Add New Group. Then, enter a name for the group and click Continue. The encounters will be moved back to the parked tab, now categorized under the newly created group. 

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. 

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