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.

Unpaid balances are broken down into Personal, Insurance, and Medicaid charges. They are aged across aging categories (0-29 days, 30-59 days, etc.), with the total personal balance due displayed in red.

Click the disclosure triangle to view a summary of the charges that have an outstanding personal (non-insurance) balance.

To print a copy for the patient or family, click Print.

In addition to balance details, the printout includes your practice’s information as well as the date it was generated.

Where Can I Find the Account Balances Component?: The Account Balances component appears in Patient Details (while scheduling), Patient Check-In, the Payments tool, Post Charges, and the Demographics section of the chart. Your practice can add the component to any protocol or ribbon in PCC EHR where it would be useful for your practice.

The Collection Report (coll)

PCC’s previous software suite includes the Collection Report (coll), which explains an account’s current balance and recent payment history. You can run coll for a particular account by pressing F3 – Collection Report while in the Family Editor (fame).

On the criteria screen, you can select report output destination, choose to include only certain sections of the report, and enter a date range of payments to display. Press F1 – Process Report to create the report.

The report includes the following sections:

Account Info: The first section of the report contains simple demographic information, including the account name, address and phone numbers, as well as some key dates (date of last visit, last bill sent, last personal payment made, and last insurance payment made.) If you use the “Hold Bill Till” and “Budget Amount” functions of the Family Editor (fame), you will see information about those settings in this section of the report.
Aging Summaries: The coll report shows you different ways of aging an account’s outstanding personal charges. Balances are first aged by Payor Responsibility Date, and then by Transaction Date.

Payor Responsibility is different in that it will age items based on when the amount became personal, instead of aging strictly from the date of service. Within each category, amounts are shown for balances that are overdue 30, 60, 90, and 120 days.
Outstanding Charges: The report contains a list of currently unpaid, personal charges. This section makes it especially easy to explain an account’s balance to someone over the phone.

Each unpaid charge includes the patient’s name, the diagnoses and procedures of the visit, and three columns to indicate how much was originally charged, how much is due to the personal account, and how much is still pending an insurance company.
Totals, Recent Payments, and Summary: At the bottom of the coll report, you can see the total of unpaid charges along with a summary of recent payments.

Accounts that are working to pay off an old balance should show regular payments.

Here are some related articles in Billing and Practice Management > Bill the Family > Follow Up on Unpaid Bills > Billing and Practice Management > Post Personal Payments:

Work With Special Accounts (cfs)
Use the Special Accounts Editor to work with all accounts with certain status flags or other specific characteristics. For example, you may want to list all accounts that your office put on a budget plan, or all accounts that were flagged as "Cash Only" for writing a bad check.
Track Personal Balances (persview)
The Personal Money Tracking Assistant helps you manage your personal accounts receivable. It creates an interactive list of accounts with personal balances. The list can contain all outstanding accounts or just a portion, depending on the criteria you enter when you first run the program.
Write Off Account Credits
Sometimes a credit should be written off and counted as income to your practice. For example, if an account credit or insurance overpayment remains on your books for several years, your practice may decide to write it off and treat it as revenue.
Refund Personal Credits
When you need to refund a personal credit to a family, you can post a refund adjustment.
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.
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.
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.
Configure Capitation and Capitated Plans
Contents1 Create the Insurance Groups, Plans, Fees, Payment Types, and Accounts to Record and Track Payments2 Post Capitation Payments Capitation payments are not like other income. How should you configure the PCC billing system so you can enter and track capitation payments over time? Read the steps below to learn how to create appropriate insurance […]
Reconcile Personal Payments and Prove Out at the End of the Day
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.
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.
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.
Read ERA 835s from Payors
When you need to review the insurance company's full response to a claim submission, how do you open and work with the ERA 835 file in PCC?

The Collection Report (coll)

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