Bill Insurance

PCC's insurance billing tools help you submit claims in just a few minutes. You can review claim problems quickly and easily, make corrections and resubmit claims, and then review rejections using clear, straightforward tools.

Read the Submit Claims procedure below to learn how to send out claims. Then read further to learn more about how to work down your insurance accounts receivable.

Training Videos

  • Insurance Billing (Advanced Training Session)

    40 min • 09-2021
    Watch this video to learn insurance billing workflows for configuration, claim review, and reporting.
  • Configure Your Telemedicine Place of Service Codes (2022)

    10 minutes • 02-2022
    Learn about CMS's changes to Place of Service (POS) codes for telemedicine (telehealth), and learn options for adjusting your configuration in PCC EHR so you can schedule and bill for telemedicine encounters quickly and easily.
  • Hold Claims

    6 min • 06-2022
    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.
  • Review Payment History and Edit Personal Payments

    7 min • 08-2022
    You can review payment history by encounter, or see all payment history for an account. You can also edit personal payments that were posted incorrectly, or that are linked to the wrong charges.
  • (PCC 9.5) Submit Claims

    8 minutes • 2022-11
    The features described in this video are available in PCC 9.5, available in all PCC practices after January 2023.

Get Started

  • Submit Claims

    Learn how to submit claims in PCC EHR or in the previous Practice Management tool.
  • Insurance Billing Overview

    Partner's insurance billing tools help submit claims, review rejections, and work down your insurance accounts receivable. Partner helps you maximize the use of your time as you pursue proper insurance reimbursement.
  • Review Payment History and Edit Personal Payments

    You can review payment history by encounter, or see all payment history for an account. You can also edit personal payments that were posted incorrectly, or that are linked to the wrong charges.

Learn More

  • CARC and RARC Values in PCC

    When insurance carriers send payment and adjustment information, either on an EOB or an ERA, they often include a code with a small message. These codes are known as CARC values, or Claim Adjustment Reason Codes, and they are an industry-wide standard.
  • What is a Claim ID Number?

    Every insurance claim in Partner has a unique identification number. The number appears in various Partner reports and programs, and you can use it to improve claim tracking and payment posting.
  • Print Paper HCFA Claim Forms

    While most claims are transmitted to payors electronically, sometimes you may need to generate a paper 1500 HCFA form.
  • The Claim Journey Explained

    How is a claim created, and what happens in the background to make sure your practice is paid? Read below to learn some of the "under the hood" workings of claims after you post charges into PCC EHR.
  • Accounting Challenges

    The medical biller's job would be easier if accounts paid on time and insurance companies reimbursed the correct amount. Unfortunately, accounts build up balances and credits and insurance companies overpay, underpay, and demand "takebacks."
  • Configure Procedure and Diagnosis Billing in PCC EHR

    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.
  • 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.
  • Review EDI Reports
    • EDI Report Glossary

      This glossary includes definitions and examples of several important EDI Reports. As always, feel free to contact PCC Support at 1-800-722-1082 if you have any questions or need help understanding EDI reports.
    • Which EDI Reports Should You Review?

      PCC, claim clearinghouses, and carriers all send EDI reports. How do you know which reports are important to review, and which reports are merely for reference purposes?
    • Introduction to EDI Reports

      Your office receives many different electronic reports related to claims or other electronic submissions. These include:
    • Read ERA 835s from Payers

      The ERA Reports program (erareports) lists remittance advice that insurance carriers sent to your office. As soon as Partner receives an electronic EOB from a carrier, it reads the file and creates "check" files, which can be viewed on the main screen in erareports.
    • Review Archived Claim and EDI Reports

      The EDI Reports (ecsreports) program stores and displays claim and transmission related messages and reports. You can quickly search, review, and print the reports, as well as track which reports you have printed in the past.
  • Track and Work on Outstanding Claims
    • Review Payer A/R Summary (insaging)

      The insaging report shows you an aged summary of your practice's outstanding charges broken down by insurance group. It is a helpful collection tool that can show you which carriers owe you the most money and how old those balances are. The insaging report is also a quick way to see your total A/R, and it will help you determine which insurance carriers need follow-up attention.
    • Work on Unpaid Claims (inscoar)

      The inscoar report provides a detailed charge-by-charge accounts receivable for your insurance companies. You can use inscoar to find insurance charges that have not been paid and to work down old, overdue charges. In addition, interactive inscoar is a great work environment from which you can research billing history, make changes, and resubmit claims.
    • Track and Work on Outstanding Claims

      Insurance claims are not always paid, and insurance carriers do not always send you an explanation. Therefore, you need tools to track and work-down your outstanding claims. The topics below explain Partner's tools for claim work.
  • Resubmit Claims
    • Resubmit Batches of Claims (maketags)

      Use Resubmit Claim Forms (maketags) to find and rebatch large groups of claims based on customizable criteria.
    • Add an Attachment Code to a Claim

      If a secondary insurance requires the EOB from the primary, or any claim requires a certificate of medical necessity, discharge summary, or other clinical documentation, you can add attachment codes to a visit’s charges, generate a unique attachment ID, and specify the attachment type and method.
    • Correct a Claim: How to Fix and Resubmit an Insurance Claim

      When you receive a rejection, or you have a claim or billing problem, how do you correct the encounter information and then resubmit the corrected claim? Check out the procedures below to learn how to update and resubmit a claim. This article starts with a “quickstart” simplified guide and then goes into more detail. You […]
    • Change an Encounter’s Billing Place of Service After Posting Charges

      You can adjust an encounter’s place of service when you Post Charges in PCC EHR. Sometimes you need to change the billing place of service of an encounter after the charges have already been posted. Read below to learn how to change the billing place of service of a phone note, portal message, or visit […]