Generate Personal Account Bills

Open the Bills Tool

When you are ready to send out personal bills, open the Bills tool in PCC EHR.

Select Electronic Bills or Paper Bills

If your practice sends some or all bills out electronically to a printing service, select whether you are sending e-bills or printing paper bills.

Electronic Bills are Printed By a Third Party: An electronic bill refers to when your practice electronically sends bill files to a third party, OSG (formerly “Diamond Health”), for printing and mailing to families.

Paper Bills Require a Bills Printer: If your practice generates paper bills, you must have a printer available to print the bills. You may need to contact PCC Support to select which printer your practice will use to print bills or else set your individual user printer settings in the Practice Management window before you open the Bills tool. Contact PCC Support for more information.

Select Age of Bills to Send

Optionally adjust which bills you wish to generate, based on age of the oldest balance on the bill. Or click “Select All”.

For example, your office may wish to send current bills to your electronic printing service but print 90+ or 120+ bills manually.

Click Prepare E-bills

Click “Prepare E-bills” (or “Prepare Bills”) to process account balances and prepare bills. They will not be sent yet.

Review Totals and Optionally Work With Accounts

Review the total number of prepared bills. Optionally, click “Work With Accounts” to see all families for whom a bill was prepared.

Click “Submit E-bills” To Send Bills

When you are ready to send bills to your third-party printing service, click “Submit E-bills”. If you are printing bills at your practice, click “Submit Bills”.

When bills are sent, the account’s individual bill cycle and “Last Bill Sent” date will be updated, indicating that they have received a bill this month.

Open Personal Balances

Open the Personal Balances tool from the Tools menu.

Select the Criteria for Bills You Need to Print

Adjust the criteria in order to select those accounts for which you need to send bills.

For example, you may wish to print your practice’s 60-90 day overdue bills.

You can also indicate a minimum balance, select accounts by account status, and more.

One Bill a Month: In order to prevent sending a family a bill more often than once a month, you can use the “Last Bill” setting to indicate the number of days that need to have passed for an account to be included on the list.

Click Generate and Review the List of Accounts

Click “Generate” to produce a list of accounts that match your criteria.

You can sort and search the list to review the accounts and make sure you wish to print a bill for them.

Optionally, Work With Accounts, Post Payments, and More

Before you generate bills, you could select an account and click “Open Account” to review more details, including a list of outstanding charges, in the Payments tool.

You might decide to contact the family about their balance and post a payment. After working the account, you can return to Personal Balances and recreate the list of accounts that need a bill.

Click “Prepare Paper Bills”

When you are ready to generate bills for the accounts listed, click “Prepare Paper Bills” .

Review the expected number of bills and click “Prepare Paper Bills” to continue. PCC EHR will create the bills, post an automatic billing fee (if your practice uses one and accounts match the criteria), and add the finished batch of bills to the Print Queue.

Visit the Print Queue

When your system is finished preparing bills, you will see there’s a batch waiting to be printed on the Print Queue tab. Visit the Print Queue to view prepared bills and print them.

Select the Prepared Bill Batch and Print

Select a batch of prepared bills and click “Print Paper Bills” to send them to your printer.