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.

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.

After you bill a visit in PCC EHR, you can return to the patient chart and review what was sent to the checkout program.

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.

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.

Learn how to schedule, chart and bill a telemedicine visit with PCC.

Read this article to learn about configuration options and implementation recommendations for the Post Charges features in PCC EHR.

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.

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.

You can review all of a patient's billable encounters in the Billing History section of a patient's chart.

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.

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.