Follow Up on Personal Balances
Some accounts have outstanding personal balances after insurance payments have processed. Your practice can follow up on these outstanding balances, work with the accounts, and mark balances as reviewed in the Personal Balances tool.
Coming Soon: This article describes functionality in PCC 10.4, coming to pediatric practices Fall 2025.
Contents
Work Outstanding Personal Balances
You can create a list of outstanding balances, filtered by your preferred criteria, and work down the list in the Personal Balances tool.
Open the Personal Balances Tool
Open the Personal Balances tool from the Tools menu.
Set Your Criteria
To view account balances, select “Balance” and set the minimum value that you want to work with. Filter by aging range and time since the account’s most recent review, bill, and payment.
You can optionally use flags to further refine your output.
Generate Your Worklist
Click “Generate” to see the list of accounts that match your selected criteria.
The balance view displays the account name, current balance, billing date ranges, total personal balance, as well as the most recent bill, payment, and review dates. Click “Back” to refine your criteria.
Optionally Search Your Worklist
You can search the list 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.
Return to Your Worklist
Click “Save + Exit” in the Payments tool to return to your worklist.
Mark an Account as Reviewed
When an account has been reviewed, select the account row and click “Mark as Reviewed”. This will sign and date the account entry on your worklist. The next time you generate your worklist with the same criteria, the list will only display items that have not been reviewed.
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.
Review and Work with Account Credits
To generate a list of accounts with credits, select “Credit” when setting your criteria.
The credit view displays account name, credit amount, last date of service, last bill date, and last reviewed date. You can open or mark row items as reviewed in credit view, just like in the balances view.
For more information on how to review payment history and edit payments, read Review Payment History and Edit Payments.
Set Permissions for the Personal Balances Tool
Use the User Administration tool to adjust which users have access to the Personal Balances tool.
Select an appropriate role and check “Personal Balances” to grant permission to users with the selected role.