Billing and Practice Management

Review Billing and Practice Management Reports

You can use the Report Library in PCC EHR for many reporting needs. Your practice's Practice Vitals Dashboard provides high-level insight and helps you compare your practice to benchmarks. Additionally, the Practice Management system, Partner, includes powerful, customizable financial analysis reports. Check out the articles below to learn more.

Training Videos

  • Create a Custom Report

    8 minutes • 09-2019
    How to use PCC EHR's Report Library to create custom reports.

  • Run Practice Management SRS Reports

    7 minutes • 2014
    Watch this video to learn about Partner's SRS report engine. You'll learn how to open SRS, find reports, adjust criteria, and export results for use in a spreadsheet.

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Learn More

  • Follow Up on Unpaid Claims and Insurance A/R

    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.

  • Run Reports in the Practice Management Window (Partner)

    PCC's Practice Management tool, Partner, includes a variety of specialized, customizable reports for billing and financial analysis. Partner's accurate and diverse reporting capabilities can help you with time management, inventory planning, insurance contract negotiations, and financial planning.

  • SRS: the Report Engine in Practice Management

    The Smart Report Suite (srs) is a report library in PCC's previous Practice Management system.

  • 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.

  • Report on Productivity in the Report Library

    Practices can review provider and practice productivity over time using the Total Charges and Payments by Provider and Month report.