Prepare an Encounter for Billing
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Prepare an Encounter for Billing (7.5 minutes • 2019)
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Learn how to review and link diagnoses and procedures and make a visit ready for billing in PCC EHR.
Related Articles
- Here are some related articles in Clinical Tasks > Chart a Visit > Billing and Practice Management > Bill Insurance > 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.CARC Values in Practice Management
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.
- This demo walks you through the charting experience in PCC EHR, focusing on many of our pediatric-specific features and workflows.
Answer Memory, Last Answer, and Auto-Notes in PCC EHR
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.
- 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."
Chart with Historic Answer Memory, Last Answer, and 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.Make an Encounter Ready 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 Patient History, Chart Note or Protocol-Based Chart Section
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.Configure PCC EHR Billing and the Bill Window
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 […]
Send Attachment Codes on PCC Claims
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.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 […]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 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.Schedule, Chart, and Bill a Telemedicine Visit in PCC EHR
Learn how to schedule, chart and bill a telemedicine visit with PCC.Dr Hagan On Performing Well Visits via Telemedicine
Can pediatricians perform well child visits with telemedicine? Will practices be paid? Dr. Hagan explains Well Visits via Telemedicine and provides his recommendations and ideas.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.Set a Default Billing Place of Service for Telemedicine Visits
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 […]- This is a placeholder for the article excerpt, a one or two sentence summary.