Work Insurance A/R and Personal A/R

After you’ve sent claims, filed appeals, and mailed personal bills, how do you track and follow up on your practice’s outstanding insurance and personal accounts receivable?

Training Videos

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  • 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.
  • Work Personal Balances

    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.
  • 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.

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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.
  • Requeue Large Numbers of Claims and Resubmit

    Use Resubmit Claim Forms (maketags) to find and rebatch large groups of claims based on customizable criteria.
  • Explain Account Balances

    Use the Account Balances component to review account balance totals and the details of all charges with a personal amount due.
  • Print Paper HCFA Claim Forms

    While most claims are transmitted to payors electronically, sometimes you may need to generate paper 1500 HCFA forms, or print a single paper claim.
  • 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.
  • 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.