Billing and Practice Management

When you need to refund a personal credit to a family, you can post a refund adjustment.

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.

You can review payment history by encounter, or see all payment history for an account. You can also edit payments that were posted incorrectly and adjust how payments are applied to charges. Read below to learn how.

Sometimes a credit should be written off and counted as income to your practice. For example, if an account credit or insurance overpayment remains on your books for several years, your practice may decide to write it off and treat it as revenue.

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.

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.

Capitation payments are not like other income. How should you configure the PCC billing system so you can enter and track capitation payments over time? Read the steps below to learn how to create appropriate insurance groups, plans, and income accounts to record and track capitation. For this example, we will create a new capitated […]

You can print a receipt whenever you post a payment. You can also print a receipt for any payment(s) in an account's history.

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.