Putting Claims on Hold

Encompass automatically places claims on hold when you select Edit Claim.

You can also place a claim on hold manually. When you change a claim’s status to On Hold:

  • All outstanding receivables appear as $0.00. To view the outstanding receivables, change the claim status.
  • You can change the claim status to Ready to Bill and Ready to Bill Patient.

Only claims with at least one line item in one of the following statuses can be changed using the On Hold button:

  • Billed
  • Billed to Patient
  • Ready to Bill
  • Ready to Bill Patient

If a claim is part of a remittance, it will not be put on hold.

  1. On the top menu bar in Encompass, click Claim Management and select Claim Management.

    The claim search screen opens.

  2. Enter search criteria in any of the fields and click Search.

  3. Locate the claim in the search results and click the Claim # link.

    The Claim Detail screen opens.

  4. Click On Hold.

    The claim and all line items on the claim have the status On Hold.

  1. On the top menu bar in Encompass, click Claim Management and select Claim Management.

    The claim search screen opens.

  2. Enter search criteria in any of the fields and click Search.
  3. In the search results list, locate each claim you want to put on hold and select the check box next to it, or select the check box in the header row to select all claims displayed. If your search returns more than one page of claims, set the status for claims on each page before navigating to a different page.
  4. Click On Hold.

    The status of the selected claims is changed to On Hold.