Generating the On Hold Claim Report

The On Hold Claim Report lists all claims with the status On Hold, including the insurance name, patient name, and receivable amount.

1. On the top menu bar in Encompass, click Claim Management and select Claim Management.
2. On the top menu bar in Claim Management, click Billing Reports and select Standard Reports.
3. Click On Hold Claim Report.
4. Select one or more Location to print.
5. Select the Carrier.
6. Select Select Dates to enter a date range or select Cutoff Date to print all on hold claims prior to a specific date.
7. Click Generate.

   The report opens in a new window.

   If the report does not open, check to make sure your browser is set to allow pop-up windows. For instructions, see Enabling Pop-ups

   

8. To export the report, perform one of the following steps:
   • Click Export to PDF to open the report as a PDF file.
   • Click Export to Excel to open the report as an Excel spreadsheet.