Permission-Based Access to Charges, Payments, and Encounter Forms from Denials

Denials – Billing Problem List

Billing > Problem List > Denials > Date of Service

Denials – Patient Billing Problem List

Patient > Billing > Problem List > Denials > Date of Service

Access Charges

Denials > DoS > Add/Edit Charges

Access Payments

Denials > DoS > Post Payments

Access Encounter Form

Denials > DoS > Encounter Form

What’s Newnew_symbol-1

  • Enhanced DoS navigation within the Denials bucket of the Problem List.
  • Users can now access three workflows directly from the DoS:
    • Add/Edit Charges – Opens the corresponding Charges page.

    • Post Payments – Opens the Payments page.

    • Encounter Form – Opens the corresponding Encounter Form.

      • All destination pages open in a new browser tab.

      • Navigation options are displayed according to the logged-in user’s permissions.

      • When multiple options are available, the system displays a menu containing only the permitted actions.

      • When only one option is available, selecting the DoS opens that page directly without displaying a menu.

      • When the user has no applicable permissions, the DoS is not clickable.

      • The enhancement is available in both Billing and Patient Billing Problem List workflows.

      • Existing DoS navigation behavior remains unchanged when the feature is disabled.

How It Works 

  • Navigate to Billing > Problem List or Patient > Billing > Problem List.

  • Open the Denials bucket.

  • Locate the applicable claim and its Date of Service.

  • Click the DoS.

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  • CureMD evaluates the user’s assigned permissions.
  • If multiple navigation options are permitted, a menu displays the available actions.

  • Select Add/Edit Charges, Post Payments, or Encounter Form.

  • The selected page opens in a new browser tab.

Benefits

  • Reduces navigation steps when accessing encounter-related billing and clinical information.
  • Allows billing staff to review Charges, Payments, and Encounter Forms directly from the Denials workflow.
  • Supports faster denial investigation by providing convenient access to related information.
  • Ensures users see only navigation options permitted by their assigned access rights.
  • Simplifies navigation by opening the destination directly when only one option is available.
  • Provides consistent DoS navigation across both supported Problem List workflows.
  • Preserves existing navigation behavior for practices where the enhancement is not enabled.