Schedule, Chart, and Bill a Telemedicine Encounter

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

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.

Follow the procedure below to send procedures and diagnoses from PCC EHR to the Partner Checkout (checkout) program.

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

You can access PCC EHR's online Help system directly, while logged in.

Follow this procedure to log in to the PCC EHR.

The sections below describe the many tools for finding and opening a chart, once you have logged in to PCC EHR.

The Appointment Book is a visual scheduler inside PCC EHR.

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.

Learn how to configure your schedule, turn on Appointment Book permissions, define visit reasons, adjust your practice's calendar and each provider's hours, enter vacation days, and more.

Your practice can generate visit forms, excuse letters, lab requisitions, and other form letters in PCC EHR. Whether you print forms on paper, or create electronic copies in the patient's chart and send them via the patient portal, PCC EHR can create the form you need.

PCC EHR includes several different tools and features that can help you manage the care you provide for your patients with chronic disease, disabilities, or other special needs.

The best and easiest way to recall patients who are overdue for their well or chronic condition visit in PCC EHR is to run the Preventive Care Recall report or the Chronic Condition Recall report.

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 […]

PCC EHR includes a wide variety of appointment reports. You can use them to produce a daily huddle sheet, figure out when appointments are being overbooked, and even plan inventory for upcoming well visits.

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.

Contents1 Review a Patient Chart2 Chart a Patient Visit2.1 Patient Intake2.2 Chart an Encounter2.3 Record Diagnoses3 Create and Complete Medical Procedure, Screening, Lab, and Other Orders3.1 Order and Administer Immunizations3.2 Send Out for Labs and X-Rays3.3 Find and Share Handouts with Patients3.4 Complete Visit Tasks and Order Follow-Ups4 Prescribe Medications5 Prepare an Encounter for Billing6 […]

Contents1 Check In a Patient2 Manage the Schedule and Complete Tasks3 Reconcile Payments at the End of the Day4 Recall, Remind, and Notify Patients4.1 Send Routine Appointment Reminders4.2 Send Broadcast Messages4.3 Recall Patients Who Are Due for a Visit Use the outline below to learn how to complete front desk tasks in PCC. For personalized […]

Use the COVID-19 section of your Practice Vitals Dashboard to track and analyze the impact on your practice. Along with details on your practice's charges, payments, and visit volume, you'll find recommendations and links to more resources.

PCC EHR includes a chat/instant messaging tool that lets you chat and send messages to other PCC EHR users.

Contents1 Why Should My Practice Increase Patient Recall Efforts Now?2 Inform Patients of Your Practice’s New Safety Measures3 Adjust Visit Workflow4 Clean Up Your Practice’s Patient List Before You Do a Large Recall5 Perform Recalls For Specific Patients and Needs6 How to Code and Bill For These Visits7 Create a Library of Resources and Links […]

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

Contents1 Review the Schedule Screen and Messaging Queue Daily for Billing Status Updates1.1 Ready to Post1.2 New Items2 Set Default Billing Status Filters3 Run the Encounters by Billing Status Report4 Establish a Billing Routine4.1 Contact PCC for Additional Workflow Support Your pediatric practice renders so many services in a day that it can be difficult […]

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.

Use this outline, and linked materials, to learn how to complete billing tasks in PCC.