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Encounter Options

Selecting encounter options sets up several defaults to aid in efficiency when creating a new encounter. Note that these are simply defaults and a user can override the information. Also, if the encounter is created from an appointment ticket number or enters a patient's name when creating a new encounter, all of the pre-existing defaults prevail and override these settings.

 

To set encounter options

  1. Click Settings >Options > Encounter Options.
  2. Choose settings. See below. These settings will become the default for each encounter that is created.
  3. When finished, click Save.

 

  1. Providers: Select the default scheduling, rendering and supervising providers from the drop-down lists.

  2. Service Location: Select the default service location from the drop-down list.

  3. Procedure Lists:

    • Show procedure descriptions - Check this box if you want procedure descriptions to display on the procedure's grid of the encounter record.

    • Show diagnosis description - Check this box if you want the diagnosis descriptions to display on the procedure's grid of the encounter record.

  4. Copay:Check this box if you want to automatically bill the patient for missed copays. For more information, see the feature guide Managing Copays. https://www.kareo.com/documents/Kareo_FeatureGuide_ManagingCopays.pdf.

  5. Encounter:
    • Show all encounters upon empty search on All tab - Check this box of you want all encounters to show on the All tab of the Find Encounter  window.
    • Enable check codes upon approval - Check this box if you want the system to automatically perform code checking upon approval of an encounter without having to manually click Check Codes.
  6. Claim Formats: Select which  claim formats you want to be available when creating a new encounter.
  7. Default Format: Select which claim format is the default when creating a new encounter.
  8. Default Revenue Code: For UB-04 claims only. Select a default revenue code. Note that the revenue code may change depending on the service provided.

 

 

 

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