Review and Update Patient Insurance Policies

Use the "Policies" component to add, update, and work with a patient's insurance policies and medicaid plans in PCC EHR.

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.

When your practice updates a patient's insurance policies, your PCC server logs what was done, when it was done, and by whom. You can use the under-the-hood Policy Log (policylog) tool to review a log of all changes ever made to a patient's insurance policies.

When a patient arrives at your practice, use Patient Check-In to check them in. Patient Check-In will help you review the family's demographic and insurance information, check insurance eligibility, review outstanding balances and post payments, and more.

You can configure Patient Check-In in PCC EHR to meet the specific needs of your practice. You can adjust what components appear, create custom headers for your front desk staff, and create custom Patient Check-In Clinical Alerts.

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