At a Glance
The Encounter Details page enables you to document new encounters with patients. It also allows you to view and edit information on existing encounters. This page is commonly used to update a patient’s secondary and tertiary insurance for an encounter.
Note that in order to update a patient’s insurance information on their profile, for all of their future encounters, you will need to update it in your EHR first. Insights updates itself with information from your EHR each night.
Here’s How It Works
When you click into an encounter, the editing modal will appear.
If you simply want to view the information about the patient, insurance, providers, etc., you may of course do so and then simply click the X in the upper right corner to close the editing modal.
Once you manually edit an encounter, that encounter will no longer automatically receive updates from your EHR.
Let’s create a new encounter as an example case. Note that the same process would apply if you were editing an encounter, but many fields would already be filled in with existing information.
Click Create Encounter.
The editing modal will pop up with informational sections organized as shown below.
Encounter Information
Patient
Basic information about the patient goes here.
Insurances
Add or update primary, secondary, and tertiary insurance information in this section.
Service Lines
Add or update ICD-10 codes and service lines for this encounter here.
Facility
Edit existing facility information related to this encounter here. To add a new facility, go to the My Practice page.
Providers
Input a rendering provider for this encounter as well as referring or supervising providers, if applicable. Visit the My Practice page to create new providers.
Configurations
Configure rules for this encounter. You can also mark this encounter as Intended to Bill, then filter for encounters marked as such on the main Encounter Details page.
The Billing Plan menu will not appear if Athelas has not set up any custom billing plans for your practice. If you want to enable this encounter to trigger specific billing rules, please contact your account manager.
Billing Type is the kind of claim you want to produce–Professional, Workers’ Comp, or Auto.
Select whether you intend to bill this encounter (you can filter by ‘Intended to Bill’
Supporting Documentation
Submit supporting documentation here. Note that previously submitted documentation for this encounter is not visible here, but it is available on the Claim Details page.
From that page, click into the encounter in question, then click the Submissions tab. You will see both the claim submissions and any additional documents. Click View at the right end of the corresponding row to view that documentation, as shown in this screenshot.
Review / Submit
Review and submit the encounter! This is a good opportunity to double check your work and avoid processing delays due to technical errors.
📢 Further Assistance
We’re here to help! Please contact your account manager if you need further assistance.
Powered by