Change the Responsible Party and Copay for Charges

Your practice can adjust the responsible party for a charge and edit copay amounts for each charge when you Post Charges in PCC EHR.

If you find out later that the patient’s policy has changed, you can use the Changing Insurance Information screen in Correct Mistakes (oops) to edit the charges. You can change the responsible payor for any charge on any encounter, and you can change the portion of the charge that is the copay.

Open the Changing Insurance Information Screen for an Encounter

Open an account in Correct Mistakes oops, press F4Insurance Status, and then select charges to view the Changing Insurance Information screen.

You can select charges by the number listed next to them in the history. Or, you can press F3 or F4 to enter a Claim ID or visit date.

On the Insurance Status screen, the oops program will display the date, patient name, procedure, diagnosis, servicing and billing provider initials, amount charged, and amount due for each charge you selected.

Underneath each charge, you can see the current responsible party, and (if applicable) the copay amount for the charge.

Edit the Responsible Party or Copay Amount

You can change the responsible party or the copay amount for any charge, and you can use the function keys to quickly change responsible party for all of the charges.

Press Tab to enter the field you wish to change. In the Insurance field, use an asterisk (*) to see a list of plans on the account and then jump to a list of all plans on your system (if needed).

Remember to Regenerate the Claim Afterwards: Changing the status of a charge does not update any claim you have already batched or submitted. You must rebatch or print an updated claim by pressing F2Generate Claim on the main screen in oops.

Jump to the Patient’s Insurance Policy Screen

Press F2Edit Policies to open the patient’s policy screen.


On the policy screen, you can review full insurance details, as well as add or edit policy information for the patient. Read the Insurance Policies help article to learn more.

After you make changes to the patient’s policies, you could change the responsible party for the charges and then re-batch the claim back in oops.

Function Key Reference for the Insurance Status Screen

F1 – Save Changes

Save all changes made on this screen and return to the main oops screen.

F2 – Edit Policies

Save all changes made on this screen and jump to the patient’s policy screen. Read the Insurance Policies help article to learn more.

F4 – Add/Edit Notes

Save all changes made on this screen and jump to the Visit Notes screen for this particular encounter (this patient on this date). To learn more, read the Visit Notes in Correct Mistakes (oops) help article.

F5 – Make All Insurance

Turn on the Pending status for all charges shown. If more than one insurance policy is active on the account for the charges’ dates of service, a pop-up window will ask you to select which insurance is responsible for the items.

F6 – Make All Personal

Turn off the Pending status for all charges shown. Unpaid charges will become personal, due the account.

  • Last modified: March 15, 2022