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Components of the Unapplied Encounter Credits Window

The following table describes the fields on the Unapplied Encounter Credits window:

Field	Description
Encounter Location	Displays a multi-select list for locations. You can select more than one location.
Encounter Rendering	Displays a multi-select list for encounter renderings. You can select more than one encounter rendering.
Include Transactions	Displays a multi-select list for transaction codes. You can select more than one transaction code. Note: Transaction codes that are specified under the System Generated Transaction Codes section in the Tran Codes tab on the Practice Preferences window do not appear in the list. Bad debt payment codes do not appear in the list.
Encounter Date Range	Displays the current date as the default date. You can change the encounter date range, if needed.
Information Icon	Recommendation to use the start date.
Process encounters where pat amt = unapplied amt	Displays encounters with patient amounts that are equal to the unapplied amount.
Process unapplied with patient balance	Displays only encounters with net unapplied amount $$ > 0 in the patient amount bucket.
View unapplied with no patient balance	Turns off the Process button when you select View unapplied with no patient balance as this is a view only option that enables you to go to the chart or balance control and make corrections, if needed.
Unapplied Encounters List	Displays all encounters that have unapplied encounter credits.
Total Unapplied Amount	Displays the total unapplied amount for the listed encounters.
Records Found	Displays the number of records found in the Unapplied Encounters List section.
Post BBP	Background Business Processor to process and post the balanced batch. Note: If you select Post BBP before selecting Process, it creates an unapplied batch as a BBP batch. You can view Auto Unapplied Batch in the Batch Posting window.
Clear	Clears all filters and encounters listed on the window except the Post BBP selection.
Find	Displays all encounters with unapplied amount in the Unapplied Encounters List section.
Information Icon	Encounters with unposted transactions do not appear in the window. You can refresh the changes by selecting Find.
Process	Processes unapplied encounter credits in a batch. Note: If you do not exhaust the unapplied credit amount, the remaining amount converts to an account unapplied credit.
Close	Closes the Unapplied Encounter Credits window.

Table 1. Unapplied Encounters List section columns:
Column	Function
Patient	Displays patient last names and first names.
Enc	Displays encounter numbers.
Enc date	Displays encounter billable date.
Trans code	Displays transaction codes on original payment that creates the unapplied encounter credit.
Unapp Amt	Displays unapplied payment amounts from the encounter.
Pat Amt	Displays net patient amount for the encounter from Balance Control.
Ins 1	Displays Ins 1 from Balance Control.
Ins 2	Displays Ins 2 from Balance Control.
Ins 3	Displays Ins 3 from Balance Control.
Chr Amt	Displays charge amounts from the encounter.
Enc Age	Displays the encounter age calculated from encounter billable date.
Enc Rendering	Displays encounter-level rendering provider.
Location	Displays the location from the encounter.
Primary Payer	Displays primary payers from the encounter.

Components of the Unapplied Encounter Credits Window