PCC Futures
Billing
Work Personal Balances in PCC EHR
How do you know which families owe you money, and who you need to call? Use the Personal Balances tool to work down a list of accounts, contact them, and collect.
Handle Claim Responses that Can’t Be Autoposted
When something unusual arrives on an ERA, sometimes PCC can’t automatically post the adjudication. Use the new Posting Exceptions worklist to review and resolve payor responses that can’t be autoposted.
Respond to Every Claim Rejection
If unaddressed, rejected claims result in lost revenue. Use the new Rejected Claims worklist to review and respond to every claim rejection sent to your practice.
Generate 30-Day Letters in PCC EHR
Want to generate a 30-day letter right from a chart? Practices using the Forms Configuration tool can generate account forms with specialized account variables such as account balance and missed appointments.
Update Billing Identifiers to Prevent Claim Rejections
To get paid, every claim needs a tax ID, an NPI, and a taxonomy code. Quickly update these vital identifiers for your clinicians in the PCC EHR Tables tool.
Use a Family’s Account History to Resolve Billing Issues
When you need to troubleshoot a billing issue for an account, or a family asks for an annual account record, use the new Account History in the patient’s chart.
Follow Up on Unpaid Encounters with Insurance Balances
How can you track your practice’s insurance A/R and keep tabs on unpaid claims? Use the new Unpaid Encounters worklist.
Reverse and Repost: Takeback Only Part of an Insurance Payment
When a payor’s reversal changes only part of a posted payment, you can now more easily reverse the original payment and repost. You can just enter the changes; you don’t need to re-enter the entire payment.
Print a Single Account Statement in PCC EHR

While working on an account in PCC EHR, generate a single up-to-date bill for them at any time.
Work On Claims that Couldn’t Be Submitted
As you work on the list of claims that need corrections, you can review more details and jump to different tools to correct issues.
Check Insurance Eligibility Without an Appointment
Before you schedule an appointment, you can check the insurance eligibility for a patient using today’s date.
Configure Your Practice’s Claim Delay
Control how many days all of your practice’s claims will pause before they can be submitted.
Print Outstanding Personal Balances During Checkin in PCC EHR
Provide a quick summary of all outstanding personal balances to families.
Instantly Review a Patient’s Active Policies
While working in a patient’s chart, see a list of their active insurance policies with a single click.
Enter a Custom Transaction Date When Autoposting ERAs
When you autopost ERAs in PCC EHR, you can optionally enter your practice’s transaction date, overriding the payor’s remittance date.
Automatically Change Expected Copay to $0 When a Patient Has Medicaid
When you autopost ERAs in PCC EHR, and a patient has an active medicaid policy for the date of service, the expected copay will be reduced to $0.
Review Posted ERAs for Special Cases
While reviewing a posted ERA, you can drill down to those special circumstances that may require your review and attention.
See a More Detailed Claim History in PCC EHR
Use the Billing History in the patient’s chart to see when claims for an encounter were held, delayed, processed, received by the payer, and more.
Read Claim Acknowledgements and Other Responses in PCC EHR
While viewing the claim history for an encounter in a patient’s chart, click to open the full response from the payor.
Generate Personal Bills in PCC EHR
Generate statements for families in PCC EHR and send them electronically to your printing service or print them.
Edit Your Practice’s Configuration Tables
Edit the underlying configuration tables used by your PCC system in an improved interface with new export and history features.
Edit Your Practice’s Procedures and Prices
Update your practice’s list of procedures along with their codes, prices, and other details, in PCC EHR.
Edit Encounter Charges
For any encounter, edit the provider, location, diagnoses, procedures, diagnosis linking, responsible party, and other claim information. Then optionally generate a new claim.
Record Encounter Billing Notes
As you bill for an encounter and work on problem claims, keep encounter-specific notes in the billing history.
Print a Single Account Statement in PCC EHR
While working on an account in PCC EHR, generate a single up-to-date bill for them at any time.
Record the Payor Claim Control Number for Claim Responses from Payers
When autoposting or posting manually, PCC EHR can store the Payor Claim Control Number from ERAs and EOBs, making it easier to resubmit claims.
Write Off Account Credits in PCC EHR
Use a quick and easy interface to either refund or write off an account credit.
Customize Your Flags for Alerts, Scheduling, and Reporting in PCC EHR
Need to track accounts with billing problems? Prevent scheduling of certain patients? Customize your practice’s account and patient flags in the Flags table in PCC EHR.
Create Account Forms
Build your own account forms, such as billing communications and letters to families, with the PCC EHR Forms tool.
Reconcile or Prove Out Insurance Payments in the Report Library
Review insurance checks by detail and total within the Report Library.
Record What’s Happening With an Encounter Right On Your Worklist

As you work on any unpaid encounter, you can update your practice’s encounter billing notes without leaving your worklist.
Don’t Send Ear Piercings on a Corrected Claim

As needed, send only part of an encounter to a specific payor. Pick exactly which procedures from an encounter should appear on the claim.
Prevent Certain Claim Responses from Autoposting

Got a special situation with a payor? Create your own custom rule that will prevent autoposting (based on payor and adjustment type) so you can process them on a manual worklist instead.
PILOT TEST: Check the Current Status on a Claim in PCC EHR
Instead of opening the payor’s website or calling them, see their latest claim status right in PCC EHR. This feature is in a pilot test for PCC 10.5, and will be made available to all practices soon.
Quickly Change the Responsible Party for All Charges on an Encounter

Do you need to pend an encounter back to the family’s primary, or change all the charges to personal? Now you can change all procedures with two clicks.
Easily Delete Refunds, Write-Offs, and Takebacks Posted By Mistake

Oops! You posted an insurance takeback to the wrong account. PCC EHR 10.5 makes it easy to quickly delete refunds, write-offs, and reversals.
Find the Unpaid Encounters Assigned to You

Do you need to make sure you followup on an encounter? You can assign it to yourself or another biller at your practice.
List All Unpaid Encounters Out on Appeal

As you work on your practice’s insurance A/R, you can mark encounters with a status, such as “Waiting on the Payor” or “Under Review”. Then you can track, organize, and filter your A/R by that status.
Customize How You Track Unpaid Encounters
Want to track all encounters on their second appeal? Track the items you are following up on with an insurance rep? Your practice can customize the statuses you use to organize your unpaid encounters.
Automatically Charge Billing Fees for Overdue Accounts
When you generate personal bills, automatically charge your practice’s billing fee for overdue balances.
See the Bill You Sent a Family
Discussing a billing issue with a family? With a single click, review the exact bill you sent them.
Track Withholds
Post payor withholds as you would other payments and adjustments so you can report on them as you work down your A/R.
Examine Account History Irrespective of Dependents
What if you need to review the history for an account that no longer has patients as dependents? Access PCC’s powerful Account History in the context of an account.
Quickly Print a Paper HCFA Claim Form
Paper isn’t done yet! In those rare cases when you need a paper claim, generate one with the click of a button.
Requeue Large Numbers of Claims and Resubmit
When a clearinghouse fails to acknowledge your claims, or claims for a specific payor or date range are all rejected, you may need to create and submit new claims for a large number of encounters.
Control Billing for Each Procedure for Each Payor
Directly configure charge and claim behaviors for each procedure for each payor.
Print Large Batches of Paper Claims
When a large number of claims need to “drop to paper” for some reason, quickly select that batch of claims, process them, and send them to your printer.
Use Contract Fee Schedules to Find Payment Discrepancies
Load a payor’s contract fee schedule into PCC EHR, and you’ll always know when they fail to pay you what you’re promised.
Send Billing Messages via Text or Email
Use the Report Library to follow up on personal balances via text or email.
Generate Multiple Forms as a Batch
Select a form letter and print or send it to a group of accounts.
Display Sibling and Patient Data on Account Forms
Display each siblings’ patient information when generating an account form.
Clinical
Better Handling of Clinical Data Associated with Portal Messages During Chart Exports
Patient chart exports only include documents, diagnoses, orders, prescriptions, vitals, and other clinical data associated with portal messages when portal messages themselves are selected for export.
Spend Less Time Exporting Charts
Changes under the hood improve the speed of chart exports so you can move on to other tasks sooner.
Cancel Stalled Chart Exports and Resume Work in PCC EHR
When a chart export is taking too long, you can cancel it and resume work in PCC EHR.
Prescribe from Your Smartphone
Prescribe from anywhere! Log into pocketPCC on your mobile device and click over to PCC eRx to review patient medications and prescribe just the way you’re used to doing on your laptop or desktop computer.
Use Snap Text in PCC eRx
Use Snap Text shortcuts to quickly enter taper instructions and other common prescribing phrases whether you are prescribing from your computer or your phone.
Lab Flow Sheet Improvements
Improved display of lab orders and tests so that a provider can more easily find and review the results they need in a useful order or grouping.
Display Document Images for All Documents in pocketPCC
View documents directly within pocketPCC, without the need to download them.
Align Blood Pressure Percentiles with Current AAP Standards
Updating PCC EHR’s calculation of patients blood pressure percentiles using the AAP’s updated normative tables from 2017.
Easier Access to Snap Text While Charting
Quickly review and find the Snap Text you need while charting.
Retrieve and Save TIFF Files from Other Health Care Organizations
When partner healthcare organizations in the Carequality network provide images in the TIFF file format in response to your practice’s Clinical Document Exchange queries, you can retrieve and save them to your patients’ charts in PCC EHR.
Support for Quest Business Units
In preparation for the ability to order labs electronically from PCC EHR, PCC introduces background configuration and infrastructure to support Quest Business Units. Quest Business Units are regional subsidiaries of Quest Laboratories that each have their own test code compendia, which are essential for accurate test and result routing. Every practice that contracts with Quest Laboratories belongs to a Business Unit.
Export a Patient’s Whole Chart
Export a password-protected version of your patient’s whole chart in just a few clicks, with the option to include information marked as confidential.
Import More Document Types from Hospitals and Other Health Care Providers
You can already retrieve Continuity of Care Documents (CCDs) from hospitals and other health care providers and import them into PCC EHR. Now, you can additionally import PDFs, image files, and text documents.
See Vitals in Chronological Order on Summary of Care Reports
When you generate a Summary of Care report for a patient in PCC EHR, their vitals measurements will display chronologically by encounter date.
Bidirectional Exchange with Immunization Registries in New Hampshire and New Mexico
Pull immunization records on-demand from NHIIS, New Hampshire’s immunization registry, and NMSIIS, New Mexico’s immunization registry, and import relevant updates into your patient’s history. Bidirectional exchange also includes automatic nightly submission of your immunization data to the registry.
Print Lab Specimen Labels
When you order labs in PCC EHR, print specimen labels with the patient’s name, date of birth, sex, and specimen collection date, time, and source in a format that is compatible with your DYMO label printer.
Record a Specimen Source for Lab Orders
When you order a lab in PCC EHR, record a specimen source as part of the order. When you print a specimen label, the source appears with the collection date and time.
See Refused and Contraindicated Immunizations when Importing from the Registry
When you retrieve patient immunizations from your registry, you can clearly identify which ones were Refused or Contraindicated and decide whether or not to import them into the patient’s chart.
Filter Pharmacy Communications by Location
Use the Location filter the Rx Queue to focus on the renewal requests, change requests, and prescription errors that are relevant to the location where you work. With less clutter, it’s easier to tell when you need to take action.
Register for EPCS in Fewer Steps
When you register for electronic prescribing for controlled substances (EPCS), your credentials become active as soon as you complete identity proofing and register your tokens.
C-CDA Improvements
PCC 10.1 reduces C-CDA communication errors with vendors by improving how email addresses are extracted from your PCC system. Additionally, PCC EHR will provide test result interpretation codes and reference ranges with C-CDA Summary of Care records whenever possible.
Small But Mighty eRx Improvements and Bug Fixes
PCC 10.1 delivers another batch of small but mighty improvements and bug fixes. We’re tuning up dose limit warnings for patients who meet adult dosing criteria, fixing issues with stubborn fields on Augmentin prescriptions, preventing asynchronous errors when renewing prescriptions, and more.
Optionally Include Phone Notes with Patient Chart Exports
Choose whether to include phone notes and all associated clinical data when you export a patient’s chart. Chart exports exclude phone notes by default.
Bidirectional Immunization Registry Connections in Texas (ImmTrac2), Hawaii (HIR), and Massachusetts (MIIS)
Practices in Texas, Hawaii, and Massachusetts can pull immunization registry records on demand in PCC EHR in addition to being configured for automatic nightly submission to the registry of immunizations administered in-office.
More Options for Resending Prescriptions
Resend prescriptions from more spots in PCC eRx; train clinical staff to re-queue corrected prescriptions for a prescriber to send later; and resend or reroute any prescription in a three-month supply when the patient is ready to fill it.
Simpler Identity Proofing for EPCS
A new Exostar identity proofing method lets new providers register to prescribe controlled substances by submitting a picture of their photo ID instead of answering questions based on their credit histories.
Find Settings More Easily in PCC eRx
PCC is freshening up the My Settings page in PCC eRx so you can find options faster.
Better Control over the Drug Name and NDC You Send to the Pharmacy
For drugs that have a range of brand equivalents with different release mechanisms, like methylphenidate ER, communicate your intent to the pharmacy by choosing the specific drug name and NDC you want to have appear on your prescription.
Mid-Parental Height Right Where You Need It
Record parents’ heights and calculate mid-parental height right where you need it: in the 2 to 5 and 2 to 20 year growth charts.
Jump from a Patient to a Sibling in pocketPCC

Jump from one sibling to another with a single click. The siblings component in pocketPCC now includes a link to each sibling’s chart.
Electronically Submit Prior Authorization Requests for Medications
Initiate, fill out, and submit prior authorization forms right from PCC EHR when a patient’s insurance company requires it for medications and other prescribed items.
Chart Faster With a Built-In Scribe
Focus on your patients without sacrificing note quality. PCC’s built-in AI Scribe seamlessly and securely turns conversations into visit notes that follow your content and formatting preferences.
Order Quest Labs Electronically
Submit lab orders directly to Quest without ever leaving PCC EHR.
Practice Administration & Oversight
PCC EHR Becomes Certified EHR Technology (CEHRT)
PCC EHR supports your participation in incentive programs that require the use of a certified EHR.
Mark Messaging Tasks as “In Use” When A User is in the Task
Avoid duplicating work when messaging patients and families. Messages currently open by other EHR users will be marked as “in use”.
Set Your Own Margins on Patient Forms
Set your own margins for your practice letterhead and body elements on patient forms. Control the letterhead margins separately from the rest and see your forms shine.
Improved Patient Portal Identity Verification Date Selection
When logging in to Patient Portal for the first time, entering a patient’s date of birth is easier using a new date selection tool.
Merge Duplicate Patients in PCC EHR
Combine a pair duplicate patient records into a single patient record within PCC EHR.
View a Patient Portal message Thread When Replying
While composing a reply to a patient portal message, previous messages in the conversation will be visible.
Find a Specific Message Thread Easily in Patient Portal
Patient Portal’s Messaging component will list the patient’s name, if more than one patient is assigned to the account, an All Messages page displays a searchable list of all previous messages.
Merge Duplicate Accounts in PCC EHR
Combine duplicate accounts into a single account in PCC EHR, and maintain patients, billing history and account notes.
Hide Inactive Patients in Search Results
Optionally hide all inactive patients in patient search results.
Search for Patients by Care Center
Narrow your search results and find the patient you’re looking for by limiting search to a single care center
Use Status Flags to Prevent Scheduling Patients
Manage your patient and account flags to select which flags will prevent a patient from being scheduled through Appointment Book
Change the Name in the Portal Messages ”From” Field
Change the name that appears in the “from” field for patient portal messages.
Report on Provider Productivity in the Report Library
Run reports on charges and payments broken out by provider within the Report Library.
Report on Payments and Adjustments by Payment Type
Review total payments and adjustments by payment type in the Report Library.
Report on Payer Contract Payments (Allowables) in the Report Library
Review overpayments and underpayments by payer group and by check in the Report Library.
Report on VFC Eligibility Status in the Report Library
Maintain your practice’s Vaccines for Children (VFC) enrollment with the new VFC Patient Population report in the Report Library. Annual registry reporting is faster and easier when you use this report to determine the eligibility status of various age groups within your patient population.
Report on Clinical Quality Measures (CQMs) in the Report Library
When you need to collect data for your PCMH certification or other external clinical quality measures, use these three new reports in the Report Library to find the information you need.
Export Large Data Sets from the Report Library
If you want to download a report with over 20,000 rows and work with it in a spreadsheet, use the Export Results button to export your large data set to your workstation.
Reveal Inactive EHR Users

Find the users you’re looking for without the clutter of inactive users getting in the way. In PCC EHR’s User Administration tool, inactive users are hidden by default.
Find the Right User in pocketPCC Messaging
Find the users you’re looking for exactly where you expect them to be. When assigning portal messages within pocketPCC, the list of users now displays in the order you set in User Configuration instead of alphabetically.
Track Visit Statuses from Anywhere

Stay updated on the status of every visit at your practice from your phone. PocketPCC now displays the status of each visit on the schedule page.
Report on Schedule Usage
How can you tell if you’re making the most of your scheduling resources? The improved Provider Schedule Utilization report gives you data on appointment distribution across your schedules, providers, and locations over time.
Spellcheck Your Form Letters
Check your spelling as you type in the Forms Configuration tool.
Report on Visit Revenue by Provider in PCC EHR
Review total visits and revenue by provider and month in the Report Library.
Data Warehouse Development
Improved reporting solutions with data warehouse infrastructure.
Scheduling & Front Desk
Use Flags to Prevent Self Scheduling
Do you have patients with scheduling challenges or unusual requirements for an appointment? Add a flag to prevent them from self scheduling in the patient portal.
Activate Patient Portal Scheduling One Care Center at a Time
Portal Scheduling can be enabled for your Care Centers independently, so you can ease into using portal scheduling one center at a time.
Take Control of Portal Scheduling Search Rules
Choose how soon and how far into the future the patient portal should offer appointments for each of your scheduling categories.
Self-Scheduling Through Patient Portal
Allow patient portal users to schedule visits through the Patient Portal without the need to call your practice.
Customize the Search Rules for Portal Scheduling Categories
Configure the Portal Scheduling Search Rules to match your practice’s scheduling needs.
Enable Portal Scheduling by Care Center
Select which Care Centers should be available for scheduling via Patient Portal.
Schedule Appointments for the Whole Family in Patient Portal
Schedule the whole family at once through the patient portal. Select multiple patients while scheduling and the patient portal will find time slots to fit everyone back-to-back.
Find Exactly the Right Appointment Time in Patient Portal
Patients and families can find the perfect appointment time slot quickly and easily. Page through available time slots, or jump directly to the most convenient day instead of scrolling endlessly.
Schedule More Than Just Sick or Well Visits in Patient Portal
Expand your patient portal scheduling with two new Patient Portal scheduling categories: Other and Vaccine Only.
Streamlined Patient Portal Scheduling Configuration

Patient portal Scheduling Configuration gets a new, streamlined, look, so you can review and manage self-scheduling efficiently.
Appointment Notes for Every Appointment

Get essential information during scheduling and stay informed about what your patients need. You can now require users to include an Appointment Note when self-scheduling in PCC’s patient portal.
Self-Scheduling Only with a Patient’s PCP

Ensure that patients see their own provider. Each Patient Portal scheduling category includes a new option to require a patient to be scheduled only for their assigned PCP.












