Prepare an Encounter for Billing

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.

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.

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.

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 […]

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 […]

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.

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.

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.

You can review all of a patient's billable encounters in the Billing History section of a patient's chart.

Use this outline, and linked materials, to learn how to complete billing tasks in PCC.