Post Charges and Bill for an Encounter
Once an encounter is ready for billing, how do you post charges and queue up a claim? What about hospital charges, or special administration charges? This section includes videos and references for post new charges in PCC EHR, and adjusting claim information and entering payments along the way.
Training Videos
-
Prepare an Encounter for Billing
Learn how to review and link diagnoses and procedures and make a visit ready for billing in PCC EHR. -
Watch this video to learn how to review encounter information and post charges for an appointment in PCC EHR. -
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. -
Schedule, Chart, and Bill a Telemedicine Encounter
Schedule a telemedicine appointment with optional video connection information and then chart and bill the visit using PCC EHR. Patients and families will see telemedicine information in the portal, and billers will have everything they need to post charges 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. -
Work with a Patient’s Billing History in the Chart
You can review all of a patient's billable encounters in the Billing History section of a patient's chart. -
Learn how to post charges for a hospital encounter in PCC EHR. -
Watch this video to learn how to post any personal payment in PCC EHR. Along the way, learn about Account Notes and bad debt write-offs. -
Watch this video to learn how to use the Claim Holds tool to hold back claims for specific dates of service, billing providers, locations, and insurance plans.
Get Started
-
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.
-
Work with a Patient’s Billing History in the Chart
You can review all of a patient's billable encounters in the Billing History section of a patient's chart. -
Use this new user training outline to learn how to complete billing tasks in PCC.
Learn More
-
Check Patient Insurance Eligibility
PCC automatically checks insurance eligibility for all of a scheduled patient's active insurance plans, if the carriers support automated eligibility. You can use eligibility features in PCC to review and confirm eligibility for upcoming appointments. You can also review and re-check a patient's insurance eligibility status during Patient Check-In. -
Review What Was Billed for an Encounter
After you bill a visit in PCC EHR, you can return to the patient chart and review what was sent to thecheckout
program. -
Bill for Phone Notes and Portal Messages
Your practice can bill for phone calls and portal messages. Read this article to learn how to chart and bill for a phone encounter (or portal message thread). You'll also find configuration instructions and tips for turning phone calls and portal messages into billable telemedicine encounters. -
Reconcile Payments and “Prove Out” at the End of the Day
You can quickly and easily reconcile 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. Open the Payment Reconciliation report from the Report Library in PCC […] -
Schedule, Chart, and Bill a Telemedicine Visit
Learn how to schedule, chart and bill a telemedicine visit with PCC. -
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. -
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.
-
Hold Claims for Specific Dates of Service, Billing Providers, Locations, and Plans
When your practice needs to prevent certain claims from being submitted, you can create a claim hold. A claim hold prevents claims from going out for specific dates of service, billing providers, places of service, and insurance plans.