Billing and Practice Management

Bill the Family

Training Videos

  • Enter and Review Account Notes

    2.5 min • 2022-11
    Learn how to enter and review account notes in PCC EHR.

  • Generate Personal Account Bills

    4.5 min • 2024-09
    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.

Get Started

  • Generate Personal Account Bills

    Use the Bills tool in PCC EHR to generate personal bills for families.

  • 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.

  • 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.

Learn More

  • 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 a Log of Generated Account Bills

    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

    When you prepare and send personal bills, you can include a billing message customizable to the age of the balances on each family's account. Messages will appear on bills you print at your practice or send to an electronic billing service for printing.

  • Use Cycle Billing

    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.

  • 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.

  • 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.
  • Follow Up on Unpaid 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 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.

    • Review Personal Account Balances

      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 helps you manage your personal accounts receivable. It 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.