On the first page of
fame, the main demographics screen, you can view and change demographic and other miscellaneous information about an account. You can also run two very useful account reports.
The fields at the top of the screen are self-explanatory. Press Enter or Tab to move from field to field and fill in any of the basic information. Partner will automatically capitalize names for you and enter dashes (–) in the phone numbers if you do not.
Status Flags: The “Status” field is not like other fields. Statuses are used to “flag” or classify accounts. You can put several different status flags on an account, separated by commas. An account might have “Overdue,” “Bad Debt,” and “Collection” status flags. Your office can run reports to see all the families that have a status. The status flags show up in the scheduler and elsewhere in Partner so your office will always know if there are any special circumstances surrounding an account.
Look-Up Fields: In all Partner programs, some fields have a list of possible answers from which you can pick. You can type anything you want into a name field or address field, but the “Status” field can only be filled from a list of predefined values, just like medical procedures elsewhere in Partner. To see a list of possible answers in a “Look-Up” field, type an asterisk (*) and press Enter. You can learn more about using the asterisk key to search for options in the Charge Posting manual.
Zip Code City Look-Up: If you type a zip code into the “City” field, Partner will look up the city name for you. Press Enter until the cursor is in the “City” field, type in the five digit zip code, and press Enter or Tab to perform the look-up.
Customizable Fields: The six fields in the lower left quarter of the screen are customizable. Your office may have set these fields to record HIPAA information, social security numbers, or other data.
Billing and Budget Information: In the lower-right quarter of the page, you can view the account’s “Last Service” date, the last date on which charges were posted for a patient on the account. Payment and billing dates are also listed. Partner tracks and maintains these dates automatically. The last two fields on the screen, “Hold Bill Till” and “Budget Amt,” can be used to control when the family will receive a personal bill and what amount will be due. You can learn more about family billing options by reading Personal Billing and Collections.
Aged Balances: Does the account or their insurance company have any outstanding bills? You can review outstanding balances in an aged chart at the bottom of the screen. The Personal, Insurance, and Medicaid totals will give you a quick reference, but you can also see how old the balances are by number of days since the transaction date (the date of service). Since a charge may become personal only after the insurance company rejects it, a 120+ personal charge may not be as terrible as it looks. However, a large amount of money overdue in the “120+” column might be a red-flag that the account needs attention by a biller. If you want more information about an account’s outstanding charges, press F3 – Collectn Report.
Address Verification: Insurance carriers will reject claims that have a bad zip code or are missing street or city information. When you edit an account, Partner checks the address and warns you if there is a problem.
Make corrections to the fields that are highlighted in red and press F1 – Save and Continue. If you do not have correct address information, you can press F12 to continue.
E-Mail Addresses: The Email field in the Family Editor (
fame) is designed to hold one e-mail address with no additional characters. If additional characters are entered or multiple e-mail addresses are typed into the field, Partner will attempt to parse the first available e-mail address.
Function Keys on the Demographics Page
F1 – Save
Press F1 to save all changes and quit
F3 – Collectn Report
Press F3 to run the collection report program. Do you need to understand, in detail, why an account has an overdue balance? The collection report provides a complete record of outstanding charges, including an explanation of which charges are pending the insurance company and which are personal. To learn more about the collection report (
coll), read The Collection Report.
F5 – Notes
Press F5 to jump down to page three of
fame, the main notes page. You can accomplish the same thing by pressing Page Down twice.
F6 – Account Forms
Press F6 to generate a form letter for this account. You will see a list of available form letters:
Use the arrow keys to select the desired letter, mark the letter or letters you want with an X, and press F1 – Process Forms. Some forms will ask you questions on the screen before you print them. Do you want to learn how to create your own form letters or edit the existing ones? Read Customizing Form Letters.
F8 – Account History
Press F8 to run the Account History report,
tater. The Account History report provides you with a complete transaction history for the account, including all dependent patients who have the account as a guarantor and a complete billing history for all insurance companies on the account.