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
You can review all of a patient's billable encounters in the Billing History section of a patient's chart. -
Account Notes and Encounter Billing Notes
Learn how to enter and review account notes and encounter billing notes in PCC EHR. -
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. -
When you need to find accounts with outstanding personal balances, create a worklist in the Personal Balances tool.
Get Started
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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. -
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.
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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.
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. -
Requeue Large Numbers of Claims and Resubmit
Use Resubmit Claim Forms (maketags) to find and rebatch large groups of claims based on customizable criteria. -
Use the Account Balances component to review account balance totals and the details of all charges with a personal amount due.
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While most claims are transmitted to payors electronically, sometimes you may need to generate paper 1500 HCFA forms, or print a single paper claim.
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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.