Review Policies in Practice Management and Add an Insurance Plan to Your System
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Review Policies in Practice Management and Add an Insurance Plan to Your System (10 minutes • 07-2018)
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Related Articles
- Here are some related articles in Manage and Administer Your PCC Tools > Configure Partner and Billing Functions > Add and Configure Insurance Companies > Front Desk > Edit Patient Insurance Policies:
- When insurance carriers send payment and adjustment information, either on an EOB or an ERA, they often include a code with a small message. These codes are known as CARC values, or Claim Adjustment Reason Codes, and they are an industry-wide standard.
- Every insurance claim in Partner has a unique identification number. The number appears in various Partner reports and programs, and you can use it to improve claim tracking and payment posting.
- Learn how to submit claims in PCC EHR or in the previous Practice Management tool.
- Partner's insurance billing tools help submit claims, review rejections, and work down your insurance accounts receivable. Partner helps you maximize the use of your time as you pursue proper insurance reimbursement.
- You can review and confirm patient insurance eligibility in either PCC EHR or in the Partner practice management system. This article teaches you how to use Partner's eligibility program to review status for upcoming appointments.
- While most claims are transmitted to payors electronically, sometimes you may need to generate a paper 1500 HCFA form.
- How is a claim created, and what happens in the background to make sure your practice is paid? Read below to learn some of the "under the hood" workings of claims after you post charges into PCC EHR.
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.Review Log of Patient Insurance Policy Changes
The Policy Log (policylog
) program displays a log of all changes made to a patient's insurance policy record.Add an Insurance Plan to Your PCC System
When a patient or parent brings in a new insurance card, you can update their insurance policies quickly and easily. However, what if the insurance plan is entirely new to your practice? Maybe it is an existing plan (like BCBS), but it has a new address, copay amount, or payer ID. Follow the steps in this article to add a new plan to your PCC system.- This article is a reference to the Insurance Companies table and the Insurance Groups table used in PCC software. You can edit both tables in the Table Editor (ted), found in the Practice Management interface in PCC EHR. Insurance tables contain information about the insurance plans on your PCC system, which are used for billing and reporting.
- The
hedfe
program is a HCFA/CMS 1500 form editor. It can configure both the layout and the content of claim forms. You can use the program to move form data around or change how it is filled out. Simple errors on claim forms can delay payment and cost your practice both time and money. Therefore it is important to understand how Partner fills out HCFA forms and how to make changes to your forms when necessary. Override Provider Identifiers for an Entire Insurance Batch
Do you need to replace a provider's identifiers on claims with a different provider's values, or implement other unusual claim configuration requirements? You can contact PCC Support for most claim configuration needs. PCC also includes an under-the-hood configuration program, Provider IDs (provids
), which can override standard identifier information that appears on claims. Useprovids
to set an alternate provider for claims, or to enter custom values for the name, Taxonomy code, NPI, Tax ID, eligibility, or legacy ID numbers.Tricare Merger: Become Credentialed and Enroll With Tricare East
Tricare North and Tricare South are merging into a new entity: Tricare East. If your practice wishes to submit claims to military families who were on Tricare North or Tricare South, you must become credentialed and enroll for electronic claim services, eligibility, ERAs, and optionally electronic funds transfer.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.Review and Update Patient Insurance Policies
Learn how to review, update, and edit policies in PCC EHR.Review Policies in Practice Management and Add an Insurance Plan to Your System
This is a placeholder for the article excerpt, a one or two sentence summary.Insurance Billing (Advanced Training Session)
Watch this video to learn insurance billing workflows for configuration, claim review, and reporting.- Learn how to submit claims with PCC.
Work on Claim Errors and Rejections
After you prepare and submit claims, you must deal with claims that could not be submitted or were rejected.- What kinds of pre-submission processing does your PCC system do on claims? What errors can it find, and how do you fix them?