Executive summary. Use the encounter list to find incomplete, ready, and recently updated service records.
Definition
Encounter review is the process of confirming that a recorded service carries the information the next billing step needs.
Who this is for
Billing specialists preparing encounters for claim creation.
How to begin
Open Billing, select Encounters, and filter by date, status, or practitioner. Open the individual record rather than trusting the list summary.
Complete the workflow
Resolve missing or inconsistent information through your documentation workflow, then return the encounter to the billing step that follows.
Frequently asked questions
Does an encounter automatically become a claim?
Follow your organization’s claim-creation process, and review the encounter before it is used for submission.
Referenced standards and further reading
- Attergo product guide ↗Attergo
Related articles
The 837P lifecycle: from encounter to acknowledgement →