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.
Contents
- 1 Get Started
- 2 Update Demographics and Insurance Policy Information
- 3 Verify Insurance Eligibility for Encounters
- 4 Work with Account Notes and Encounter Billing Notes
- 5 Post Charges for an Encounter
- 6 Bill Insurance
- 7 Bill Families
- 8 Post Payments
- 9 Work Insurance A/R and Personal A/R
- 10 Handle Less-Common Accounting Tasks
- 11 Configure Insurance and Billing
Get Started
Learn how to log in, navigate in PCC EHR, and use chat.
Log In to PCC EHR
- Log In and Navigate PCC EHR
- Log In to PCC EHR
- Change Passwords and Other User Account Settings
- Connect to Your PCC System from Home
Chat with Colleagues
Update Demographics and Insurance Policy Information
Work with patient and family account records and update a patient's insurance policies.
- Review and Update Patient and Family Demographics
- Update a Patient’s Insurance Policies
- Review and Update Patient and Family Demographics
- Review and Update Patient Insurance Policies
- Find Patients and Accounts
- Add New Patients and Accounts
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.
- Account Notes and Encounter Billing Notes
- Enter and Review Account Notes
- Enter and Review Encounter Billing Notes
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.
- Post Hospital Charges
- Schedule, Chart, and Bill a Telemedicine Encounter
- Post an Administrative Charge
- Bill for Phone Encounters and Portal Messages
- Post Hospital Charges
- Schedule, Chart, and Bill a Telemedicine Visit
- Post Administrative Fees Without an Appointment
- Bill for Phone Encounters and Portal Messages
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.
- Review an Encounter’s Billing History
- Review an Encounter’s Billing History
- Find Encounter Charges That Need to Be Posted
- Reconcile Personal Payments
- Review Posted Charges In Daily Check
Bill Insurance
Submit Claims
Work on Claim Errors and Rejections
- Respond to Claim Rejections
- Respond to Claim Rejections
- Work on Claim Errors, Rejections, and All Unpaid Claims
- Read EDI Responses to Claim Submissions
- Review Archived EDI Reports
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?
- Edit Encounter Charges and Resubmit Claims
- Edit Encounter Charges and Other Claim Information and Resubmit a Claim
- Change the Copay and Responsible Party for Posted Charges
- Enter and Review Encounter Billing Notes
- Unlink and Relink a Payment
- Add an Attachment Code to a Claim
Bill Families
- Generate Personal Account Bills
- Print a Single Account Statement
- Generate Personal Account Bills
- Explain Account Balances
- Review What Appeared on a Printed Bill
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.
- Autopost ERAs in PCC EHR
- Manually Post Insurance Payments and Adjustments
- Invalid article ID or slug
- Post Insurance Payments and Adjustments
- Read ERA 835s from Payors
- ERAs and EOBs with PCC
- CARC and RARC Values in PCC
Post Less-Common Payments
How do you post capitation checks, incentive payments, interest payments, overpayments, and withhold payments?
- Post Less-Common Payments
- 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.
- Prove Out and Reconcile Charge and Payment Posting
- Reconcile Personal Payments
- Reconcile Insurance Payments
- Report on Adjustment Trends in PCC EHR
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?
- Follow Up on Unpaid Encounters with Insurance Balances
- Work Personal Balances
- Review a Family’s Account History
- Review a Family’s Account History
- Follow Up on Unpaid Encounters with Insurance Balances
- Work Personal Balances
- Explain Account Balances
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?
- Refund Personal Credits
- Post a Returned Check or Other Personal Payment Reversal
- Reverse an Insurance Payment (Post a Takeback)
- Requeue Large Numbers of Claims and Resubmit
- Refund or Write-Off Account Credits
- Post a Returned Check or Other Personal Payment Reversal
- Reverse an Insurance Payment (Post a Takeback)
- Requeue Large Numbers of Claims and Resubmit
- Write Off Charges and Bad Debt
- Turn an Account Over to Collections
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.
- Edit Your Practice’s Configuration Tables
- Edit Your Practice’s Procedures, Codes, Adjustments, and Prices
- Edit the Insurance Plans on Your PCC System
- Configure Claim Holds and Claim Delay
- Configure Order Billing, Diagnoses, and the Bill Window
- Edit Your Practice’s Configuration Tables
- Edit Your Practice’s Procedures, Codes, Adjustments, and Prices
- Edit the Insurance Plans On Your PCC System
- Configure Claim Holds and Claim Delay