Bill Families
Partner 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, Partner tools can make you more productive.
Training Videos
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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. -
Personal Billing (Advanced Training Session)
Watch this video to learn personal billing and collections workflows in PCC.
Get Started
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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. -
Follow this procedure to print or generate the outstanding personal bills.
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Partner 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, Partner tools can make you more productive.
Learn More
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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. -
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 thebillmsg
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: -
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.
- 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.
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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 thecfs
report. -
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, orpersview
, 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.
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- Post Refunds
Use the refund program to make personal account refunds. You can also use the refund program to post other types of accounting adjustments.
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Sometimes a credit should be written off and counted as income for your practice. If a credit remains on your books for several years, the credit should be written off and considered revenue. You may choose to write off old insurance overpayments as well, recording them as income. To write off credits, post an adjustment in
refund
and then link the credit to that adjustment. Follow the procedure below. -
When you need to refund a personal credit to a family, you can post a refund adjustment.
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Post a Returned Check or Other 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. Follow the steps below to learn how to manage payment reversals in PCC. -
(PCC 9.5) Post a Returned Check or Other Payment Reversal
Training Video
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