Advanced Action Admin is only available for Admin users.
To change a user access to Admin, please refer to Manager User Roles.
Advanced Action Admin allows you to take further action on an encounter, a patient or claims that have the same CPT code. Advanced Action Admin then guides you through what actions to take on next with clear, step-by-step recommendations, helping you quickly understand what to do next and take action with confidence.
Step 1: Enter the Encounter Number, Billing Account Number or CPT code based on the type of action you wish to take. If the input is valid, you will be redirected to the action page.
Note: With Advanced Action - Admin, you can view all available actions that can be taken on an encounter. To see the full list of possible options, refer to Advanced Action.
In addition to the standard Advanced Actions, Admin users also have the ability to Delete Encounter. This permanently removes the encounter from the system and cannot be undone. Please use this option with caution.
Step 2a: When working on an encounter, select the action you wish to take. When working on an Encounter and none of the options apply, choose “None of the options above” and send a message to our administrator for further assistance.
Step 2b: When working on a Patient Billing Account number, you can:
Recalculate patient balance across all claims belonging to a patient.
Change payment reason between balance and copy
Change payment category between insurance based and self pay
Note: When working on a patient using the billing account number, the action applies across all encounters for that patient. In contrast, when using Advanced Actions, actions are applied at the encounter level only, affecting just the selected encounter rather than all encounters for the patient.
Step 2c: When bulk editing claims based on CPT code, enter the CPT code you wish to work on and select all relevant claims you wish to write off.
Step 3: Follow the guided instructions based on the option you selected.
Step 4: After the changes are successfully applied, you’ll be prompted to choose whether to remove the encounter from its current queue. Once you make that selection, you’ll be shown any other encounters associated with the same patient, where you can optionally apply the same action to those encounters as well.