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.

Here are some related articles in Billing and Practice Management > Bill the Family > Billing and Practice Management > Post Personal Payments:

Turn an Account Over to Collections
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Customize the Messages on Personal Bills
Account bills include a text area that displays a custom billing message from your practice. You can adjust the billing message that appears for bills printed by a third-party service and bills you print at your office. You can add a one-time note when you print a single bill at your practice. Additionally, PCC support can add a custom “Pay Your Bill” website address.
Use Cycle Billing
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Follow Up on Unpaid Family Bills Overview
Unfortunately, not every family pays their bills on time. An address may be incorrect, a family may have questions about their balance, or they may be unable to pay. Following up on outstanding bills is a vital part of the billing process.
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Review What Appeared on a Printed Bill
How can you review a copy of an account's bill to verify what was sent to them on their statement? When your PCC system generates a bill, either for printing by a third-party printing service or in your office, it keeps a copy of the bill's contents.
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 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.
Provide Good Faith Estimates for Pediatric Encounters
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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.
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.
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.
Account Notes and Encounter Billing Notes
Learn how to enter and review account notes and encounter billing notes 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.
Generate Personal Account Bills
Use the Bills tool in PCC EHR to generate personal statements. In PCC EHR, you can send your bills to a third party electronically or print them in-house and mail them to families.
Print a Single Account Statement
Learn how to print a single account statement at any time, right in your office.

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