Selecting Multiple Encounters - Actions Available

• File Selected — The standard File dialog displays so you can select the Insurance Carrier to file the encounter(s) or charge(s) to. A success message displays when the items are filed. If any encounters or line items cannot be filed, a dialog lists them; file those separately to obtain the specific reason they could not be mass-filed.
  
  


• Refile Selected — The standard Refile dialog displays so you can select the parameters for the items to refile. A success message displays when the items are refiled. If any cannot be refiled, a dialog lists them for separate handling.
  
  


• Edit Selected — Behavior depends on the selection scope:
  • If you select one encounter only, the standard Edit an Encounter screen opens.
  • If you select multiple encounters, the Edit Encounters dialog opens so you can edit the encounter-level information for the selected encounters. The Edit Reason field is required. After saving, a message lists the encounters that were successfully edited; if any could not be edited, a message indicates that.
  • If you select an individual charge or multiple charges within the same encounter, Edit Selected is not available — click the encounter directly to access the Edit an Encounter screen.
  • If you select multiple charges across multiple encounters, Edit Selected is not available; charge-line-level information cannot currently be edited across multiple encounters.

• If you attempt to edit encounters from within a closed billing period, a message stating the billing period is closed and statistical files should be reset displays.
• If you attempt to edit charges where some or all are within a closed billing period, the Billing Group, Per Dr, Ins Dr, Ins Dr Taxonomy, and Location fields are unavailable to be edited.
• If the same encounter is being edited by two users simultaneously, the last record changed and saved is the one that is retained.
• You can review all edited transactions on the Print Edited Transaction Journal (Reports › Transaction Journals). The journal prints by Accounting Date, not by the date the edits were made.