Edit Account Information

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.

  • Last modified: August 3, 2015