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. Read below to learn how.
Watch a Tutorial Video: To see a demonstration of the features in this article, watch Review Payment History and Edit Personal Payments.
Review Payment History for an Encounter
Use the Billing History in a patient’s chart to review detailed charge and payment information for any encounter.
The Billing History displays all of the billing-related information for an encounter.
In the Procedures section, you can review charges for the encounter, including the amount charged and a history of all payments.
For each charge, you can see personal payments, insurance payments, and adjustments.
If any unapplied (or “unlinked”) payments on an account are paying off charges, you will see the “Payment (Unapplied)” amount indicated for each charge and in the totals section.
In the Payments section, you can review payments posted on the same date as the encounter. To configure which payment types appear in this section, contact PCC Support.
For each payment, you can review what charges the payment applies towards.
Print an Encounter's Complete Billing History: Select any encounter and click “Print” to print the billing history. It will include all charge, payment, and adjustment information along with details about the claim.
See Bounced Checks and Other Payment Reversals: If a payment has been reversed (such as a returned check or a stopped credit card payment), it will appear along with the reversal procedure. The payment description will be struckthrough to help you identify that it was reversed. (If only part of a payment has been reversed, then the payment is still partly valid and the strikethrough line will not appear.) PCC identifies reversals as any account adjustment procedure of the types Receipt-NSF or Receipt.
Click 'Payments' For More Details and to Make Changes: After you review the charges and payments for an encounter, you may want to work with the billing account’s payment history and make changes. Click the “Payments” button to open the Payments tool.
In the Payments tool, you can edit payments, add notes, print a receipt, or make changes to how a payment is applied.
Review an Account’s Complete Payment History
Use the Payments tool in PCC EHR to review and edit an account’s full payment history. You can jump to Payments from within a patient’s Billing History, or open it from the Tools menu.
You can search for an account by name or use other search parameters, like an account phone number. The list of matching search results includes a Dependents column to help you confirm that you have the right account.
Click on the “History” tab to see the account’s payment history.
Aged account totals appear at the top, followed by a list of payments. The most recent payments appear at the top of the list.
Click the disclosure arrow next to a payment to see what charges it applies towards.
If any portion of a payment is unapplied, the payment amount appears in bold orange in the Unapplied Amount column. You can click the disclosure arrow to see more details about unapplied payments.
You can use the History tab in the Payments tool to review account balance and payment information. Then you can switch to the Payment tab to post payments, enter account notes, or perform other actions.
Edit a Personal Payment
Double-click on a personal payment in the Payment History tab to make changes.
You can modify the transaction date, payment type, amount, or check number. You can also change how much of a payment applies towards balances on personal charges, and you can use the Distribution section to specify which charges the payment applies towards.
Click “Save” to save any changes to the payment.
In addition to fixing mistakes made during payment entry, your practice can use the Payment History tab to identify unlinked payments, edit them, and apply them towards appropriate charges on an account.
Editing a Payment Updates Your Daysheet and Other PCC Auditing Reports: When you edit a payment, it will update your system’s underlying payment reports. For example, the Daysheet report will display a negative entry and a positive entry, reflecting the removal of the old payment and the addition of the new payment with your saved changes.
Print Receipts for Posted Payments
In the History tab in the Payments tool, you can select any payment(s) and click “Print Receipt” to print a receipt. For a detailed guide, read Print a Receipt.