Send a Visit to Billing

After you have added orders and diagnoses to a chart note, you can click "Bill" to start the billing process. Read below to learn more.

Training Videos

  • Make a Visit Ready for Billing in PCC EHR

    7.5 minutes • 2019
    Learn how to review and link diagnoses and procedures and make a visit ready for billing in PCC EHR.
  • Post Charges in PCC EHR

    9.5 min • 2020-03
    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

    6.5 min • 2020-03
    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

    8 min • 2020-04
    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.

Get Started

  • Send an Encounter to Billing in PCC EHR

    Follow the procedure below to send procedures and diagnoses from PCC EHR to the Partner Checkout (checkout) program.
  • 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 […]

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.
  • Billing a PCC EHR Visit Overview

    While charting a visit in PCC EHR, you can use the Bill feature to edit an electronic encounter form and send procedures and diagnoses to the Partner billing system for patient checkout. The sections below describe the billing procedure, how to review what was billed, and how to configure the electronic encounter form.
  • Review What Was Sent to Billing

    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.
  • End-of-Day Payment Reconciliation for the Front Desk

    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.