Bill an Individual Encounter from the Patient Chart
Open the Patient Chart for the desired patient.
Select the Encounters tab.
From the Encounters list, select the encounter to be billed.
Do one of the following:
From the main toolbar, select Bill.
From the Tasks menu, select Demand, and then Demand Bill.
Right-click and select Bill.
The Encounter Bill window opens listing all charges on the encounter.
If the encounter has a status of Unbilled, charges are pre-selected for billing and if the encounter has a status of Rebill, charges to be billed must be selected.
To bill the selected charges, select OK.
A message appears stating that do you want to bill this self-pay encounter.
Select Yes.
The encounter status changes from Unbilled or Rebill to Billed.
If the encounter has insurance attached, the encounter goes through the claim edits process and the Claim Production Status report appears. The encounter is listed on the report with a message in one of the following colors.
Green: An informational message indicating the encounter passed all claim edits. A pending claim is created.
Blue: A warning message indicating the encounter passed all claim edits, but information is included that may or may not require action. A pending claim is created.
Red: An error message indicating the encounter failed one or more claim edits and action is required. A claim is not created, and the encounter must go through the claim edits process again after the error has been resolved.
Black: A message indicating there are no charges selected on the encounter for billing. This can happen when the encounter is in Rebill status, but charges have not been selected for billing in Balance Control.
To close the report, select the Close Report button on the toolbar.
A message appears stating that no errors were encountered. Do you want to create a claim?
Select Yes.
The encounter status changes from Unbilled or Rebill to Billed and a pending claim is created.
Note: If the encounter failed claim edits, a message appears stating that this claim contains errors which may cause it to be rejected by the claim payer. Do you want to create it anyway? If you select No, the encounter status remains Unbilled or Rebill and a pending claim is not created.
Bill an Individual Encounter from the Patient Chart
