Personal Billing (Advanced Training Session)
If the video does not start automatically, view it here.
Personal Billing (Advanced Training Session) (31.5 min • 09-2021)
If the video does not start automatically, view it here.
Watch this video to learn personal billing and collections workflows in PCC.
Related Articles
- Here are some related articles in Billing and Practice Management > Bill the Family:
Turn an Account Over to Collections
Learn how to use PCC's tools to turn an account's charges over to a collections agency.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.- Follow this procedure to print or generate the outstanding personal bills.
- PCC has a wide range of tools that help you keep your personal A/R under control. From collecting copays and generating bills, to bill follow-up and sending accounts to collections, PCC tools can make you more productive.
- Every time you generate a batch of bills, Partner keeps a record in the Bill Log (billlog) program. You can use
billlog
to review details about your bill batches, find out who received a bill in each bill run, research why a family did not receive a bill, or examine a digital copy of any personal bill. Customize the Messages on Personal Bills
A billing message is a brief note that appears on a personal bill. Both paper and electronic bills can include a customized billing message. You can enter a family-specific billing message on the notes page of the Family Editor (fame
). You can also use thebillmsg
program to change the billing messages that appear on all of your Normal, 30, 60, 90 and 120-day bills. Here are a few examples of messages that offices use:- You can use cycle billing to spread your bills out throughout a month or other period of time. With cycle billing, your revenue and billing workload will stretch throughout the month.
Post Personal Payments and Write Off Charges
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.Provide Good Faith Estimates for Pediatric Encounters
If a family does not have insurance, or the family won’t be using insurance for an encounter, then a pediatric practices needs to provide a “Good Faith Estimate” for the cost of care when an encounter is scheduled more than 3 days in advance.Review Payment History and Edit Personal Payments
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.Review Payment History and Edit Personal Payments
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.Enter and Review Account Notes
You may wish to record details about an account or billing situation with a family. Read below to learn about Account Notes in PCC.- 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.
- 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.
Enter and Review Account Notes
Learn how to enter and review account notes in PCC EHR.