Configure Post Charges

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

Grant Users Permissions to Post Charges

Before an individual can post charges in PCC EHR, you must grant permissions to their user role. You should review your user roles and decide which users should be authorized to post charges and queue up an insurance claim.

Open the User Administration tool and visit the Roles tab.

You can create a new “Biller” role, or use an existing role.

When you edit the role, add the new “Post Charges” permission.

Next, review each user at your practice who will post charges and add the role.

For a more detailed guide to setting up roles and configuring user permissions, read Set User Roles for Permissions and Security.

Configure Order Billing, Diagnosis Mapping, and the Bill Window

Before you post charges, the clinician selects SNOMED diagnosis descriptions on the chart note, confirms or adjusts the resulting mapped ICD-10 codes (for billing on a claim), and also selects orders and performs procedures that will become charges for the encounter.

Where do you set the procedures that your practice will bill for each procedure and order? Can you adjust ICD-10 code mapping? Can you change the clinician’s “Bill” window so they can select the correct codes, which will make posting charges easier?

Read Configure Order Billing, Diagnosis Mapping, and the Bill Window to learn more.

Configure Billing Behaviors for Each Payer

As you work in Post Charges, PCC EHR can automatically adjust due amounts and what appears on a claim based on your selection and your practice’s configuration.

PCC supports configurations for price schedules, copay rules, capitated plans that adjust off charges immediately, and Medicaid plans (where nothing reverts to personal due). Your practice can customize the billing behavior of any procedure for any insurance plan.

For example, PCC EHR can automatically calculate copays based on procedure codes or percentages. Your staff should rarely have to manually change the copay amount due. The correct amounts will appear in the Procedures component automatically.

For help customizing billing behavior of insurance plans, contact PCC Support.

Create Alerts for Post Charges

Would you like to alert your staff when they open Post Charges? You might have specific reminders you want to deliver when a patient has a certain insurance policy, has an account flag, or when other criteria apply.

You can use Clinical Alerts in PCC EHR to automatically alert your staff when they open Post Charges. To learn how to create a Clinical Alert, read Clinical Alerts.

Configure Your Schedule Screen to Display Insurance Groups

Use the Schedule screen in PCC EHR to see a patient’s current primary insurance group so that you can prioritize which encounters to post first.

Changes to the patient’s current insurance, such as expiring or switching policies, are reflected on the Schedule screen.

The Primary Insurance column displays the short name for the insurance group associated with the patient’s primary insurance plan. You can change the short name in the Insurance Group table editor. To learn more about working with insurance groups, read Edit the Insurance Plans On Your PCC System.

The Primary Insurance column on the Schedule screen is optionally available for the whole practice. Go to Practice Preferences in the Configuration tool and select “Display ‘Primary Insurance’ column on Schedule screen” to enable this column.

Configure Your Practice’s Patient Details Protocol for Post Charges

As you post charges in PCC EHR, you can review a customizable Patient Details ribbon.

You can customize the Patient Details protocol to include any components your practice will need when they post charges.

Select “Protocols” from the Configuration menu to open the Protocols Configuration window.

Click “Post Charges – Patient Details” to customize the protocol.

To learn more about how to add and customize components on a protocol, visit the Configure Chart Notes and PCC EHR Components section of learn.pcc.com.

Configure Clinicians, Procedures and Prices, and Places of Service

In addition to the items above, there are many aspects of your PCC system that relate to charge posting. For help with any configuration option or maintenance need, talk to PCC Support.

Configure Clinicians

You can adjust clinician billing details, including NPI and Taxonomy Code, in the Providers table. See Add and Configure a New Clinician in your PCC System to learn more.

Contact PCC Support for help configuring which clinicians are selected automatically as the billing provider. PCC can also set up per-payor claim configuration for clinicians.

Update Your Practices Procedures and Prices

Read Edit Your Practice’s Procedures, Codes, Adjustments, and Prices to learn how to manage your practices codes and prices.

Configure Locations (Places of Service)

For help adding a location or adjusting the billing information for a location, contact PCC Support.

Set Up Subparts of a Main Billing Location

If your practice bills for several facilities, such as when you have a multiple locations across town, you can designate that a location is a subpart of your main billing location.

To make that change, contact PCC Support and ask them to configure one of your locations as a subpart of a main billing location for claim purposes.

Your PCC system will then automatically use the correct logic to include (or leave out) service facility location information based on electronic claim standards and your practice’s configuration.

Set a Default Place of Service for Telemedicine Encounters

It can be cumbersome to manually switch the billing place of service each time you post telemedicine visit charges. To make posting easier, set a default billing place of service for telemedicine visits in PCC EHR Practice Preferences.

To learn more, read Set Default Places of Service for Telemedicine Visits.