PCC EHR

PM Window: Advanced Billing Functions and Configuration

Before PCC EHR, PCC developed and maintained the Partner practice management suite of tools for pediatric scheduling, billing, and other functions.

PCC EHR has replaced Partner except for some remaining advanced billing tasks and some under-the-hood configuration for your practice.

If you are a biller or your practice's PCC "super user", you can use the articles and videos in these sections to learn how to use the "Practice Management" window in PCC EHR to meet these needs.

If you would like documentation for deprecated software, such as our previous scheduler (SAM) or the Family and Patient Editors (fame, notjane), it is available upon request.

Learn More

  • Open and Use the Practice Management Window

    Use the Practice Management window in PCC EHR to access various under-the-hood billing features and services in PCC’s Partner practice management suite.
  • Work On Unpaid Claims

    After your practice submits claims, you must address claims that could not be submitted, post incoming adjudication that appears on ERAs and EOBs, and followup on unpaid claims. While many of these functions are performed in PCC EHR, a few of these tools still utilize the previous Practice Management interface.

    • Requeue Large Numbers of Claims and Resubmit

      Use Resubmit Claim Forms (maketags) to find and rebatch large groups of claims based on customizable criteria.

    • Print Paper HCFA Claim Forms

      While most claims are transmitted to payors electronically, sometimes you may need to generate paper 1500 HCFA forms, or print a single paper claim.

    • Create Worklists of Unpaid Claims (insaging, inscoar)

      You can use PCC's tools to work on claims with errors, rejections, and denials. But what if a problem is fixed, but the claim wasn't resubmitted? Or what if an insurance payor simply never responds? Are some insurance payers regularly failing to pay you in a timely fashion? You may need specialized tools to track and work down your practice’s insurance A/R.
  • Account Billing Tools
    PCC's Practice Management window includes some specialized account billing tools.

    • Turn an Account Over to Collections

      Learn how to use PCC's tools to turn an account's charges over to a collections agency.

    • Track Personal Balances (persview)

      The Personal Money Tracking Assistant helps you manage your personal accounts receivable. It creates an interactive list of accounts with personal balances. The list can contain all outstanding accounts or just a portion, depending on the criteria you enter when you first run the program.

    • Work With Special Accounts (cfs)

      Use the Special Accounts Editor to work with all accounts with certain status flags or other specific characteristics. For example, you may want to list all accounts that your office put on a budget plan, or all accounts that were flagged as "Cash Only" for writing a bad check.
  • 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.

    • Exclude Patients from Communications

      Patients and families may request that you do not call them or send them e-mails with appointment reminders or recall reminders.

    • 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.
  • Generate Reports in Practice Management
    You can use the Report Library in PCC EHR for most reporting needs. The Practice Management window contains some additional reports, including customizable financial analysis reports. Check out the articles below to learn more.

    • 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.

    • 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.

    • Demographic, Clinical, and Configuration Reports in Practice Management

      This article is a catalog of reports for demographics, diagnoses and procedures, and system configuration that are found in the PCC's previous software suite, available in the Practice Management window in PCC EHR.

    • 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.

    • Financial Reports in Practice Management

      The Practice Management (Partner) tool in PCC EHR includes a wide array of financial reports. While many of these functions have been replaced with PCC EHR tools with modern interfaces, there are still many powerful, customizable reports that can help you track charges and payments and report on your practice's overall financial health.

    • 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.

    • Run Practice Management SRS Reports

      Training Video
  • Configure PM Tools
    Read the help articles in this section to learn about configuring tools in your Practice Management windows.

    • 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.

    • 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.

    • 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.