Partner Program Name Index

All Partner programs have a one-word name. As a Partner user, you may be familiar with fame, the Family Editor, and sam, the Scheduling Appointment Minder. This document contains an index of Partner program names and a brief description of each program. When available, links to more detailed documentation are included.

Learn More: A list of programs is not a good introduction to Partner. Use the Table of Contents at the left or read or contact PCC Software Support (800-722-1082) if you are struggling to find the right tool for your office’s needs.

activity
The Insurance Activity Summary (activity) provides a quick review of all activity for each insurance group for any date range. Because activity displays the number of visits and charges, you can quickly see which companies make up the largest part of your business. Since payments per visit are also on the report, you can use activity to begin evaluating which companies are paying you well and which are paying you poorly.

Related Documentation: Partner Reporting

addblock
The Add Blocks (addblock) program adds a single block to the Partner schedule for a given date, provider, block type, and time range. Use addblock to quickly block a specific time from a provider’s schedule. You can also review existing blocks, read block notes and remove blocks from within addblock.

Related Documentation: Blocks

aging
The Insurance Accounts Receivable Summary (insaging) shows an aged summary of your practice’s outstanding charges broken down by insurance group. Use it to see which carriers owe you the most money and how old those balances are. insaging is also a quick way to see your total A/R, and it can help you determine which insurance carriers need special attention. The report lists the percentages of your A/R for which each insurance group is responsible.

Related Documentation: Partner Reporting

AniTa
AniTa is a Windows program that connects a PC computer to Partner. You run all Partner programs by first running AniTa and logging into Partner.TeraTerm is an older program used for the same purpose. PCC did not write AniTa or TeraTerm.

Related Documentation: Using AniTa With Partner

appts
The Appointment Summarizer (appts) is a powerful scheduling analysis report. In appts, you can list appointments by a variety of criteria and subtotal by provider, visit reason, and other items.

Related Documentation: Partner Scheduling, Partner Reporting

ardays
The A/R Days (ardays) report ages your accounts receivable and shows the number of days of work outstanding in each aging category. ardays can tell you, for example, how many days of your accounts receivable are over 90 days old.

Related Documentation: Partner Reporting

autoflag
Partner can automatically mark patients who haven’t visited recently as “Inactive”. Partner can also automatically add any other status flag based on any set of criteria available in the Patient Recaller (recaller). You can work with your PCC account team to create up to six sets of unique criteria for assigning status flags. Later, you can use autoflaglog to see what flags were assigned to patients. Contact PCC Support for help configuring autoflag.

Related Documentation: The Patient Recaller, Patient Status Flags

autoflaglog
When your practice uses autoflag, you can review which patients were marked as Inactive with the autoflaglog program. After you run autoflaglog and enter a date range, you will see a list of all patients who received the Inactive flag.


backups
The backups program makes backups of your Partner Server. Partner backups occur every night, automatically, onto a tape in your Partner Server. You can run backups if you need to create an additional backup or if the nightly backup failed.

Related Documentation: Backing Up Your Partner Server, Partner System Administrator’s Guide

bills
The bills program generates personal bills.

Related Documentation: Generate Personal Bills ([prog]bills[/prog], [prog]ebs[/prog]), Personal Billing in Partner

bump
The bump program lists overlapping appointments for any given day.

Related Documentation: Partner Scheduling, Partner Reporting

byins
The byins report lists all insurance plans by their insurance group. Insurance groups are important because many financial reports use them. Use byins to review your insurance groups and find problems, then make changes to the groups in the Table Editor (ted).

Related Documentation: Adding and Configuring Insurance Plans

byproc
The byproc report lists all procedures by their procedure group. Procedure groups are used by various reports. Use byproc to review your procedure groups and find problems, then make changes to the groups in the Table Editor (ted).

byprov
The byprov report lists all of your providers sorted by provider group. Provider groups are used by several Partner programs and reports. Use byprov to review your provider groups and find problems, then make changes to the groups in the Table Editor (ted).

Related Documentation: Adding a New Provider

caprep
The Capitated Plan Member Report (caprep) provides usage numbers which can help you evaluate the pros and cons of a capitated plan.

ced
The Configuration Editor (ced) contains lists of questions that control the behavior of many Partner programs.

cfs
The Special Accounts Editor (cfs) generates an interactive list of accounts. The available lists are based on your office’s status flags or one of several built in criteria, such as overdue accounts or accounts with credits.

Related Documentation: The Special Accounts Editor ([prog]cfs[/prog])

chart
The Appointment Book Displayer (chart) was written to help users pull charts. It displays a single provider’s appointments for a single day without showing spaces for available appointments. chart is usually shorter than the scan report, making it easier to read and print.

Related Documentation: Partner Scheduling, Partner Reporting

checkin
The Patient Checkin (checkin) program can confirm or update any patient’s demographic, insurance, and balance information. Because checkin has links to almost every essential Partner program, front desk users treat it as a “home base” or launching point when checking in patients or working on the phone.

Related Documentation: Patient Check-In ([prog]checkin[/prog]), Partner Training Manual for New Employees, Working With Accounts and Patients ([prog]fame[/prog], [prog]notjane[/prog])

checkout (formerly chuck)
The Checkout program (checkout) posts procedures, diagnoses, payment, and accompanying claim information into Partner.

Related Documentation: Posting Charges ([prog]checkout[/prog]), Personal Billing in Partner, Partner Training Manual for New Employees

chuck -d
The chuck -d command runs a report that displays all of the charge-posting screen data and HCFA configuration data for your system. If there are any apparent errors, the word “ERROR” will appear in the report’s output. When you run chuck -d, you should use the pipe symbol to send the output to less. At a command prompt, type “chuck -d | less”. This will prevent the report’s text from scrolling off your screen.

coll
The Collection Report (coll) shows detailed information about outstanding charges for a single account. Basic demographic information and payments for any date range are also available in the report. When you need to understand why an account owes money, coll is the best tool. coll can also display all payments from a family during a certain time period, such as a full tax year.

Related Documentation: Collection Report

cscb
The Consistent Sick Call Blocker (cscb) places multiple blocks in Partner’s schedule according to a specified date range and list of providers. cscb works from block template files that must be edited before running the program.

Related Documentation: Sick Call Blocking ([prog]cscb[/prog], [prog]rmscb[/prog], [prog]escb[/prog], [prog]addblock[/prog]), Scheduling Configuration

csedit
The Charge Screen Editor (csedit) allows you to configure which diagnoses and procedures appear on the charge posting screen in checkout. You can link custom lists of procedures and diagnoses to different locations, providers, and visit reasons.

Related Documentation: Post Charges ([prog]checkout[/prog])

curimms
The Current Immunization (curimms) report and the Epidemic Prevention (epidemic report both check for missing immunizations. The curimms report output can be added to any encounter form and will show you if your system does not have a record for a specific immunization for the patient. The epidemic program can be run on an entire age group and will list all patients who do not have immunization records that meet your system’s configurable immunization standards.

Related Documentation: Partner Immunization Records, Epidemic Prevention

dailycheck
The Daily Check program (dailycheck) lists all visits posted on a single day and includes every diagnosis, procedure, amount charged and payment posted. Use dailycheck to review a day’s postings and compare them against the encounter forms. Many office managers run dailycheck every evening or early the following morning.

Related Documentation: Partner Reporting

daysheet
The Daysheet report shows all charges, payments, and adjustments for any date range or a single day. If problems arise while balancing out at the end of a day, the daysheet report can help reveal why. Every entry includes the poster’s username. The report includes erased or “oops-ed” items, and there are many useful sorting and subtotal options.

Related Documentation: Partner Reporting

deposit
The deposit report lists all cash, check, and charge payments posted on a single day or date range. Check deposit against your cash drawer at the end of the day or the end of a shift. Each item includes the username of the person who posted the payment. This report has many powerful sort and subtotal options.

Related Documentation: Partner Reporting

dist
The Account Distribution Report (dist) generates a list of insurance groups with the number of active and inactive accounts, along with how many of the accounts are overdue, have credits, are in collection, and have received charges or made payments within the past 30 days. The dist report provides a snapshot of your patient activity for each insurance group.

Related Documentation: Partner Reporting

dsscan
The Daysheet Scan (dsscan) lets you view all daysheet entries for one particular account. You can see every charge, payment, or adjustment that was posted or deleted on the account, along with the user who performed the action. dsscan is useful when a charge is posted by one user and deleted by another user, or when the account or deposit report is difficult to understand.

Related Documentation: Partner Reporting

duplicates
The Duplicate Account/Patient Report (duplicates) shows all accounts and patients that have a duplicate entry in Partner. If your office frequently adds a new account or patient when they should be editing an old one, duplicates can help you clean up the double entries.

Related Documentation: Partner Reporting

ebs
The Submit Electronic Bills (ebs) program runs the bills program for electronic personal billing. ebs sends your personal bills to a company that prints and mails them for you. You must have a contract with the company before you can run this program.

Related Documentation: Generate Personal Bills ([prog]bills[/prog], [prog]ebs[/prog]), Personal Billing in Partner

ECS
The ECS Submission (ECS) program submits your insurance claims electronically. ECS is usually run automatically by the preptags program.

Related Documentation: Generate Claims ([prog]preptags[/prog], [prog]ecs[/prog], [prog]hcfa[/prog]), Review Electronic Claim Submission Reports ([prog]ecsreports[/prog]), Insurance Billing and Collections in Partner

ecsreports
The ecsreports program displays electronic claim submission reports, ebills reports, and electronic remittance advice (ERAs). The program displays incoming reports by date and includes a category view and various search features for finding and working with old reports. Run ecsreports when you need to find out why a claim was rejected or need proof of timely filing. A full catalog and explanation of the reports inside ecsreports is available in the EDI Reports ([prog]ecsreports[/prog]) manual.

Related Documentation: Review Electronic Claim Submission Reports ([prog]ecsreports[/prog]), Generate Claims ([prog]preptags[/prog], [prog]ecs[/prog], [prog]hcfa[/prog]), Insurance Billing and Collections in Partner

elig

The Eligibility (elig) program displays patient insurance eligibility. Use the program to view a list of appointments and their accompanying eligibility information, request an eligibility update, or make notes or set a status about eligibility. While using the program, you can also contact the patient’s family and update insurance information.

Related Documentation: Eligibility in Partner, The Eligibility Program ([prog]elig[/prog])

epidemic
The Epidemic Prevention program (epidemic) creates a list of children who are missing a specified immunization. The output is based on your immunization configuration and patient records, so a review of your configuration and patient records is essential before running the program. See also: currimms.

Related Documentation: Epidemic Prevention

escb
The Extended Sick Call Blocker (escb) places blocks in Partner’s schedule based on a selected date, time range, and provider. Use escb to add extra blocks, of any type or size, for a certain week.

Related Documentation: Sick Call Blocking ([prog]cscb[/prog], [prog]rmscb[/prog], [prog]escb[/prog]), Adding Single Blocks

fame
The Family Editor (fame) manages account information. Run fame to update family demographics, add a new insurance policy to an existing account, or add a new account to Partner. From within fame, you can also review a billing summary, run a collection report, or review an account’s transaction history.

Related Documentation: Working With Accounts and Patients ([prog]fame[/prog], [prog]notjane[/prog]), Patient Check-In ([prog]checkin[/prog]), Partner Training Manual for New Employees

findem
The Advanced Find Routines (findem) allow you to find and list patients by a wide range of criteria. For example, you can use findem to find patients by insurance certificate number, home address, or immunization lot number.

Related Documentation: Finding Patients and Accounts, Partner Training Manual for New Employees

full
The full report displays an abbreviated daily schedule for several providers, side-by-side. Along with the time and provider, the report lists the length of each appointment, the patient’s first initial and last name, and the visit reason.

Related Documentation: Partner Scheduling, Partner Reporting

hcfa
The HCFA Form Generation program (hcfa) prints paper insurance claims.

Related Documentation: Generate Claims ([prog]preptags[/prog], [prog]ecs[/prog], [prog]hcfa[/prog]), Review Electronic Claim Submission Reports ([prog]ecsreports[/prog]), Insurance Billing and Collections in Partner

hmo
The HMO report generates an age distribution for each primary-care physician for any of your practice’s insurance groups. Run hmo to find out how many patients under five years old have BCBS and Dr. Smith as their primary care physician. The same information is available in the recaller, but hmo lists all physicians for all age ranges in a single report, and includes subtotals.

Related Documentation: Partner Reporting

immcheck
The immcheck report will list all of the details surrounding immunization and physical configuration at your office. When you run immcheck, you should use the pipe symbol to send the output to less. At a command prompt, type “immcheck | less”. This will prevent the report’s text from scrolling off your screen.

imms
The Immunization Record (imms) stores an immunization record for every patient. Run imms to review immunizations or print an immunization record.

Related Documentation: Edit Immunization Records ([prog]imms[/prog]), Nurses Immunization Module, The Patient Editor

immsreg
The Immunization Registration (immsreg) sends your patient immunization records to a state or commercial immunization registry.

Related Documentation: Edit Immunization Records ([prog]imms[/prog]), Nurses Immunization Module

inquire
The Scheduler’s inquire program displays a list of any patient’s appointments. You can review a patient’s appointment history, see details about upcoming appointments, and cancel or reschedule any appointment.

Related Documentation: Scheduling in Partner

insaging
The Insurance Accounts Receivable Summary (insaging) shows an aged summary of your practice’s outstanding charges broken down by insurance group. Use it to see which carriers owe you the most money and how old those balances are. insaging is also a quick way to see your total A/R, and it can help you determine which insurance carriers need special attention. The report lists the percentages of your A/R for which each insurance group is responsible.

Related Documentation: Insurance Accounts Receivable Summary ([prog]insaging[/prog]),Insurance Billing in Partner, Insurance Accounts Receivable Detail ([prog]inscoar[/prog]), Partner Reporting

inscoar
The Insurance Accounts Receivable Detail (inscoar) report provides a detailed, charge-by-charge accounts receivable report for your insurance companies. Use inscoar to find unpaid insurance charges and to work on old, overdue charges. You can also run inscoar interactively, allowing you to jump into different programs and research or modify charge information while viewing the report.

Related Documentation: Insurance Accounts Receivable Detail ([prog]inscoar[/prog]), Insurance Accounts Receivable Summary ([prog]insaging[/prog]),Insurance Billing in Partner

ira
The Insurance Company Reimbursement Analysis (ira) produces a number of different reports with a wide range of customizable options. You can use ira to show procedure and charge activity for an entire year, compare the work done by different providers, evaluate the reimbursement levels of different insurance companies, and track payment of individual charges. With powerful subtotal and criteria options, ira is a catch-all report that can answer many important questions when you are making financial decisions for your practice.

Related Documentation: Insurance Billing in Partner, Partner Reporting

lab
The Lab Work Database (lab) stores lab orders, prints lab order forms, and records lab results.

listins
The List Account/Patients By Insurance (listins) report produces lists based on insurance plan effective dates for any plan or group of plans. Use listins to find all patients who have a particular insurance plan during a specified date range.

Related Documentation: Insurance Billing in Partner, Partner Reporting

maketags
Resubmit HCFA Forms (maketags) is an insurance billing program that finds and rebatches large groups of unpaid or paid claims. After running maketags, you can send the batched claims using ECS or hcfa.

Related Documentation: Resubmit Multiple Claims ([prog]maketags[/prog]), Insurance Billing in Partner, Generate Claims ([prog]preptags[/prog], [prog]ecs[/prog], [prog]hcfa[/prog])

ministats
The ministats report produces a break-down of your practice income for a given date range. How much money did you receive from credit card payments? How much did Aetna pay you last month? What was the total of all personal checks for 2005? ministats can answer those questions and more.

Related Documentation: Partner Reporting

nimms
The Nurses Immunization (nimms) program adds immunizations to a patient’s record. The advantage of nimms over imms is that you can add multiple immunizations quickly while adding provider and immunization lot information.

Related Documentation: Nurses Immunization Module, Edit Immunization Records ([prog]imms[/prog]), The Patient Editor

notify

The Patient Notification Center(notify) is a configuration tool for creating one-time or recurring notifications for appointment reminders, patient recall, and other purposes. After creating a notification, Partner automatically contacts patients by phone, text, or e-mail.

Related Documentation: Patient Notification Center ([prog]notify[/prog]), Contacting Patients

notjane
The Patient Editor (notjane) manages patient information. Run notjane to update patient information, view an immunization record, research visit history, or read about a patient’s major diagnoses and allergies.

Related Documentation: Working With Accounts and Patients ([prog]fame[/prog], [prog]notjane[/prog]), Patient Check-In ([prog]checkin[/prog]), Partner Training Manual for New Employees

oops
The Correct Mistakes program (oops) can make changes to posted procedures, including the insurance status and many visit details that appear on a claim. Use oops to change a procedure’s diagnoses or add a resubmission number.

Related Documentation: Correct Mistakes ([prog]oops[/prog]), Insurance Billing in Partner

oopslog
The Daily Corrections Log (oopslog) can help you research daily activity in the oops program. If you are having trouble understanding what happened with various charges or payments, the oopslog can show you a complete record of all activity in the oops program for any day.

Related Documentation: Correct Mistakes ([prog]oops[/prog])

openpmts
The Open/Unlinked Payments (openpmts) report lists credits and payments that are not linked to a specific charge. Partner automatically applies unlinked payments towards each account’s balance, but payments are difficult to locate or understand if they are not linked. openpmts can be subtotaled in various ways to help you clean up accounts with unlinked payments.

pam
The Post Regular Payments (pam) program, posts personal payments or adjustments to an account. pam can quickly post a stack of checks or a single co-pay.

Related Documentation: Post Regular Payments ([prog]pam[/prog]), Personal Billing in Partner, Post Insurance Payments ([prog]pip[/prog]

patinfo
Within the Patient History report (patinfo) are the Visit History report and the Diagnosis History report. The Visit History includes a section with major diagnoses and a section that lists each visit date along with the provider, diagnoses, and procedures for that date. The Diagnosis History shows each diagnosis that has been posted for the patient and lists each date that diagnosis was given.

Related Documentation: Partner Reporting

pen
Phone Encounter Notes (pen) records and reports on phone calls. Nurses can use pen to record details of a phone call and jump into scheduling or a patient’s record. Providers can later review and process flagged phone calls using pen‘s interactive reporting features.

Related Documentation: Phone Encounter Notes ([prog]pen[/prog])

persview
The Personal Money Tracking Assistant (persview) is an interactive report for managing accounts with outstanding personal balances. Use persview to manage personal billing. You can limit persview to show families that are extremely overdue or who owe more than a specific amount. From persview‘s output, you can mail bills or form letters for one or many accounts. You can also jump directly into other programs for more information about an account on the report.

Related Documentation: Personal Money Tracking Assistant ([prog]persview[/prog]), Personal Billing

pine
The pine e-mail program reads your Partner e-mail. pine was not written by PCC and is not part of Partner.

Related Documentation: Pine Internet and Network E-mail ([prog]pine[/prog]), Thunderbird Installation, Configuration, and Basic Use

pip
The Post Insurance Payments program (pip) posts insurance payments and adjustments.

Related Documentation: Post Insurance Payments ([prog]pip[/prog]), Insurance Billing in Partner

pnpscan
The Appointment Book Displayer by Location (pnpscan) shows scheduled appointments for one or more providers and can be limited to a specific location.

Related Documentation: Partner Scheduling, Partner Reporting

policy
The policy program manages an account’s insurance information. You can view policy‘s main screen in checkin, fame, or checkout. You can also run it as a stand-alone program.

Related Documentation: Insurance Policy Page ([prog]policy[/prog]), Working With Accounts and Patients ([prog]fame[/prog], [prog]notjane[/prog]), Patient Check-In ([prog]checkin[/prog]), Partner Training Manual for New Employees

policylog
The policylog program displays a log of all changes made to a patient’s insurance policy records. If an insurance policy was accidentally deleted or edited, you can use policylog to review what changes were made. You can run policylog from within the policy program or from a command prompt.

Related Documentation: Insurance Policy Page ([prog]policy[/prog]), Policy Log ([prog]policylog[/prog])

prepare
The prepare program recompiles your schedule with new hours. Whenever you make changes to a provider’s hours in profile, you must run prepare for them to take effect.

Related Documentation: Provider Profile Machine ([prog]profile[/prog]), Scheduling Configuration

preptags
The preptags program prepares insurance claims that are waiting to be submitted and runs the ECS program.

Related Documentation: Generate Claims ([prog]preptags[/prog], [prog]ecs[/prog], [prog]hcfa[/prog]), Review Electronic Claim Submission Reports ([prog]ecsreports[/prog]), Insurance Billing and Collections in Partner

printpatstats and specstats
The Print Patient Statistics (printpatstats) program generates a series of printed charts on demographic data such as sex and age distribution. While this information is available in other reports, some prefer the visual representation of printpatstats. Run specstats to use the recaller screens to limit the patients included in the report.

If you would like to see a comparison chart of patient age but want to exclude patients who have left your practice, run specstats and use the recaller screens to exclude various patients. After you are finished making criteria selections, printpatstats will run automatically.

Related Documentation: Partner Reporting

profile
The Provider Profile Machine (profile) sets the work hours for each provider. Run profile when you need to edit providers’ IN and OUT times. You can have more than one “profile” or set of work hours.

Related Documentation: Provider Profile Machine ([prog]profile[/prog]), Scheduling Configuration

provids
The Provider ID Editor (provids) allows you to override providers’ standard ID numbers submitted with insurance claims.

Related Documentation: Provider Identifiers and Alternate Providers, Adding and Configuring Insurance Plans in Partner, Provider ID Editor ([prog]provids[/prog])

prscprint
The prscprint report will show every provider’s in and out times for a given date or date range. When you are configuring multiple providers’ schedules and need a quick view of who is in and out of the office, prscprint is a quick and easy reference.

Related Documentation: Partner Scheduling, Partner Reporting

ra
The Partner Windows (ra) is a collection of pick-lists for running different Partner Programs. New Partner users use the ra windows to find and run Partner Programs. Most Partner users see the ra program automatically when they log in. The alternative to using ra is to run programs from a command prompt.

Related Documentation: Partner Training Manual for New Employees

recaller
The Patient Recaller (recaller) builds patient or account lists based on a wide range of criteria. In addition to producing customizable lists, the recaller can generate form letters and address labels.

Use recaller to recall patients for physicals, find patients who received a certain procedure, list patients based on a status flag, generate appointment reminder postcards, review a list of patients with asthma diagnoses, or view patients who have a particular insurance plan. You can mix and match these and other options and modify the report output to include information about the patient or their account(s).

Related Documentation: The Patient Recaller, Partner Reporting

referral
Referral (referral) records referral information, tracks referrals for each patient, and generates referral forms and referral reports.

refund
Post Refunds (refund) posts refunds, account adjustments, and penalty fees. Items posted in refund behave similarly to charges posted in checkout. For example, you can link a payment or a credit to a refund, and each refund type can be found in the procedure table in ted.

Related Documentation: Accounting Challenges

rmscb
The Remove Sick Call Blocks (rmscb) program removes blocks of any type based on a date range and provider list. Run rmscb to remove lots of blocks from your schedule at once.

Related Documentation: Sick Call Blocking ([prog]cscb[/prog], [prog]rmscb[/prog], [prog]escb[/prog]), Adding Single Blocks

rolo
The Rolodex (rolo) is a basic address list storage program. It can manage many different rolodex lists for different purposes and includes a basic search function.

sam
The Scheduling Appointment Minder (sam) schedules appointments for patients.

Related Documentation: Scheduling in Partner

scan
The Appointment Book Displayer (scan) displays the day’s schedule for one or more providers. In scan, you can flip through the days of your schedule using the right and left arrow keys.

PCC can customize the information shown in the scan report. Along with normal schedule information, it could show you who scheduled each appointment and the date the appointment was made.

Related Documentation: Partner Scheduling, Partner Reporting

scrod
The Provider Schedule (scrod) program tells Partner which days providers work and which days they are off. scrod is a calendar on which you configure a provider to work their regular hours, work a special profile, work other “strange” hours, or go on vacation.

Related Documentation: Provider Schedule ([prog]scrod[/prog]), Scheduling Configuration

spectstats
See printpatstats.

squish
The squish report displays an abbreviated schedule for any provider for an entire week. The report lists each visit reason, the length of the appointment, and the patient’s name.

Related Documentation: Partner Scheduling, Partner Reporting

srs
The Smart Report Suite (srs) is a report library in Partner. srs contains dozens of powerful, customizable reports, all run with a consistent interface.

Related Documentation: Smart Report Suite ([prog]srs[/prog]), Partner Reporting

tater
The Account History Report (tater) provides a complete history of all transactions on an account. tater reports on all charges, payments, refunds, and other transactions. Use tater to track a running balance or produce a detailed financial report on a family.

Related Documentation: Partner Reporting

TeraTerm
TeraTerm is a Windows program that connects a PC computer to Partner. You run all Partner programs by first running TeraTerm and logging into Partner. AniTa is a newer program used for the same purpose. PCC did not write AniTa or TeraTerm.

Related Documentation: Using AniTa With Partner

ted
The Table Editor (ted) contains a list of lists used by Partner. Use ted to add insurance companies, providers, and other items to your Partner system.

Related Documentation: Top Configuration Tools and Tricks in Partner, Adding and Configuring Insurance Plans in Partner

tickle
The Tickler Module (tickle) is an automatic e-mail reminder program. Use tickle to create reminders or messages about patients and accounts that will be delivered at a later date to a specified e-mail account. Some offices use a list of tickle messages as a cancellation list for appointments.

twomonths
The twomonths report sends a calendar-style schedule directly to your default Partner printer. You can run the twomonths report from a command prompt.

Related Documentation: Partner Scheduling, Partner Reporting

useradmin
The User Administration (useradmin) program adds or locks-out Partner users, changes passwords, and modifies permission lists for some Partner functions.

Related Documentation: User Administration ([prog]useradmin[/prog]), Partner System Administration

utilize
The Insurance Utilization (utilize) report shows you all of the patients who visited during a given date range and had a certain insurance carrier as their primary payor. For example, utilize shows you who your Aetna patients were last year, how many times they visited, and how much was charged to them.

Related Documentation: Partner Reporting

waffle
The Friendly Form Letter Editor, waffle, makes changes to Partner’s form letters. Use waffle to modify existing form letters or create new ones.

Related Documentation: Customizing Form Letters ([prog]waffle[/prog])

  • Last modified: April 8, 2016