Billing and Practice Management

Review Billing and Practice Management Reports

You can use the Report Library in PCC EHR for many reporting needs. Your practice's Practice Vitals Dashboard provides high-level insight and helps you compare your practice to benchmarks. Additionally, the Practice Management system, Partner, includes powerful, customizable financial analysis reports. Check out the articles below to learn more.

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  • Create a Custom Report

    You can generate and save custom reports and report categories in PCC EHR.

  • Pediatric Practice Oversight Reporting with PCC

    You can use PCC reports to identify problem areas in your A/R, review collections, and evaluate your growth as a practice. The tables below show PCC’s recommended reporting tools for practice oversight on a daily, weekly, monthly, and annual basis.

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  • Create Worklists of Unpaid Claims (insaging, inscoar)

    You can use PCC's tools to work on claims with errors, rejections, and denials. But what if a problem is fixed, but the claim wasn't resubmitted? Or what if an insurance payor simply never responds? Are some insurance payers regularly failing to pay you in a timely fashion? You may need specialized tools to track and work down your practice’s insurance A/R.

  • Run Reports in the Practice Management Window (Partner)

    PCC's Practice Management tool, Partner, includes a variety of specialized, customizable reports for billing and financial analysis. Partner's accurate and diverse reporting capabilities can help you with time management, inventory planning, insurance contract negotiations, and financial planning.

  • Use the Smart Report Suite to Create Custom Reports

    The Smart Report Suite (srs) is a report library in PCC's previous Practice Management system.

  • Export SRS Results to a Spreadsheet

    You or your practice's accountant may use financial data from reports to analyze profits and make policy decisions for the future of your practice. You may wish to export those reports to another program, such as a spreadsheet, in order to make graphs or combine the numbers with other information.

  • Financial Reports in Practice Management

    The Practice Management (Partner) tool in PCC EHR includes a wide array of financial reports. While many of these functions have been replaced with PCC EHR tools with modern interfaces, there are still many powerful, customizable reports that can help you track charges and payments and report on your practice's overall financial health.

  • Report on Productivity in the Report Library

    Practices can review provider and practice productivity over time using the Total Charges and Payments by Provider and Month report.
  • Create Worklists of Accounts with Past Due Balances

    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.

    • 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.
  • Get Started in Practice Management Tools
    PCC EHR's Practice Management windows house some advanced billing functions and PCC configuration.