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.

When you need to refund a personal credit to a family, you can post a refund adjustment.

Use the Account Balances component to review account balance totals and the details of all charges with a personal amount due.

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.

If you post a payment and later discover the procedure or payment was a mistake, you may need to "relink" the payment to different procedure.

You can quickly and easily reconcile personal payments that your practice has posted in PCC EHR. Run the Payment Reconciliation report in order to prove out, checking against your cash drawer and records at the end of the day or the end of your shift.

As you post charges and queue up a claim for an encounter, you can review and update patient and encounter information, double-check the linking and codes that the clinician selected, and post 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.

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.

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.