Post Personal Payments and Write Off Charges

If the video does not start automatically, view it here.

Post Personal Payments and Write Off Charges (8 minutes • 08-2022)

If the video does not start automatically, view it here.

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.

Here are some related articles in Front Desk > Check Out a Patient > Billing and Practice Management > Post Personal Payments:

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.
Refund or Write-Off Account Credits
When you need to refund a personal credit to a family, you can post a refund adjustment.
Review Personal Account Balances
Use the Account Balances component to review account balance totals and the details of all charges with a personal amount due.
Post a Returned Check or Other Personal Payment Reversal
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.
Unlink and Relink a Payment
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.
Reconcile Personal Payments
You can quickly and easily reconcile personal payments posted for the day. Use the Payment Reconciliation report to prove out and review cash, check, and credit card totals at the end of your shift.
Post Charges
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.
Post Charges in PCC EHR
Watch this video to learn how to review encounter information and post charges for an appointment in PCC EHR.
Review Payment History and Edit 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.
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.
Print a Receipt
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.
Print a Receipt
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 Personal Payment Reversal
Learn how to post a returned check, stopped credit card payment, or other payment reversal in PCC EHR.
Refund Personal Credits
Learn how to refund personal credits in PCC EHR.
Write Off Charges and Bad Debt
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.

Post Personal Payments and Write Off Charges (8 minutes • 08-2022)

Related Articles