New User Training for Billers

Use the 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

Log In and Use PCC EHR

Learn how to log in, set up your account, and navigate in PCC EHR.

Update Demographics and Insurance Policy Information

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

Check Insurance Eligibility for Encounters

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

Post Charges

First: a Clinician Prepares an Encounter for Billing

When a visit, phone call, or other billable encounter is finished, what does a clinician do to prepare the encounter for the biller?

Post 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 will help you review all of the above steps and show how they can work 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.

Get Started in the Practice Management Window

For advanced billing functions, a biller uses the Practice Management window in PCC EHR.

Review Posted Charges and Submit Claims

Adjust Charges and Submit Corrected Claims

Sometimes you need to change the responsible party on a charge, change a code suffix, or add a prior authorization number to a claim.

How do you make changes to charges and then resubmit a claim?

Adjust Encounter Charges and Payments

Submit a Corrected Claim

Review Claim Reports and Work on Accounts Receivable

Read Payer Responses and EDI Reports and Understand Rejections

Review Insurance A/R and Address Unpaid Claims

Post Payments

Post Personal Payments

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.

Bill Patients and Families

Prove Out and Review Audit Reports

PCC includes a variety of reports for double-checking charges and payments after they are posted.

PCC also includes reports that will help you::

  • Find Payments by Check Number
  • Find Unlinked Payments on Accounts
  • Work with Accounts with Credit Balances
  • Review Daily Posting Activity By Account
  • Review Complete Account Histories

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: April 27, 2021