Approve Encounter

The following instructions discuss how to approve encounters that have been created and submitted to the business office for review.

1. On the Encounters menu, click Find Encounter. This opens the Find Encounter task (or browser), which lists all encounters that have been entered into the system.

2. Click the "Submitted" tab to see a list of the encounters that are ready for review and approval.

3. Open an encounter in this section by double-clicking on the encounter; or click once on the encounter, and then click the Open button on the Task Button Bar. This opens the Edit Encounter task.

4. Review the encounter for accuracy and completeness. If the encounter is ready for approval, click the Approve button on the Task Button Bar.

Once the encounter has been reviewed and approved, the encounter is placed in the "Approved" section of the Find Encounter task (or browser); and one or more claims are automatically created and placed in the "Assigned to Insurance" section of the Claims task. Note: Each procedure listed in an encounter creates a separate claim. For example, if three procedures were used during an encounter, three separate claims will be created, one for each procedure. All three claims will appear in the "Assigned to Insurance" section.

5. Once all encounters have been reviewed and appropriate action has been taken, close the Find Encounter browser by pressing the Esc key on your keyboard.