Billing and Practice Management

Post Charges (Check Out a Patient)

Training Videos

  • Quickstart Overview: Patient Check-Out

    4 minutes • 2014
    What happens after a visit is charted and sent to billing? Watch this video to see a quick introduction to the charge posting tool in Partner.

  • Post Charges and Checkout Patients, Part I

    20 minutes • 2014
    Want to be a Partner billing expert? Watch this two-part video to learn all the charge detail and claim-level tools in the Partner checkout process.

  • Post Charges and Checkout Patients, Part II

    17 minutes • 2014
    Want to be a Partner billing expert? Watch this two-part video to learn all the charge detail and claim-level tools in the Partner checkout process.

  • 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.

  • 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.

Learn More

  • Assign a Billing Provider During Checkout

    Partner gives you complete control of under which provider or providers charges will be billed. Do you need a visit with provider A to be billed with provider B as the supervising physician? You can use the Charge Posting (checkout) program to set the provider or assign an additional supervising provider, and you can also change the billing provider in the Correct Mistakes (oops) program.

  • Review Posted Charges: Dailycheck

    The Daily Check program (dailycheck) lists all the visits posted on a single day or range of days. The report includes every diagnosis, procedure, amount charged and payment posted. Use dailycheck to review a day's postings and compare them against the encounter forms. Many office managers run dailycheck every evening or early the following morning.

  • Post Charges with a Snap Code

    You can use a Snap Code while posting charges to automatically select procedures and diagnoses.

  • The Partner snomedmap Report

    The Partner snomedmap program is a set of custom reports that you can use to understand the relationship between different code sets you use on your PCC system.