The Family Editor,
fame, manages account information. You can run the Family Editor to add a new family to Partner, update family demographics, or enter notes about the account. You can also review an aged balance summary, run a collection report, generate account form letters, or review an account’s transaction history.
Accounts and Patients: All charges in Partner belong to accounts; all billing history is found by reviewing accounts. Use the Family Editor to work with accounts. Medical records, procedures, and diagnoses belong to patients. Use the Patient Editor (
notjane) to work with patients.