Practice Management

Bill Families

PCC's tools help you keep your practice's personal A/R under control, from collecting copays and generating bills to billing follow-up.

Training Videos

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  • Generate Personal Bills

    Follow this procedure to print or generate the outstanding personal bills.

  • Personal Billing Overview

    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.

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  • Turn an Account Over to Collections

    Learn how to use PCC's tools to turn an account's charges over to a collections agency.

  • Review the Bill Log

    Every time you generate a batch of bills, Partner keeps a record in the Bill Log (billlog) program. You can use billlog to review details about your bill batches, find out who received a bill in each bill run, research why a family did not receive a bill, or examine a digital copy of any personal bill.

  • Customize the Messages on Personal Bills

    A billing message is a brief note that appears on a personal bill. Both paper and electronic bills can include a customized billing message. You can enter a family-specific billing message on the notes page of the Family Editor (fame). You can also use the billmsg program to change the billing messages that appear on all of your Normal, 30, 60, 90 and 120-day bills. Here are a few examples of messages that offices use:

  • Use Cycle Billing

    You can use 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.

  • 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.
  • Follow Up on Personal Bills

    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.

    • Work With Special Accounts (cfs)

      Use the Special Accounts Editor (cfs) 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. You can view and work with all of these types of accounts by using the cfs report.

    • The Collection Report (coll)

      The Collection Report (coll) explains an account's current balance and recent payment history. If a family does not understand why they owe money, run coll. It can also help you determine whether or not an account has been making regular payments against their outstanding balance.

    • Track Personal Balances (persview)

      The Personal Money Tracking Assistant, or persview, helps you manage your personal accounts receivable. persview 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.

    • 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.