Work Personal Balances in PCC EHR

Open the Personal Balances Tool

Open the Personal Balances tool from the Tools menu.

Set Your Balance Criteria

Select “balance”, and set the minimum value that you want to work with.

You can filter by how recently the balance was reviewed in this tool, as well as last personal payment, and last bill dates.

You can optionally include or exclude by account flag to further refine your criteria.

Generate Your Worklist

Click “Generate” to see the account list filtered by your selected criteria.

The generated balance worklist displays the account name, current balance, billing date ranges, total personal balance, last personal payment, last bill dates, and how recently the balance was reviewed in this tool.

Optionally Review Criteria or Search

You can review your worklist criteria in the collapsible Criteria section. To find a specific entry, use the “Search Filter” field to find specific accounts.

Open an Account

To work with an account in more detail, either double-click an account row or select the row and click “Open Account”. This will open the selected account in the Payments tool.

You can review balance details, update account information, and add notes about billing topics within the Payments tool.

To learn how to post personal payments and adjustments, read Post Personal Payments and Write Off Charges.

Optionally Generate an Account Form

If you need to send a past due letter or policy document to an account holder, you can optionally use the Account Forms component in the Payments tool to generate or print an account form.

Forms Configuration Tool Only: Practices must enable the Forms Configuration tool to make use of the Account Forms component.

Return to Your Worklist

Click “Save + Exit” in the Payments tool to return to your worklist.

Mark an Account as Reviewed

When you are finished reviewing an account, select the account row and click “Mark as Reviewed”. This will sign and date the account entry on your worklist.

Reviewed items will remain on the worklist until the next time you generate your worklist with the same criteria.

If you accidentally mark the incorrect account, you can revert your reviewed signature with the “Revert Last Reviewed” button.

Revert Limited by Session: You can only revert last reviewed entries within your current session. If an entry’s font is bold, you can revert it.