Post a Returned Check or Other Payment Reversal
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Post a Returned Check or Other Payment Reversal (4 minutes • 2022-11)
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Learn how to post a returned check, stopped credit card payment, or other payment reversal in PCC EHR.
Related Articles
- Here are some related articles in Billing and Practice Management > Bill the Family > Post Refunds:
Post a Returned Check or Other Payment Reversal
When a check bounces, or a credit card payment is stopped, you can quickly reverse the payment in the Payments tool in PCC EHR. You can optionally post a fee, in accordance with your office’s financial policy. Follow the steps below to learn how to manage payment reversals in PCC.- Sometimes a credit should be written off and counted as income for your practice. If a credit remains on your books for several years, the credit should be written off and considered revenue. You may choose to write off old insurance overpayments as well, recording them as income. To write off credits, post an adjustment in
refund
and then link the credit to that adjustment. Follow the procedure below. - When you need to refund a personal credit to a family, you can post a refund adjustment.
Check Patient Insurance Eligibility
PCC automatically checks insurance eligibility for all of a scheduled patient's active insurance plans, if the carriers support automated eligibility. You can use eligibility features in PCC to review and confirm eligibility for upcoming appointments. You can also review and re-check a patient's insurance eligibility status during Patient Check-In.Prepare an Encounter for Billing
Learn how to review and link diagnoses and procedures and make a visit ready for billing in PCC EHR.Review What Was Billed for an Encounter
After you bill a visit in PCC EHR, you can return to the patient chart and review what was sent to thecheckout
program.Bill for Phone Notes and Portal Messages
Your practice can bill for phone calls and portal messages. Read this article to learn how to chart and bill for a phone encounter (or portal message thread). You'll also find configuration instructions and tips for turning phone calls and portal messages into billable telemedicine encounters.- Use this new user training outline to learn how to complete billing tasks in PCC.
Reconcile Payments and “Prove Out” at the End of the Day
You can quickly and easily reconcile payments that your practice has posted in PCC EHR. Run the Payment Reconciliation report in order to prove out, checking against your cash drawer and records at the end of the day or the end of your shift. Open the Payment Reconciliation report from the Report Library in PCC […]- As you post charges, you can review and update patient information (like insurance eligibility), double-check the linking and codes that the clinician selected, and post any payments received.
- Watch this video to learn how to review encounter information and post charges for an appointment in PCC EHR.
Schedule, Chart, and Bill a Telemedicine Visit
Learn how to schedule, chart and bill a telemedicine visit with PCC.Bill for Phone Encounters and Portal Messages
After you complete a phone note or portal message thread in PCC EHR, you can bill for the encounter right in PCC EHR.Schedule, Chart, and Bill a Telemedicine Encounter
Schedule a telemedicine appointment with optional video connection information and then chart and bill the visit using PCC EHR. Patients and families will see telemedicine information in the portal, and billers will have everything they need to post charges and queue up a claim.Configure Post Charges in PCC EHR
Read this article to learn about configuration options and implementation recommendations for the Post Charges features in PCC EHR.Find Encounter Charges That Need to Be Posted
Your pediatric practice renders so many services in a day that it can be difficult to keep track of every last item that needs to be billed. Read this article to learn the different ways to find charges in PCC EHR that need to be posted.Post Administrative Fees Without an Appointment
Learn how to post a forms fee or any other administrative charge that could occur outside the context of an appointment.- Read this procedure to learn how to create a hospital encounter on a patient's chart, post hospital diagnoses and charges, adjust claim information, and queue up a claim.
Work with a Patient’s Billing History in the Chart
You can review all of a patient's billable encounters in the Billing History section of a patient's chart.- Learn how to post a forms fee or any other administrative charge that could occur outside the context of an appointment.
Work with a Patient’s Billing History in the Chart
You can review all of a patient's billable encounters in the Billing History section of a patient's chart.- Learn how to post charges for a hospital encounter in PCC EHR.
Post Personal Payments and Write Off Charges
Watch this video to learn how to post any personal payment in PCC EHR. Along the way, learn about Account Notes and bad debt write-offs.- Learn how to submit claims with PCC.
- Watch this video to learn how to use the Claim Holds tool to hold back claims for specific dates of service, billing providers, locations, and insurance plans.
Hold Claims for Specific Dates of Service, Billing Providers, Locations, and Plans
When your practice needs to prevent certain claims from being submitted, you can create a claim hold. A claim hold prevents claims from going out for specific dates of service, billing providers, places of service, and insurance plans.Review Payment History and Edit Personal Payments
You can review payment history by encounter, or see all payment history for an account. You can also edit personal payments that were posted incorrectly, or that are linked to the wrong charges.- You can print a receipt whenever you post a payment. You can also print a receipt for any payment(s) in an account's history.
- You can print a receipt whenever you post a payment. You can also print a receipt for any payment(s) in an account’s history.
- Learn how to refund personal credits in PCC EHR.