Charge Posting Workflow
Charge Posting in PCC EHR
- Find an appointment with a “Ready to Post” status on the Schedule screen
- Click on “Ready to Post” to open the Post Charges workflow
- Review the visit history and patient details
- Click on Post Charges
- Adjust diagnoses and procedures if necessary
- Link or adjust linking of procedures to diagnoses
- Add modified versions of procedure codes using the drop down
- Add any required procedures or diagnoses on the fly, such as form fees. These will not appear on the chart note
- Set a primary diagnosis for each procedure in the Procedures component
- Adjust units, responsible party and copay if necessary
- Selections in the Procedures component reflect what is stored in the practice management configuration (price schedules, auto adjustments, copay rules, Medicaid plans where nothing reverts to personal)
- Enter additional claim information
- Change the billing provider if necessary
- Add prior authorization, EPSDT, referring provider, etc. as needed
- Review the balance and totals
- Review the amount due for today’s visit
- Check the previous balance due (review the details the Patient Details protocol)
- The time of service payment posted during check in will not be reflected in the ledger until the charges are saved
- Enter payment information
- Select a payment type from the drop down. These payment types are stored in the Table Editor
- Fill out payment details
- Click Add Payment to record additional payments
- The ledger adjusts to reflect payments and the new balance
- Click Save + Post
- See that the visit is marked as Posted on the Schedule screen
- Once charges are posted, a claim is queued up. Any further adjustments (deleting charges and payments, for example) should be handled in Correct Mistakes in Practice Management
- Generate a receipt
- You can generate a receipt from the Post Charges protocol
- From the Schedule screen, click on the Posted billing status to reopen the protocol and print a receipt
- Return to an encounter at a later time to post more charges or payments
- If a provider updates an encounter with new charges, the billing status on the Schedule screen will read New Items
- Click on New Items to open the Post Charges protocol and review any new procedures and diagnoses
- Items that have already been posted will be checked off and greyed out
- Adjust the new procedures and diagnoses as necessary
- Post charges for hospital visits and other encounters with no appointment
- Use checkout in the Practice Management window
- This will be brought into PCC EHR in an upcoming release
- Use checkout in the Practice Management window
- Work with patient and encounter information while posting
- Review the patient details ribbon for Insurance, Demographics, etc.
- Research previous personal balances with the Account Balances component
- Use the Encounters with Outstanding Personal Balances triangle to reveal details
- Use the Documents tab in the Patient Details protocol to view the insurance card, forms, etc.
- Review the patient’s visit history or optionally open the visit note for today’s appointment to view orders, notes, and other details