Edit Charges, Payments, and Encounter Claim Information
After you enter charge and encounter information and Post Charges, you can review a patient's billing history in their chart.
When you need to 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.
Training Videos
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Edit Encounter Charge Information and Generate a New Claim
Use the Correct Mistakes (oops) program to review an account's charge history, adjust the responsible party for a charge, change charge and encounter information, resubmit claims, and link or unlink payments. Correct Mistakes is part of PCC's under-the-hood Practice Management window (Partner). -
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.
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Adjust Charge, Payment and Claim History
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 useoops
to research the complete billing and payment history for each encounter on an account. -
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.
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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.
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Edit an Encounter’s Diagnoses, Billing Provider, and Other Claim Information
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. -
Change the Responsible Party and Copay for Charges
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. -
Enter and Review Encounter Visit Notes
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 […] -
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. -
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 […] -
Change the Copay Due on a Charge
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. - Oops Examples
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Change (or add missing) Diagnoses, Hospital, or Other Claim Information
If you need to update the diagnosis, hospital, or other visit information for a visit, follow the procedure below. Remember that you will also need to rebatch (or reprint) the insurance claim when you are finished. -
Change the Responsible Party for Charges
If you post a visit before your practice has entered the new insurance card information on an account, you will need to use oops to update the responsible party for the charges and then rebatch a claim. -
Assign a Billing Provider in oops
You may need to assign a billing provider to a charge or a visit after it has been posted. You can change the billing provider for a previously-posted charge on the Visit Status screen in the Correct Mistakes (oops
) program. -
You can view a digital copy of a personal bill in the Correct Mistakes (
oops
) program. -
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 […]
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