Assign a Billing Provider After Charges are Posted

You may need to assign a billing provider to a charge or a visit after it has been posted. You can change the billing provider for a previously-posted charge on the Visit Status screen in the Correct Mistakes (oops) program.

Run oops and Find the Account

You can run oops from the Practice Management windows or via a link from another program. The location of the program in your practice’s windows may differ.

Locate the Charges

Press Page Down to scroll through the charges and locate those that need a different billing provider.

Press F5 – Visit Status and Enter the Charge Numbers

Press F5, enter the numbers next to the charges you need to change, and press Enter.

Select a New Billing Provider for Each Charge

In the fields provided, select a new billing provider. Use the asterisk (*) to choose from a list of providers.

Press

F1 – Save Changes

As soon as you press F1, the new billing provider will be assigned to the charges. You do not need to rebatch the claim. When a claim is generated for the selected charges, it will show both the provider of service and the new billing provider.

Here are some related articles in Billing and Practice Management > Edit Charges and Encounter Claim Information:

Edit Encounter Charge Information and Generate a New Claim
Use the Correct Mistakes (oops) program to review an account's charge history, adjust the responsible party for a charge, change charge and encounter information, resubmit claims, and link or unlink payments. Correct Mistakes is part of PCC's under-the-hood Practice Management window (Partner).
Change Diagnoses, Hospital, or Other Claim Information After Charges Are Posted
If you need to update the diagnosis, hospital, or other visit information for a visit, follow the procedure below. Remember that you will also need to rebatch (or reprint) the insurance claim when you are finished.
Adjust Charge Details and Claim History (Correct Mistakes)
When you need to fix charge and claim details, change the responsible party for an encounter, or alter encounter information that appears on a claim (such as diagnoses or prior authorization numbers), use the Correct Mistakes tool in the Practice Management window. After you make changes, you can resubmit claims. You can also use oops to research the billing and payment history for each encounter on an account.
Edit an Encounter’s Diagnoses, Billing Provider, and Other Claim Information
Your practice can enter a diagnoses, adjust the billing provider, and add other claim information when you Post Charges in PCC EHR. If you need to make changes later (and resubmit a claim), use the Visit Status screens in Correct Mistakes (oops) in the Practice Management window. You can change diagnoses, the billing provider, and adjust other important encounter information for a charge.
Unlink and Relink a Payment
If you post a payment and later discover the procedure or payment was a mistake, you may need to "relink" the payment to different procedure.
Change the Responsible Party and Copay for Charges
Your practice can adjust the responsible party for a charge and edit copay amounts when you Post Charges in PCC EHR. If you find out the patient's policy has changed, you can edit the charges later in Correct Mistakes (oops), found in the Practice Management window. You can change the responsible payor for any charge on any encounter, and change the portion of the charge that is the copay.
Enter and Review Encounter Visit Notes
You can add and review visit notes for an encounter in Correct Mistakes (oops).
Add an Attachment Code to a Claim
If a secondary insurance requires the EOB from the primary, or any claim requires a certificate of medical necessity, discharge summary, or other clinical documentation, you can add attachment codes to a visit’s charges, generate a unique attachment ID, and specify the attachment type and method.
Change an Encounter’s Billing Place of Service After Posting Charges
You can adjust an encounter’s place of service when you Post Charges in PCC EHR. Sometimes you need to change the billing place of service of an encounter after the charges have already been posted. Read below to learn how to change the billing place of service of a phone note, portal message, or visit […]
Change the Copay Due on a Charge After Charges are Posted
Learn how to change the copay due on a charge. You may need to do this after charges have been posted and a claim has been filed.

Related Articles