Manage Accounts and Insurance Plans on Your PCC System

Learn some under-the-hood tools for managing patients, accounts, and policies in your PCC system.

Read The Front Desk and PCC to learn more.

Training Videos

Learn More

  • Review a Log of Patient Insurance Policy Changes

    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.
  • Merge Duplicate Patients and Accounts

    If your office has created duplicate patients or family accounts, you may need to merge them. Merging two patients combines data and saves a single set of basic demographic information. Merging two accounts combines the account billing and charge data so that it appears all of it occurred under one account.
  • 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.
  • Insurance Tables Reference

    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.
  • Configure Capitation and Capitated Plans

    Capitation payments are not like other income. How should you configure the PCC billing system so you can enter and track capitation payments over time? Read the steps below to learn how to create appropriate insurance groups, plans, and income accounts to record and track capitation. For this example, we will create a new capitated […]