New User Training for Billers

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

For personalized training, help with configuration, or other needs, contact PCC Support.

Get Started

Learn how to log in, navigate in PCC EHR, and use chat.

Log In to PCC EHR

Navigate PCC EHR

Chat with Colleagues

Update Demographics and Insurance Policy Information

Work with patient and family account records and update a patient's insurance policies.

Verify Insurance Eligibility for Encounters

You can review insurance eligibility en masse for all upcoming encounters, or for a single patient's encounter.

Work with Account Notes and Encounter Billing Notes

Whenever you work with a family on a billing issue, you may want to take notes on the account. You may also have encounter-specific billing notes as you work on a rejected claim.

Post Charges for an Encounter

Clinician Prepares an Encounter for Billing

Before the biller’s job begins, the clinician must prepare their encounter for billing.

Post Encounter Charges and Queue Up a Claim

A biller selects an encounter that is ready to bill, reviews the codes and payments, and then posts the charges to queue up an insurance claim.

Post Other Types of Encounters

How does PCC EHR work for a telemedicine visit? Can you bill for care provided through portal messages? These additional examples review the post charges workflow and illustrate charge posting for other types of encounters.

Review Posted Charges, Find and Add Missing Items

How do you review and update posted charges, and what reports will help you make sure you’ve found every charge that needs to be posted? Read the articles below to learn about PCC EHR tools that help you make sure you’ve completed the work needed before you send claims out.

Bill Insurance

Submit Claims

Work on Claim Errors and Rejections

Edit Encounter Charges and Submit Corrected Claims

You may need to change the responsible party for encounter charges, change a code suffix, or add an authorization or reference number to a claim. How do you make changes and then resubmit a claim?

Bill Families

Post Payments

Post Personal Payments and Write Off Charges

Post Insurance Payments

Automatically post straightforward ERAs that do not include rejections or errors. Then manually review any outliers and post adjustments, make changes, and resubmit charges or send claims to the next responsible party.

Post Less-Common Payments

How do you post capitation checks, incentive payments, interest payments, overpayments, and withhold payments?

Review Payment History and Edit Payments

Print Receipts

Review and Audit Charge and Payment Posting

PCC includes a variety of tools and reports for double-checking charge and payment posting for the day.

Work Insurance A/R and Personal A/R

How do you ensure that no unpaid encounters slip through the cracks? How can you identified families that need an extra phone call to get their bill paid?

Handle Less-Common Accounting Tasks

Every day, billers post charges, post payments and adjustments, and bill families. What about less-common events, or challenging accounting tasks?

Configure Insurance and Billing

Billers may need to configure how diagnoses and procedures are coded, add a new insurance payer to the system, and adjust procedures and their prices. PCC Support can help with these tasks.

  • Last modified: September 29, 2025