Bill for Phone Encounters and Portal Messages

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.

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.

Use the Messaging queue to review outstanding phone tasks, lab follow-up calls, and other tasks that you need to perform.

Follow the procedure below to confirm the diagnoses and procedures for an encounter and make it ready for billing.

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 and queue up a claim for an encounter, you can review and update patient and encounter information, double-check the linking and codes that the clinician selected, and post payments.

Learn how to schedule, chart and bill a telemedicine visit with PCC.

Read this article to learn about configuration options and implementation recommendations for the Post Charges features in PCC EHR.

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.

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.

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.

When you need to add a new billing code to your PCC system, create a new version of a code that includes modifiers, or adjust your practice’s prices for procedures or adjustment types, use the Tables tool in the Configuration menu.