Unlink and Relink a Payment

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.

Use the Account Balances component to review account balance totals and the details of all charges with a personal amount due.

Learn how to post personal payments in PCC. When a family pays their bill, you can enter their payment, link it to charges, and optionally enter account notes.

When you need to refund a personal credit to a family, you can post a refund adjustment.

You may need to assign a billing provider to an encounter after it has been posted. Use the Edit Charges in the patient's Billing History to make changes.

Use the Edit Charges feature in the Billing History in a patient's chart if you need to edit diagnoses, procedures, or other encounter or claim information. For example, you can change the place of service, the provider of service, responsible party for each charge, copay amount due, billing provider, and other information. After you make changes, you can queue up a new claim.

You can change the responsible payor for any charge on any encounter, and change the portion of the charge that is the copay.

As you bill for an encounter or troubleshoot problems with a claim, you can keep encounter-specific notes that are attached to the billing history of the encounter.

If a secondary insurance requires the EOB from the primary, or any claim requires a certificate of medical necessity, discharge summary, or other clinical documentation, you need to send an attachment to the payor. You can edit the encounter and add an attachment code to an encounter, generate a unique attachment ID, and specify the attachment type and method. Attachment information will then be sent with the electronic claim.

You can quickly and easily reconcile personal 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.

You can adjust an encounter’s place of service when you post charges. Sometimes you need to change the place of service of an encounter after the charges have already been posted. Select the encounter in the Billing History in the patient’s chart. Then click “Edit Charges”. Next, edit the encounter’s location, or any other information […]

Learn how to change the copay due on a charge. You may need to do this after charges have been posted and a claim has been filed.

You can review payment history by encounter, or see all payment history for an account. You can also edit payments that were posted incorrectly and adjust how payments are applied to charges. Read below to learn how.

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.

When you want to write off a charge that is unrecoverable ("bad debt"), or post other account adjustments that reduce the amount due for a charge and decrease an account's outstanding personal balance, use the Payments tool.