Billing and Practice Management

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Update Insurance Policies and Check Eligibility

Review and Update Patient Insurance Policies

7 minutes • 06-2018
Learn how to review, update, and edit policies in PCC EHR.
Check Patient Insurance Eligibility

9.5 minutes • 12-2018
Learn how to verify patient insurance eligibility with PCC.

Review and Update Patient Insurance Policies

Use the "Policies" component to add, update, and work with a patient's insurance policies and medicaid plans in PCC EHR.

Check Patient Insurance Eligibility

PCC automatically checks insurance eligibility for all of a scheduled patient's active insurance plans, if the carriers support automated eligibility. You can use eligibility features in PCC to review and confirm eligibility for upcoming appointments. You can also review and re-check a patient's insurance eligibility status during Patient Check-In.
Review a Log of Patient Insurance Policy Changes

When your practice updates a patient's insurance policies, your PCC server logs what was done, when it was done, and by whom. You can use the under-the-hood Policy Log (policylog) tool to review a log of all changes ever made to a patient's insurance policies.