Find Encounter Charges That Need to Be Posted

After clinicians sign their visit notes, it’s up to billers to make sure the practice gets paid. With so many services being rendered each day, and a delay between the time patients are seen and chart notes are completed, it can be difficult to keep track of every last item that needs to be billed. Read on to learn how you can make sure you are finding all charges that need to be posted in PCC EHR.

Review the Schedule Screen and Messaging Queue Daily for Billing Status Updates

Orange billing status buttons on the Schedule screen and Messaging queue in PCC EHR indicate when a visit, phone note, or portal message is ready to be billed.

Ready to Post

Once a visit, phone note, or portal message has been made ready for billing by the clinician, an orange ‘Ready to Post’ button displays in the Billing Status column beside it.

Visits can be billed right from the Schedule screen in PCC EHR. Phone notes and portal messages can be billed from the Messaging queue.

Click the ‘Ready to Post’ button to open the Post Charges screen and bill the encounter.

New Items

Procedures and diagnoses are sometimes added to visits, phone notes, or portal messages after you have billed them.

A ‘New Items’ button appears in the Billing Status column beside such encounters, indicating that they require further attention from a biller.

New visit items can be billed from the Schedule screen. New phone note and portal message items can be billed from the Messaging queue.

Click the ‘New Items’ button to open the Post Charges screen and bill the new items that were added to the encounter. You will not be able to edit any of the procedures or diagnoses that were previously posted for the encounter.

Set Default Billing Status Filters

You can filter the Schedule screen and Messaging queue by billing status to find visits, phone notes, and portal messages that require a biller’s attention. Furthermore, billing status filter settings can be saved as part of your default view on the Schedule screen and Messaging queue.

In the Schedule screen or Messaging queue, open the ‘Billing Status’ drop-down and select the items you wish to view.

If you wish to save these settings into your default view, click the ‘Save My Defaults’ button.

The next time you log in, your window will already be filtered by the billing statuses you set as a default.

Save Separate Defaults for Each Screen or Queue: Each screen or queue in PCC EHR has its own settings and defaults. In order to update your default billing status filters on both the Schedule screen and the Messaging queue, you must set those parameters individually in each screen or queue.

Run the Encounters by Billing Status Report

The Encounters by Billing Status report in the Report Library in PCC EHR allows you to generate a list of visits, portal messages, and phone notes that require a biller’s attention. When generated routinely, the Encounters by Billing Status report helps you find and bill outstanding encounters well in advance of insurance carriers’ timely filing deadlines.

Open the Report Library

To generate the Encounters by Billing Status report, open the Report Library from the Reports menu in PCC EHR.

Open Encounters by Billing Status from the Billing Report Category

The Encounters by Billing Status report appears by default under the Billing category in the Report Library. Click on the category title, then click on the report title to open it.

Set a Date Range for the Report, and Optionally Filter by Provider and Location

Set criteria for the report. Choose a date range in the past, and optionally set filters by provider and location.

Find Encounters Which Are Ready to Post or Have New Items (Option 1)

In order to generate a list of all encounters which are ready to post or have new items, open the Billing Status drop-down and select ‘New Items’ and ‘Ready to Post’.

Find Encounters That Clinicians Forgot to Make Ready for Billing (Option 2)

You can also use the Encounter by Billing Status report to find visits that clinicians might have forgotten to make ready for billing.

In order to generate a list of visits that are days or weeks old and have not yet been made ready for billing, open the Billing Status drop-down in the report criteria screen and select ‘Not Ready’.

Remind Clinicians to Finish Charting: Once you generate a list of visits that are days or weeks old and have yet to be made ready for billing, you will likely need to remind clinicians to wrap up their charting before you are able to post charges.

Generate the Report and Print or Export the Results

Once you have set report criteria, generate the report. Print the resulting list, or export it to your workstation.


Find and Bill Outstanding Encounter Charges

Use the results of your Encounters by Billing Status report to find and bill all outstanding encounters in PCC EHR.

Outstanding visits can be billed from the Schedule screen by navigating to the date of the encounter. Portal messages and phone notes can be billed from the Messaging queue.

You can also post charges from the Billing History section of the patient chart. Open the chart of a patient who appears on the Encounters by Billing Status report. Navigate to the History section of their chart, then click the “Billing History” anchor. An orange billing status displays beside encounters which have new items or are ready to post. Highlight the encounter you want to post, then click the “Post Charges” button in the bottom right corner of the window.

Encounters by Billing Status Report vs Visits by Billing Status Report: The Visits by Billing Status report only allows you to report on visit encounters. Portal message and phone note encounters are not included in its results. For the most complete information about encounters that need to be billed, use the Encounters by Billing Status Report.

Establish a Billing Routine

The most significant step you can take to ensure that your practice charges for all eligible encounters is to create practice-wide routines around chart note completion and charge posting. As a practice, decide how soon chart notes need to be completed after a visit, and how soon charges need to be posted after that.

By holding clinicians and billers accountable to a common standard, your practice reduces the chance that encounters will be made ready for billing at random, or that charges will be posted before chart notes are truly complete.

Contact PCC for Additional Workflow Support

If you would like to explore how to improve your practice’s particular workflows, contact PCC Support or speak with your PCC Client Advocate.

To learn more about posting charges in PCC EHR, watch through PCC’s Post Charges video playlist.

  • Last modified: October 30, 2020