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Encounter Data

Encounter Data Resources

Looking to improve your encounter data collection and submission processes? These resources offer best practices, checklists, templates, and other tools to support your encounter data improvement efforts, whether you’re a community health center, health plan, or provider practice. 

New to encounter data? Check out our Encounter Data 101 introduction.
File Types: Word   PowerPoint   Excel   PDF

Overview and Best Practices


EHR/RCM Tools, FAQs and Checklists

CMA tools, FAQs and checklists

Newborn encounters & inbound logic

Companion guides & EDI

Duplicate logic & data standards

Tracing errors & response codes

Billing & reconciliation best practices


Training Series: Improving Encounter Data for Practices

Each module includes a slide deck for staff training and an accompanying trainer guide.

  1. Module 1 – slides | trainer guide
  2. Module 2 – slides | trainer guide
  3. Module 3 – slides | trainer guide
  4. Module 4 – slides | trainer guide
  5. Module 5 – slides | trainer guide
  6. Module 6 – slides | trainer guide
  7. Module 7 – slides | trainer guide

Self-Facilitation Assessments and Guide