Post Payments, Refunds, and Adjustments

Training Videos

  • Post Personal Payments and Write Off Charges

    8 minutes • 08-2022
    Watch this video to learn how to post any personal payment in PCC EHR. Along the way, learn about Account Notes and bad debt write-offs.
  • Autopost ERAs (Advanced Training Session)

    15 min • 09-2021
    Watch this video to learn how to autopost your electronic remittance advice (ERAs) from payers in PCC.
  • Post Insurance Payments and Adjustments

    13.5 min • 2023-10
    Learn how to manually post insurance payments and adjustments in PCC. Along the way, you can change the copay due on a charge and use PCC EHR's components to work with policies, demographics, and account notes. After posting, you can review payment histories and edit or delete the payments.
  • 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.
  • Print a Receipt

    3 min • 08-2022
    You can print a receipt whenever you post a payment. You can also print a receipt for any payment(s) in an account’s history.
  • Post a Returned Check or Other Personal Payment Reversal

    4 minutes • 2022-11
    Learn how to post a returned check, stopped credit card payment, or other payment reversal in PCC EHR.
  • Refund Personal Credits

    2.5 min • 2022-11
    Learn how to refund personal credits in PCC EHR.
  • Reverse an Insurance Payment (Post a Takeback)

    5.5 min • 2023-10
    When an insurance company or other payer reverses a payment, also called a "takeback", use PCC EHR's Insurance Payments tool to quickly reverse the payment and post the new adjudication information for the claim.

Get Started

  • Refund Personal Credits

    When you need to refund a personal credit to a family, you can post a refund adjustment.
  • Post Personal Payments and Write Off Charges

    Learn how to post personal payments in PCC. When a family pays their bill, you can enter their payment, link it to charges, and optionally enter account notes.
  • ERAs and EOBs with PCC

    After a payer reviews your electronic claim, they will send your practice an explanation of what charges are paid, adjusted, or denied. On paper, this information arrives as an Explanation of Benefits (EOB) and a check. The electronic version of an EOB is called an Electronic Remittance Advice, or ERA. An ERA usually arrives in coordination with a direct deposit to your practice's bank account. You can use PCC software to post payment and adjustment information from both ERAs and traditional EOBs.
  • Post Insurance Payments and Adjustments

    With PCC, you can automatically post most payments and adjustments sent to your practice as an ERA. If a response requires manual attention or you receive a paper EOB, you can manually post the payments and adjustments.
  • Review Payment History and Edit Payments

    You can review payment history by encounter, or see all payment history for an account. You can also edit payments that were posted incorrectly and adjust how payments are applied to charges. Read below to learn how.

Learn More

  • What is a Claim ID Number?

    Every insurance claim in your PCC system has a unique identification number. The number appears in various reports and programs, and you can use it to improve claim tracking and payment posting.
  • Write Off Account Credits

    Sometimes a credit should be written off and counted as income to your practice. For example, if an account credit or insurance overpayment remains on your books for several years, your practice may decide to write it off and treat it as revenue.
  • Reverse an Insurance Payment (Post a Takeback)

    From time to time, insurance companies will ask you to reimburse them for an overpayment. Sometimes, the company will ask you to send them a refund check. Sometimes, they will underpay you for more recent charges in order to make up for the overpayment on an old charge.
  • 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.
  • Post a Returned Check or Other Personal Payment Reversal

    When a check bounces, or a credit card payment is stopped, you can quickly reverse the payment in the Payments tool in PCC EHR. You can optionally post a fee, in accordance with your office's financial policy.
  • 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."
  • Post Insurance Interest Payments

    Occasionally, insurance carriers pay you interest for charges they have failed to pay in a timely manner. How can you record that interest in PCC, without throwing off your Accounts Receivable? An interest payment is unexpected revenue that should not be posted against the original charges. Is there a "correct" way of keeping track of the income in PCC?
  • Post and Reverse Insurance Overpayments

    Insurance companies sometimes pay you more than the remaining balance due on a charge or more than the contracted amount. Since you can not post more money than was due, and the payment may be “taken back” later, how can you track the overpayment?
  • Capitation and Capitated Plans in the PCC Billing System

    Capitation payments are not like other income. How should you configure the PCC billing system so you can enter and track capitation payments over time? Read the steps below to learn how to create appropriate insurance groups, plans, and income accounts to record and track capitation. For this example, we will create a new capitated […]
  • Print a Receipt

    You can print a receipt whenever you post a payment. You can also print a receipt for any payment(s) in an account's history.
  • Write Off Charges and Bad Debt

    When you want to write off a charge that is unrecoverable ("bad debt"), or post other account adjustments that reduce the amount due for a charge and decrease an account's outstanding personal balance, use the Payments tool.