Work with a Patient’s Billing History
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Work with a Patient’s Billing History (2.5 minutes • 08-2020)
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You can review all of a patient's billable encounters in the Billing History section of a patient's chart.
Related Articles
- Here are some related articles in Billing and Practice Management > Post Charges and Bill for an Encounter:
Review an Encounter’s Billing History
Use the Billing History in a patient's chart to see full details of what was billed for an encounter, what payments were collected, when claims were sent, acknowledged, and received, and more.Review Posted Charges In Daily Check
The Daily Check program (dailycheck) lists all the visits posted on a single day or range of days. The report includes every diagnosis, procedure, amount charged and payment posted. Usedailycheckto review a day's postings.- Use this new user training outline to learn how to complete billing tasks in PCC.
Reconcile Personal Payments and Prove Out at the End of the Day
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.- 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.
- Watch this video to learn how to review encounter information and post charges for an appointment in PCC EHR.
Schedule, Chart, and Bill a Telemedicine Visit
Learn how to schedule, chart and bill a telemedicine visit with PCC.Bill for Phone Encounters and Portal Messages
After you complete a phone note or portal message thread in PCC EHR, you can bill for the encounter right in PCC EHR.Configure Post Charges in PCC EHR
Read this article to learn about configuration options and implementation recommendations for the Post Charges features in PCC EHR.Find Encounter Charges That Need to Be Posted
Use the Schedule and Messaging queues in PCC EHR, along with the Encounters by Billing Status Report, to ensure that your practice has posted charges for every encounter.Post Administrative Fees Without an Appointment
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.
- Learn how to post a forms fee or any other administrative charge that could occur outside the context of an appointment.
- Learn how to post charges for a hospital encounter in PCC EHR.
Track Billing and Signing Status on the Schedule
Use the Billing and Signing columns on the Schedule screen to understand which encounters need to be billed.