Post Personal Payments and Write Off Charges
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Post Personal Payments and Write Off Charges (8 minutes • 08-2022)
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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.
Related Articles
- Here are some related articles in Billing and Practice Management > Post Charges and Bill for an Encounter > Billing and Practice Management > Bill the Family:
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.Turn an Account Over to Collections
Learn how to use PCC's tools to turn an account's charges over to a collections agency.- 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.
Check Patient Insurance Eligibility
PCC automatically checks insurance eligibility for all of a scheduled patient's active insurance plans, if the carriers support automated eligibility. You can use eligibility features in PCC to review and confirm eligibility for upcoming appointments. You can also review and re-check a patient's insurance eligibility status during Patient Check-In.Prepare an Encounter for Billing
Learn how to review and link diagnoses and procedures and make a visit ready for billing in PCC EHR.Review Posted Charges In Daily Check
The Daily Check program (dailycheck
) lists all the visits posted on a single day or range of days. The report includes every diagnosis, procedure, amount charged and payment posted. Usedailycheck
to review a day's postings and compare them against the encounter forms. Many office managers run dailycheck every evening or early the following morning.Review What Was Billed for an Encounter
After you bill a visit in PCC EHR, you can return to the patient chart and review what was sent to thecheckout
program.Bill for Phone Notes and Portal Messages
Your practice can bill for phone calls and portal messages. Read this article to learn how to chart and bill for a phone encounter (or portal message thread). You'll also find configuration instructions and tips for turning phone calls and portal messages into billable telemedicine encounters.- Use this new user training outline to learn how to complete billing tasks in PCC.
Reconcile Payments and “Prove Out” at the End of the Day
You can quickly and easily reconcile 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. Open the Payment Reconciliation report from the Report Library in PCC […]- As you post charges, you can review and update patient information (like insurance eligibility), double-check the linking and codes that the clinician selected, and post any payments received.
- Watch this video to learn how to review encounter information and post charges for an appointment in PCC EHR.
Schedule, Chart, and Bill a Telemedicine Visit
Learn how to schedule, chart and bill a telemedicine visit with PCC.Bill for Phone Encounters and Portal Messages
After you complete a phone note or portal message thread in PCC EHR, you can bill for the encounter right in PCC EHR.Schedule, Chart, and Bill a Telemedicine Encounter
Schedule a telemedicine appointment with optional video connection information and then chart and bill the visit using PCC EHR. Patients and families will see telemedicine information in the portal, and billers will have everything they need to post charges and queue up a claim.Configure Post Charges in PCC EHR
Read this article to learn about configuration options and implementation recommendations for the Post Charges features in PCC EHR.Find Encounter Charges That Need to Be Posted
Your pediatric practice renders so many services in a day that it can be difficult to keep track of every last item that needs to be billed. Read this article to learn the different ways to find charges in PCC EHR that need to be posted.Post Administrative Fees Without an Appointment
Learn how to post a forms fee or any other administrative charge that could occur outside the context of an appointment.- Read this procedure to learn how to create a hospital encounter on a patient's chart, post hospital diagnoses and charges, adjust claim information, and queue up a claim.
Work with a Patient’s Billing History in the Chart
You can review all of a patient's billable encounters in the Billing History section of a patient's chart.- Learn how to post a forms fee or any other administrative charge that could occur outside the context of an appointment.
Work with a Patient’s Billing History in the Chart
You can review all of a patient's billable encounters in the Billing History section of a patient's chart.- Learn how to post charges for a hospital encounter in PCC EHR.
Personal Billing (Advanced Training Session)
Watch this video to learn personal billing and collections workflows in PCC.- Learn how to submit claims with PCC.
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.- Watch this video to learn how to use the Claim Holds tool to hold back claims for specific dates of service, billing providers, locations, and insurance plans.
Hold Claims for Specific Dates of Service, Billing Providers, Locations, and Plans
When your practice needs to prevent certain claims from being submitted, you can create a claim hold. A claim hold prevents claims from going out for specific dates of service, billing providers, places of service, and insurance plans.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.
Post a Returned Check or Other Payment Reversal
Learn how to post a returned check, stopped credit card payment, or other payment reversal in PCC EHR.Enter and Review Account Notes
Learn how to enter and review account notes in PCC EHR.Track Billing and Signing Status on the Schedule
Use the Billing and Signing columns on the Schedule screen to understand which encounters need to be billed.