Bill for Phone Encounters and Portal Messages
If the video does not start automatically, view it here.
Bill for Phone Encounters and Portal Messages (6.5 min • 03-2020)
If the video does not start automatically, view it here.
After you complete a phone note or portal message thread in PCC EHR, you can bill for the encounter right in PCC EHR.
Related Articles
- Here are some related articles in Billing and Practice Management > Select Codes and Make an Encounter Ready For Billing > Clinical Tasks > Select Codes and Make an Encounter Ready for Billing > Clinical Tasks > Triage a Phone Call:
Prepare an Encounter for Billing
Learn how to review and link diagnoses and procedures and make a visit ready for billing in PCC EHR.Work With Phone Notes and Tasks
How does your practice triage a phone call? Take messages, record advice, and make sure that every callback happens? Watch this video to learn how to create a phone note in PCC EHR. You'll also learn the basics of tasks and the Messaging queue.- When the phone rings, follow this procedure to enter a new phone note in a patient's chart and optionally create follow-up tasks and orders. Read this article to learn how to add or delete a phone note.
Review Patient Phone Note History
A phone note record is stored just like any patient visit: in the Visit History, in the chart. Open a chart and click on Visit History to review all previous phone notes.Work on Messaging Tasks, Document Tasks, Call Backs, and More
Use the Messaging queue to review outstanding phone tasks, lab follow-up calls, and other tasks that you need to perform.Prepare an Encounter For Billing
Follow the procedure below to confirm the diagnoses and procedures for an encounter and make it ready for billing.Bill for Phone Encounters and Portal Messages
Your practice can bill for phone calls and portal messages. Read this article to learn how to chart and bill for a phone encounter (or portal message thread). You'll also find configuration instructions and tips for turning phone calls and portal messages into billable telemedicine encounters.- Use this new user training outline to learn how to complete billing tasks in PCC.
- As you post charges, you can review and update patient information (like insurance eligibility), double-check the linking and codes that the clinician selected, and post any payments received.
Create Referrals, Labs, and Orders on Phone Notes (and Other Messages)
As you take down a phone note or respond to a portal message, you can click to create a referral, a lab, or another order. Watch this video to see examples and learn more.- Watch this video to learn how to review encounter information and post charges for an appointment in PCC EHR.
Schedule, Chart, and Bill a Telemedicine Visit
Learn how to schedule, chart and bill a telemedicine visit with PCC.Schedule, Chart, and Bill a Telemedicine Encounter
Schedule a telemedicine appointment with optional video connection information and then chart and bill the visit using PCC EHR. Patients and families will see telemedicine information in the portal, and billers will have everything they need to post charges and queue up a claim.Configure Post Charges in PCC EHR
Read this article to learn about configuration options and implementation recommendations for the Post Charges features in PCC EHR.Find Encounter Charges That Need to Be Posted
Use the Schedule and Messaging queues in PCC EHR, along with the Encounters by Billing Status Report, to ensure that your practice has posted charges for every encounter.Post Administrative Fees Without an Appointment
Learn how to post a forms fee or any other administrative charge that could occur outside the context of an appointment.- Read this procedure to learn how to create a hospital encounter on a patient's chart, post hospital diagnoses and charges, adjust claim information, and queue up a claim.
Review an Encounter’s Billing History
Use the Billing History in a patient's chart to see full details of what was billed for an encounter, what payments were collected, when claims were sent, acknowledged, and received, and more.- Learn how to sign visits, phone notes, and documents within pocketPCC.
- Learn how to post a forms fee or any other administrative charge that could occur outside the context of an appointment.
Work with a Patient’s Billing History
You can review all of a patient's billable encounters in the Billing History section of a patient's chart.- Learn how to post charges for a hospital encounter in PCC EHR.