Prepare an Encounter for Billing
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Prepare an Encounter for Billing (6 minutes • 03-2021)
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Learn how to review and link diagnoses and procedures and make a visit ready for billing in PCC EHR.
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- Here are some related articles in Billing and Practice Management > Clinical Tasks > Select Codes and Make a Visit Ready for Billing:
Check Patient Insurance Eligibility
PCC automatically checks insurance eligibility for all of a scheduled patient's active insurance plans, if the carriers support automated eligibility. You can use eligibility features in PCC to review and confirm eligibility for upcoming appointments. You can also review and re-check a patient's insurance eligibility status during Patient Check-In.- This demo walks you through the charting experience in PCC EHR, focusing on many of our pediatric-specific features and workflows.
Chart with Answer Memory, Last Answer, and Your Custom Auto-Notes
This is a placeholder for the article excerpt, a one or two sentence summary.Prepare an Encounter for Billing
Learn how to review and link diagnoses and procedures and make a visit ready for billing in PCC EHR.- This is a placeholder for the article excerpt, a one or two sentence summary.
Chart with Answer Memory, Last Answer, and Your Custom Auto-Notes
PCC EHR has several unique tools that help you enter notes on a chart faster. This help article lists those features and includes procedures and links for configuring them.Prepare an Encounter For Billing
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.Review and Edit Sibling Charts
You can open several sibling charts and work on them at the same time, flipping back and forth between them as needed.- Chart notes are made up of different sections, or elements, that a particular visit type needs. The custom chart note is called a protocol. You will see a different protocol for different visit reasons, and providers may have their own, custom protocols.
- Read the procedure below to learn about each step of a typical visit in PCC EHR.
Delete an Encounter from a Patient’s Chart
You can delete a visit created in error in PCC EHR. When you delete a visit, all vitals, chart notes, orders, and other items created for the visit are removed from the patient's record.Search the Patient Visit History or within a Charted Encounter
You can select Find from the Edit menu to search through a visit chart note, the medical summary, or another protocol-based chart section. You can also use your operating system's keyboard shortcuts (ctrl+F on Windows or Linux, command+F on Macintosh).- PCC EHR automatically checks your spelling as you type.
Find and Refine Diagnoses as You Chart
PCC EHR can help clinicians select a more specific diagnosis description. After they select a diagnosis, they can use a pull-down menu to refine the selection.- If a patient has an appointment today, or a provider has opened a chart note using the Visit History chart section, visit-related buttons for charting appear under the "Visit" headline in the lower- left navigation of the chart.
- If a patient or family requests that you amend information in their chart, you can now record that amendment request. For example, if a family objects to a diagnosis in the patient’s chart, you can create an amendment request on the visit for that day. While viewing a chart note (or phone note or message […]
Hide Sensitive Diagnoses from the Patient Portal and Patient Reports
Contents1 Hide a Single Patient’s Diagnosis or Problem2 Where Does a Locked Diagnosis Still Appear? How Do I Send Records?3 Configure Default Hidden Diagnoses In PCC EHR, you can mark any diagnosis or Problem List, allergy, or Family Medical History list item as private. A private or “locked” diagnosis will not appear on patient reports […]Claim Rejection Reasons, Part 1: Rejections You Can Fix Before the Claim is Sent
First in a video series covering claim rejection basics: Why are claims rejected, and what can you do about it?Claim Rejection Reasons, Part 2: Rejections From a Claim Clearinghouse
Part 2 of PCC's Claim Rejection video series, this video reviews common rejection reasons from the claim Clearinghouse.Claim Rejection Reasons, Part 3: Rejections from a Payer
Part 3 of PCC's Claim Rejection video series, this video reviews common rejection reasons from payers.PCC EHR Overview 5: Chart A Visit
Watch this video to learn how to chart a visit using PCC EHR, including a review of basic components, diagnoses, and autonotes.Bill for Phone Notes and Portal Messages
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Use Reports in PCC EHR to follow up on missed charges to improve revenue.- Become credentialed and enroll for services to accommodate the merger of Tricare to Tricare East. NOTE: Some of the web site details in the video have changed. Visit the link below to read new details and guidance.
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 […]- 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.
- 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.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.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.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.
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.
- 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 in the Chart
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.
- Use this new user training outline to learn how to complete billing tasks in PCC.
Post Personal Payments and Write Off Charges
Watch this video to learn how to post any personal payment in PCC EHR. Along the way, learn about Account Notes and bad debt write-offs.Create and Manage Forms in PCC EHR
Start creating your own patient form letters in PCC EHR.Use a Billing Service with PCC
PCC maintains an index of billing services that have used PCC in the past, along with a quick “things to consider” Billing Service Shopping List for practices who are looking into using a billing service.- Watch this video to learn how to use the Claim Holds tool to hold back claims for specific dates of service, billing providers, locations, and insurance plans.
Hold Claims for Specific Dates of Service, Billing Providers, Locations, and Plans
When your practice needs to prevent certain claims from being submitted, you can create a claim hold. A claim hold prevents claims from going out for specific dates of service, billing providers, places of service, and insurance plans.Review Payment History and Edit Personal Payments
You can review payment history by encounter, or see all payment history for an account. You can also edit personal payments that were posted incorrectly, or that are linked to the wrong charges.- You can print a receipt whenever you post a payment. You can also print a receipt for any payment(s) in an account's history.
- You can print a receipt whenever you post a payment. You can also print a receipt for any payment(s) in an account’s history.
Post a Returned Check or Other Payment Reversal
Learn how to post a returned check, stopped credit card payment, or other payment reversal in PCC EHR.- Learn how to submit claims with PCC.