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
- 5 Post Charges
- 6 Submit Claims
- 7 Work on Claim Errors and Rejections
- 8 Get Started in the Practice Management Window
- 9 Edit Charges and Submit Corrected Claims
- 10 Review Claim Reports and Work on Accounts Receivable
- 11 Post Payments
- 12 Bill Patients and Families
- 13 Prove Out and Review Audit Reports
- 14 Handle Less-Common Accounting Tasks
- 15 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
- Review and Update Patient 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
Whenever you work with a family on a billing issue, you may want to take notes on the account.
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.
- 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.
- Work with a Patient’s Billing History in the Chart
- Work with a Patient’s Billing History in the Chart
- Find Encounter Charges That Need to Be Posted
- Review What Was Billed for an Encounter
- Reconcile Payments and “Prove Out” at the End of the Day
- Review Posted Charges In Daily Check
Submit Claims
- Submit Claims
- Submit Claims
- The Claim Journey Explained
- Print Paper HCFA Claim Forms
- Review Archived Claim Response Files and Other EDI Reports
Work on Claim Errors and Rejections
Get Started in the Practice Management Window
For advanced billing functions, a biller sometimes uses the Practice Management window in PCC EHR.
- Open and Use the Practice Management (Partner) Window
- Open and Use the Practice Management (Partner) Window
Edit 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
- Edit Encounter Charge Information and Generate a New Claim
- Adjust Charge Details and Claim History (Correct Mistakes)
- Change the Responsible Party and Copay for Charges
- Edit an Encounter’s Diagnoses, Billing Provider, and Other Claim Information
- Enter and Review Encounter Visit Notes
- Unlink and Relink a Payment
- Add an Attachment Code to a Claim
Submit a Corrected Claim
Review Claim Reports and Work on Accounts Receivable
Read Payer Responses and EDI Reports and Understand Rejections
- Read EDI Responses
- Review Archived Claim Response Files and Other EDI Reports
- Claim Rejection Reasons, Part 1: Rejections You Can Fix Before the Claim is Sent
- Claim Rejection Reasons, Part 2: Rejections From a Claim Clearinghouse
- Claim Rejection Reasons, Part 3: Rejections from a Payer
Review Insurance A/R and Address Unpaid Claims
Post Payments
Post Personal Payments and Write Off Charges
- Post Personal Payments and Write Off Charges
- Post Personal Payments and Write Off Charges
- Enter and Review Account Notes
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 Insurance Payments and Adjustments
- Post Insurance Payments and Adjustments
- Read ERA 835s from Payers
- ERAs and EOBs with PCC
- CARC and RARC Values in PCC
Review Payments History and Edit Personal Payments
Print Receipts
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
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
- Refund Personal Credits
- Post a Returned Check or Other Personal Payment Reversal
- Post a Returned Check or Other Personal Payment Reversal
- Reverse an Insurance Payment (Post a Takeback)
- Reverse an Insurance Payment (Post a Takeback)
- Write Off Account Credits
- Write Off Charges and Bad Debt
- Post Insurance Interest Payments
- Post and Reverse Insurance Overpayments
- 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.
- Configure Procedure and Diagnosis Billing in PCC EHR
- Edit Your Practice’s Procedures, Codes, Adjustments, and Prices
- Edit Your Practice’s Procedures, Codes, Adjustments, and Prices
- Add and Configure Insurance Plans to Your System
- Edit Your Practice’s Tables
- Insurance Tables Reference
- Hold Claims
- Hold Claims for Specific Dates of Service, Billing Providers, Locations, and Plans