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.
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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.
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.
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.