Bill for Phone Encounters and Portal Messages
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Bill for Phone Encounters and Portal Messages (6.5 min • 2020-03)
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After you complete a phone note or portal message thread in PCC EHR, you can bill for the encounter right in PCC EHR.
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- Here are some related articles in Billing and Practice Management > Get Started in Billing and Practice Management > Billing and Practice Management > Post Charges and Bill for an Encounter > Clinical Tasks > Select Codes and Make a Visit Ready for Billing > Clinical Tasks > Triage a Phone Call:
Check Patient Insurance Eligibility
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Make a Visit Ready for Billing in PCC EHR
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.Triage Phone Calls in Partner (pen)
The Phone Encounter Notes program (pen
) is a powerful tool for handling patient phone calls. While you are on the phone with a patient, this software allows you to view patient information, record notes from the call, and perform many other useful functions.- 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.Make an Encounter Ready For Billing in PCC EHR
Follow the procedure below to send procedures and diagnoses from PCC EHR to the Partner Checkout (checkout
) program.Review What Was Billed for an Encounter
After you bill a visit in PCC EHR, you can return to the patient chart and review what was sent to thecheckout
program.- You can access PCC EHR's online Help system directly, while logged in.
- Follow this procedure to log in to the PCC EHR.
- The sections below describe the many tools for finding and opening a chart, once you have logged in to PCC EHR.
Bill for Phone Notes and Portal Messages as Telemedicine Encounters
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.15 Tips to Optimize Your PCC EHR Experience
A collection of easy yet powerful tips to help you streamline your workflow with PCC EHR.Generate Form Letters in PCC EHR
Your practice can generate visit forms, excuse letters, lab requisitions, and other form letters in PCC EHR. Whether you print forms on paper, or create electronic copies in the patient's chart and send them via the patient portal, PCC EHR can create the form you need.Use PCC Tools to Improve Care for Chronic Disease, Permanent Abnormalities, and Other Special Needs
PCC EHR includes several different tools and features that can help you manage the care you provide for your patients with chronic disease, disabilities, or other special needs.Reconcile Payments and “Prove Out” at the End of the Day
You can quickly and easily reconcile payments that your practice has posted in PCC EHR. Run the Payment Reconciliation report in order to prove out, checking against your cash drawer and records at the end of the day or the end of your shift. Open the Payment Reconciliation report from the Report Library in PCC […]Post Charges and Check Out Patients in PCC EHR
Contents1 Overview Procedure: Post Charges and Payments in PCC EHR2 When is an Appointment Ready to Post?2.1 Can You Post Charges While Another User Edits the Account’s Charges?3 Post Charges for Phone Note and Portal Message Encounters4 Post Charges for Hospital Visits and Other Charges with No Appointment5 Review and Update Patient and Encounter Information […]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 in PCC EHR
Learn how to schedule, chart and bill a telemedicine visit with PCC.Bill for Phone Encounters and Portal Messages
After you complete a phone note or portal message thread in PCC EHR, you can bill for the encounter right in PCC EHR.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.Analyze and Respond to COVID-19’s Impact in Your Dashboard
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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
Contents1 Review the Schedule Screen and Messaging Queue Daily for Billing Status Updates1.1 Ready to Post1.2 New Items2 Set Default Billing Status Filters3 Run the Encounters by Billing Status Report4 Establish a Billing Routine4.1 Contact PCC for Additional Workflow Support After clinicians sign their visit notes, it’s up to billers to make sure the practice […]Post an Administrative Fee Without an Appointment in PCC EHR
Learn how to post a forms fee or any other administrative charge that could occur outside the context of an appointment.Post Hospital Charges in PCC EHR
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.View and Work with a Patient’s Billing History in the Chart
You can review all of a patient's billable encounters in the Billing History section of a patient's chart.- This is a placeholder for the article excerpt, a one or two sentence summary.
Video: Post an Administrative Charge
This is a placeholder for the article excerpt, a one or two sentence summary.Video: View and Work with a Patient’s Billing History in the Chart
You can review all of a patient's billable encounters in the Billing History section of a patient's chart.Video: Post Hospital Charges in PCC EHR
This is a placeholder for the article excerpt, a one or two sentence summary.