Work Personal Balances
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Work Personal Balances (5 min • 2025-09)
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When you need to find accounts with outstanding personal balances, create a worklist in the Personal Balances tool.
Related Articles
- Here are some related articles in Billing and Practice Management > Bill the Family > Billing and Practice Management > Work Insurance A/R and Personal A/R:
- The Personal Balances tool allows multiple users to review and work down a list of accounts and mark each as reviewed before moving to the next item on the worklist.
Turn an Account Over to Collections
Learn how to use PCC's tools to turn an account's charges over to a collections agency.Generate Personal Account Bills
Use the Bills tool in PCC EHR to generate personal bills for families. Use the Payments tool to print a single account statement.- PCC has a wide range of tools that help you keep your personal A/R under control. From collecting copays and generating bills, to bill follow-up and sending accounts to collections, PCC tools can make you more productive.
Review a Log of Generated Account Bills
Every time your practice generates a batch of bills, PCC keeps a log of the bill run. Use the Log tab of the Bills tool to review each bill run, including full details of who ran bills, when they were run, and a list of every account for whom a bill was generated or excluded. You can also review a copy of any bill.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.- Your practice can use automatic cycle billing to spread your bills out throughout a month or other period of time. With cycle billing, your revenue and billing workload will stretch throughout the month, and no family will accidentally receive more than one bill per cycle.
- Use the Account Balances component to review account balance totals and the details of all charges with a personal amount due.
- While most claims are transmitted to payors electronically, sometimes you may need to generate paper 1500 HCFA forms, or print a single paper claim.
Requeue Large Numbers of Claims and Resubmit
Use Resubmit Claim Forms (maketags) to find and rebatch large groups of claims based on customizable criteria.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.Review an Encounter’s Billing History
Use the Billing History in a patient's chart to see full details of what was billed for an encounter, what payments were collected, when claims were sent, acknowledged, and received, and more.Review an Encounter’s Billing History
You can review all of a patient's billable encounters in the Billing History section of a patient's chart.Provide Good Faith Estimates for Pediatric Encounters
If a family does not have insurance, or the family won’t be using insurance for an encounter, then a pediatric practices needs to provide a “Good Faith Estimate” for the cost of care when an encounter is scheduled more than 3 days in advance.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.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.Review a Family’s Account History
When you need to troubleshoot a billing issue for an account, or a family asks for an annual account record, use the Account History in the patient's chart.Follow Up on Unpaid Encounters with Insurance Balances
After submitting claims and dealing with rejections, use the Unpaid Encounters worklist to followup on unpaid claims.Follow Up on Unpaid Encounters with Insurance Balances
Use the Unpaid Encounters worklist to track your practice’s insurance A/R and keep tabs on unpaid claims.Review a Family’s Account History
When you need to troubleshoot a billing issue for an account, or a family asks for an annual account record, use the Account History in the patient’s chart.