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Front Office Workflows

Last updated:

Aug 5, 2025

Encounter Timeline for Claims

Claim Details

Front Office Workflows

At a Glance

The Encounter Timeline tracks all events related to a claim, organized chronologically. This overview will cover the functionality and events visible in each claim’s Encounter Timeline.

The Encounter Timeline applies to claims, rather than patients. Therefore, events like self-pay patient encounters will not appear here.


Core Feature Walkthrough

From the Claim Details page, choose a claim. That claim’s encounter details will pop up, and then you can click the ‘Timeline’ tab to view the complete life cycle of that claim to date.

Events Found in the Encounter Timeline

The Encounter Timeline is organized into events, represented by cards, and filled in with relevant information.

The timeline will generally begin with the claim submission creation. Athelas will then import the corresponding encounter, and finally that claim submission will be sent to our clearinghouse for review.

There, it will either be rejected to fix known errors or sent along to the payer.

There are several more possible events that the Encounter Timeline will capture. The ideal final result is payment in full by either payer or patient, at which point the Timeline will end.

Below are some example cards you may find on the Encounter Timeline, with notes calling out important points and further action you can take, when applicable.

Claim Submission Created

Encounter Imported

Claim Submission Sent

Procedure Remittance (ERA or EOB), approved or denied

Procedure Remittances will indicate whether their information originates from an ERA or an EOB. You can also click on the ‘Adjustments’ dropdown for a detailed explanation and amount for an adjustment.

Approved remittances will appear in green, while those that have been denied will appear in red.

Claim Voided

In rare cases, if Athelas finds a claim with an error that requires special attention, we will void the claim entirely. We will then create and send a new one.

Encounter Timeline Errors

Claim Pre-check Failed

Some form of validation failed upon pre-check. Athelas will correct these.

Claim Submission Error

Some form of validation failed upon submission. Athelas will correct these. Click the ‘Error Message’ dropdown to read details about a claim submission error.

Claim Rejected

Click the ‘Error Message’ dropdown to read details about a claim rejection. In this example, we can see that an invalid character in the claim threw a wrench in the works.

Features Supported:

  • View encounter timeline that shows when submission(s) were sent, payments were received, payments were posted

  • View changes made to the encounter over time

Features In Development:

  • More clear view of the encounter timeline with better visibility into who made the changes

Table of Contents

Search all docs

Front Office Workflows

Search all docs

Front Office Workflows

Last updated:

Aug 5, 2025

Encounter Timeline for Claims

Claim Details

Front Office Workflows

At a Glance

The Encounter Timeline tracks all events related to a claim, organized chronologically. This overview will cover the functionality and events visible in each claim’s Encounter Timeline.

The Encounter Timeline applies to claims, rather than patients. Therefore, events like self-pay patient encounters will not appear here.


Core Feature Walkthrough

From the Claim Details page, choose a claim. That claim’s encounter details will pop up, and then you can click the ‘Timeline’ tab to view the complete life cycle of that claim to date.

Events Found in the Encounter Timeline

The Encounter Timeline is organized into events, represented by cards, and filled in with relevant information.

The timeline will generally begin with the claim submission creation. Athelas will then import the corresponding encounter, and finally that claim submission will be sent to our clearinghouse for review.

There, it will either be rejected to fix known errors or sent along to the payer.

There are several more possible events that the Encounter Timeline will capture. The ideal final result is payment in full by either payer or patient, at which point the Timeline will end.

Below are some example cards you may find on the Encounter Timeline, with notes calling out important points and further action you can take, when applicable.

Claim Submission Created

Encounter Imported

Claim Submission Sent

Procedure Remittance (ERA or EOB), approved or denied

Procedure Remittances will indicate whether their information originates from an ERA or an EOB. You can also click on the ‘Adjustments’ dropdown for a detailed explanation and amount for an adjustment.

Approved remittances will appear in green, while those that have been denied will appear in red.

Claim Voided

In rare cases, if Athelas finds a claim with an error that requires special attention, we will void the claim entirely. We will then create and send a new one.

Encounter Timeline Errors

Claim Pre-check Failed

Some form of validation failed upon pre-check. Athelas will correct these.

Claim Submission Error

Some form of validation failed upon submission. Athelas will correct these. Click the ‘Error Message’ dropdown to read details about a claim submission error.

Claim Rejected

Click the ‘Error Message’ dropdown to read details about a claim rejection. In this example, we can see that an invalid character in the claim threw a wrench in the works.

Features Supported:

  • View encounter timeline that shows when submission(s) were sent, payments were received, payments were posted

  • View changes made to the encounter over time

Features In Development:

  • More clear view of the encounter timeline with better visibility into who made the changes

Last updated:

Aug 5, 2025

Encounter Timeline for Claims

Claim Details

Front Office Workflows

At a Glance

The Encounter Timeline tracks all events related to a claim, organized chronologically. This overview will cover the functionality and events visible in each claim’s Encounter Timeline.

The Encounter Timeline applies to claims, rather than patients. Therefore, events like self-pay patient encounters will not appear here.


Core Feature Walkthrough

From the Claim Details page, choose a claim. That claim’s encounter details will pop up, and then you can click the ‘Timeline’ tab to view the complete life cycle of that claim to date.

Events Found in the Encounter Timeline

The Encounter Timeline is organized into events, represented by cards, and filled in with relevant information.

The timeline will generally begin with the claim submission creation. Athelas will then import the corresponding encounter, and finally that claim submission will be sent to our clearinghouse for review.

There, it will either be rejected to fix known errors or sent along to the payer.

There are several more possible events that the Encounter Timeline will capture. The ideal final result is payment in full by either payer or patient, at which point the Timeline will end.

Below are some example cards you may find on the Encounter Timeline, with notes calling out important points and further action you can take, when applicable.

Claim Submission Created

Encounter Imported

Claim Submission Sent

Procedure Remittance (ERA or EOB), approved or denied

Procedure Remittances will indicate whether their information originates from an ERA or an EOB. You can also click on the ‘Adjustments’ dropdown for a detailed explanation and amount for an adjustment.

Approved remittances will appear in green, while those that have been denied will appear in red.

Claim Voided

In rare cases, if Athelas finds a claim with an error that requires special attention, we will void the claim entirely. We will then create and send a new one.

Encounter Timeline Errors

Claim Pre-check Failed

Some form of validation failed upon pre-check. Athelas will correct these.

Claim Submission Error

Some form of validation failed upon submission. Athelas will correct these. Click the ‘Error Message’ dropdown to read details about a claim submission error.

Claim Rejected

Click the ‘Error Message’ dropdown to read details about a claim rejection. In this example, we can see that an invalid character in the claim threw a wrench in the works.

Features Supported:

  • View encounter timeline that shows when submission(s) were sent, payments were received, payments were posted

  • View changes made to the encounter over time

Features In Development:

  • More clear view of the encounter timeline with better visibility into who made the changes