The Personal Money Tracking Assistant, or persview, is a powerful Partner tool. It is designed to help your practice manage your personal accounts receivable. persview creates an interactive list of accounts with personal balances. The list can contain all outstanding accounts or just a portion, depending on the criteria you enter when you first run the program.
If you have a dedicated personal biller, they should use persview every day when working down unpaid balances. By specifying different criteria, a user can focus on a certain portion of your practice's personal A/R. For example, some offices split up overdue accounts by last name, while others work on the accounts based on the age or amount of the balance. Regardless of how your office works, persview can help you hone in on the accounts you need to contact.
The report's results can be printed or saved in your e-mail box, but the real power of persview comes from working with the list on your screen. By pressing different function keys, you can send out form letters, review account histories, generate bills, enter notes, post payments, post late fees, and even write off bad debt... all from the same interface.