PCC EHR

Configure Billing Functions

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  • Configure Clinician Billing Identifiers: Tax ID, NPI, and Taxonomy Codes

    Every insurance carrier requires the same clinician information for each claim: a name, a taxonomy code, a National Provider Identifier, and a Tax Identification number. Follow the procedure below to enter or update this information in Partner.

  • Edit Your Practice’s Configuration Tables

    Tables are lists in your PCC system. For example, your practice's system has a list of insurance policies, clinicians, visit reasons, billing procedures, and more. Use the Tables tool in PCC EHR when you need to add a new billing code, a new insurance plan, a new payment type, or other new item to a table. You can use the Tables tool to make configuration changes that improve the accuracy of your reporting.

  • Edit the Insurance Plans On Your PCC System

    Use the Tables tool in the Configuration menu in PCC EHR to update the list of plans that your practice bills.

  • Add and Configure a New Clinician in your PCC System

    Read this article to learn how to set up a new clinician in PCC EHR.

  • Configure Order Billing, Diagnoses, and the Bill Window

    Use the Billing Configuration tool to configure billing behaviors of procedures and diagnoses and the Billing screen in PCC EHR. Follow the procedures below to open the Billing Configuration tool and make changes.

  • Use Custom Flags for Scheduling, Alerts, and Reporting

    Custom status flags grant your practice special powers for handling unique needs.
  • Phone Vendor Integrations

    • Recall Patients with the Partner Patient Recaller

      The Patient Recaller (recaller) creates call lists, form letters, and mailing labels for your patients and families. You can create custom searches using different criteria combinations.

    • Create Recurring Notifications for Patients and Families

      When you need more than Broadcast Messaging, you can use the Patient Notification Center to set up recurring or one-time notifications that will be sent automatically through a partnership with TeleVox (Intrado), either by phone call, text message, or e-mail.
  • Previous System Tools
    Before PCC EHR, PCC provided a suite of practice management tools called "Partner". While mostly deprecated and replaced by newer tools, your practice may find some of the previous system's features useful.

    • Choose Your Practice Management Printer

      Your office may have a front-desk printer for receipts, a chart room printer for encounter forms, and a back office printer for everything else. When you log in, you may have printer needs that are particular for you, or particular for where you are working today.

    • Use the Smart Report Suite to Create Custom Reports

      The Smart Report Suite (srs) is a report library in PCC's previous Practice Management system.

    • Run Reports in the Practice Management Window (Partner)

      PCC's previous software suite includes some specialized, customizable reports for billing and financial analysis. In the sections below, you can learn how to run these under-the-hood reports found in the Practice Management window.

    • Export SRS Results to a Spreadsheet

      You or your practice's accountant may use financial data from reports to analyze profits and make policy decisions for the future of your practice. You may wish to export those reports to another program, such as a spreadsheet, in order to make graphs or combine the numbers with other information.

    • SRS Financial Report Reference

      The Smart Report Suite, found in PCC's former software suite (Partner), contains a number of useful reports for financial analysis.

    • 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. Use dailycheck to review a day's postings.

    • Use Contract Fee Schedules (Allowables) to Monitor Reimbursement

      You can use PCC to track your payor contract fee schedule amounts, also known as "allowables" or the "allowed amount" for each procedure. Then, when autoposting insurance payments, you can review any responses on the ERA that did not match the fee schedule. When you manually post insurance payments, you can see whether or not the payment amount you enter matches the fee schedule. Later, you can report on whether or not payors are honoring their contracts.

    • The snomedmap Report

      The snomedmap program is a collection of custom reports that you can use to understand the relationship between the clinical SNOMED-CT and billing ICD-10 diagnosis code sets you use on your PCC system.