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

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  • Post Charges and Check Out Patients in PCC EHR

    After the clinician charts a visit, phone note, or portal message and selects diagnoses and procedures on the electronic encounter form, you can “check out” the encounter by posting charges. 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 […]
  • View and 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.

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  • 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 the checkout program.
  • Bill for Phone Notes and Portal Messages as Telemedicine Encounters

    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 in PCC EHR

    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 an Administrative Fee Without an Appointment in PCC EHR

    Learn how to post a forms fee or any other administrative charge that could occur outside the context of an appointment.
  • Post Hospital Charges in PCC EHR

    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.