Make a Visit Ready for Billing in PCC EHR

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.

When insurance carriers send payment and adjustment information, either on an EOB or an ERA, they often include a code with a small message. These codes are known as CARC values, or Claim Adjustment Reason Codes, and they are an industry-wide standard.

Every insurance claim in Partner has a unique identification number. The number appears in various Partner reports and programs, and you can use it to improve claim tracking and payment posting.

Follow this procedure to prepare and send claims.

Partner's insurance billing tools help submit claims, review rejections, and work down your insurance accounts receivable. Partner helps you maximize the use of your time as you pursue proper insurance reimbursement.

Hopefully most of your claims are submitted electronically. Some claims must still be printed on paper, however. The procedure above provides the basics. This section describes additional details and options in the hcfa program.

How is a claim created, and what happens in the background to make sure your practice is paid? Read below to learn some of the "under the hood" workings of claims after you post charges into PCC EHR.

The medical biller's job would be easier if accounts paid on time and insurance companies reimbursed the correct amount. Unfortunately, accounts build up balances and credits and insurance companies overpay, underpay, and demand "takebacks."

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.

While charting a visit in PCC EHR, you can use the Bill feature to edit an electronic encounter form and send procedures and diagnoses to the Partner billing system for patient checkout. The sections below describe the billing procedure, how to review what was billed, and how to configure the electronic encounter form.

Follow the procedure below to send procedures and diagnoses from PCC EHR to the Partner Checkout (checkout) program.

After you bill a visit in PCC EHR, you can return to the patient chart and review what was sent to the checkout program.

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.

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.

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.

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.

Use the Billing Configuration tool to configure billing behaviors of procedures and diagnoses and the Billing screen in PCC EHR. Follow the procedures below to open the Billing Configuration tool and make changes.

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 […]

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.

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 […]

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.

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 […]

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 […]

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

When you schedule and perform a telemedicine visit, it makes sense to use your office location—the doctors can see their whole schedule, and your practice can see what’s happening at a glance. When it’s time to bill, however, some carriers require a special telemedicine place of service. It can be cumbersome to manually switch the […]

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