Billing and Practice Management

When you need to fix charge and payment errors, change the responsible party for an encounter, or alter encounter information that appears on a claim (such as diagnoses or prior authorization numbers), use the Correct Mistakes (oops) tool in the Practice Management window. After you make changes, you can resubmit claims. You can also use oops to research the complete billing and payment history for each encounter on an account.

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.

If you post a payment and later discover the procedure or payment was a mistake, you may need to "relink" the payment to different procedure.

Your practice can enter a diagnoses, adjust the billing provider, and add other claim information when you Post Charges in PCC EHR. If you need to make changes later (and resubmit a claim), use the Visit Status screens in Correct Mistakes (oops) in the Practice Management window. You can change diagnoses, the billing provider, and adjust other important encounter information for a charge.

Your practice can adjust the responsible party for a charge and edit copay amounts when you Post Charges in PCC EHR. If you find out the patient's policy has changed, you can edit the charges later in Correct Mistakes (oops), found in the Practice Management window. You can change the responsible payor for any charge on any encounter, and change the portion of the charge that is the copay.

You can add and review visit notes for an encounter in Correct Mistakes (). A visit note is a text note for a specific patient, on a specific encounter date, used for internal purposes at your practice. The note is attached to all charges for the patient on that day. You can use visit notes […]

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.

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 […]

Learn how to change the copay due on a charge. You may need to do this after charges have been posted and a claim has been filed.