Account Notes and Encounter Billing Notes

You may wish to record details about an account or billing situation with a family. Read below to learn about Account Notes in PCC.

As you bill for an encounter or troubleshoot problems with a claim, you can keep encounter-specific notes that are attached to the billing history of the encounter.

While most claims are transmitted to payors electronically, sometimes you may need to generate paper 1500 HCFA forms, or print a single paper claim.

Use Resubmit Claim Forms (maketags) to find and rebatch large groups of claims based on customizable criteria.

Use the Account Balances component to review account balance totals and the details of all charges with a personal amount due.

Learn how to use PCC's tools to turn an account's charges over to a collections agency.

If your office has created duplicate patients or family accounts, you may need to merge them. Merging two patients combines data and saves a single set of basic demographic information. Merging two accounts combines the account billing and charge data so that it appears all of it occurred under one account.

Before you can schedule a patient, you need to create the patient and their family accounts on your PCC system. This article will guide you through a basic procedure for adding a new patient and a family account: try to find the patient, add the patient, and then add the family (if they are new to your practice).

Your PCC system keeps track of families and patients. Your practice's database stores information about every patient, with a patient chart for each one. PCC also stores a database of accounts, or "families." An account may be either a "Home" account for the patient or a "Billing" account. These are sometimes called the custodian and guarantor accounts.

Use the Demographics section of a patient's chart to review and edit patient and family demographics, such as patient information, contact information, insurance policies, and siblings.

Learn special techniques for searching for patient and account records.

Use this new user training outline to learn how to complete billing tasks in PCC.

As you post charges and queue up a claim for an encounter, you can review and update patient and encounter information, double-check the linking and codes that the clinician selected, and post payments.

Use the COVID-19 section of your Practice Vitals Dashboard to track and analyze the impact on your practice. Along with details on your practice's charges, payments, and visit volume, you'll find recommendations and links to more resources.

Use the Billing History in a patient's chart to see full details of what was billed for an encounter, what payments were collected, when claims were sent, acknowledged, and received, and more.

Use PCC’s Sexual Orientation and Gender Identity components to securely record information in a patient’s chart. When a patient decides their gender identity is public, your practice can optionally display a patient’s pronoun and preferred name in the Appointment Book and elsewhere in PCC EHR.

When a patient or their caregiver indicates that they did not receive your latest text (SMS) message or broadcast email, you can easily determine if it is because they have opted out of communication from your practice.

PCC offers a comprehensive course on using its software for pediatric billing and collections.

When you want to write off a charge that is unrecoverable ("bad debt"), or post other account adjustments that reduce the amount due for a charge and decrease an account's outstanding personal balance, use the Payments tool.

The Personal Balances tool allows multiple users to review and work down a list of accounts and mark each as reviewed before moving to the next item on the worklist.

When you need to troubleshoot a billing issue for an account, or a family asks for an annual account record, use the Account History in the patient's chart.

After submitting claims and dealing with rejections, use the Unpaid Encounters worklist to followup on unpaid claims.