Use Overpayments to Keep Track of Insurance Credits

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Use Overpayments to Keep Track of Insurance Credits (4 min • 2026-09)

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Did you receive an EOB/ERA that you can't post, because nothing is due? ...or maybe you don't want to enter it into your PCC system, because it will screw up your work on filing an appeal? Overpayment to the rescue! Learn to post and overpayment and work with it in the payment history.

Here are some related articles in Billing and Practice Management > Post Insurance Payments:

Post Capitation Checks, Incentive Payments, Interest Payments, and Withhold Payments
How do you record a payment that does not correspond to amounts due for encounter charges, such as an incentive or pay-for-performance payment, capitation check, or insurance interest?
What is a Claim ID Number?
Every insurance claim in your PCC system has a unique identification number. The number appears in various reports and programs, and you can use it to improve claim tracking and payment posting.
Handle Insurance Reversals (Post a “Takeback”)
When you receive an insurance payment reversal or "takeback" from a payor, you can post it automatically or manually.
CARC and RARC Values in PCC
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.
Use Overpayments to Keep Track of Insurance Credits
Insurance companies sometimes pay you more than the remaining balance due on a charge or more than the contracted amount. Since you can not post more money than was due, and the payment may be “taken back” later, how can you track the overpayment?
ERAs and EOBs with PCC
After a payor reviews your electronic claim, they will send your practice an explanation of what charges are paid, adjusted, or denied.
Post Insurance Payments and Adjustments
Automatically post ERAs sent to your practice. If a payor's response requires direct attention (or you receive a paper EOB), you can manually post the payments and adjustments.
Autopost ERAs in PCC EHR
Process an ERA in PCC EHR and automatically post payments and adjustments.
Reverse an Insurance Payment (Post a Takeback)
When an insurance company or other payer reverses a payment, also called a "takeback", use PCC EHR's Insurance Payments tool to quickly reverse the payment and post the new adjudication information for the claim.
Manually Post Insurance Payments and Adjustments
Learn how to manually post insurance payments and adjustments in PCC. Along the way, you can change the copay due on a charge and use PCC EHR's components to work with policies, demographics, and account notes. After posting, you can review payment histories and edit or delete the payments.
Read ERA 835s from Payors
Use the Electronic Remittance Advice tool in PCC EHR to read any ERA on your system and review the adjudication for a claim.
Post Less-Common Payments
Learn how to record capitation payments, incentive payment, insurance interest payments, withhold payments, and overpayments in PCC EHR.
Read ERA 835s from Payors
When you need to review the insurance company's full response to a claim submission, how do you open and work with the ERA 835 file in PCC?
Reconcile Insurance Payments
When you are troubleshooting an insurance check or proving out and auditing payments on an ERA, you can use two Report Library reports to reconcile payment totals.
Handle Claim Responses That Can’t Be Autoposted
After you autopost an incoming ERA, use the Posting Exceptions worklist to handle any claim responses that can't be autoposted.
Prevent Certain Claim Responses from Autoposting
You can create a custom rule that prevents autoposting, based on payor and CARC. Then you can autopost all ERAs and work on your exceptions manually on the Posting Exceptions worklist.
Prevent Certain Claim Responses from Autoposting
PCC EHR receives your practice's ERAs, and you can process and autopost most payor responses automatically. What if you don't want that? Maybe there's a specific payor, or a specific CARC, that you don't want to autopost. You want to slow down and address each one of those manually, due to a billing concern with the payor.

Use Overpayments to Keep Track of Insurance Credits (4 min • 2026-09)

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