On the first page of
notjane, the demographics screen, you can view and change basic information about the patient. You can also change the custodian and/or guarantor account for the patient and run two very useful patient reports (
Press Enter or Tab to move from field to field and fill out any of the basic information. Partner will automatically capitalize names for you and enter dashes (–) in the phone numbers if you do not. You can write the birth date in a condensed format, such as “082401” for August 24th, 2001, and Partner will expand the date for you and calculate the patient’s age automatically.
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 “Physician” field can only be filled with a provider from your practice. To see a list of possible answers in a “Look-Up” field, type an asterisk (*) and press Enter.
The primary care “Physician” field and the “Status” field are both look-up fields:
Status Flags: The “Status” field is not like other fields. Statuses are used to “flag” or classify patients. You can put several different status flags on a patient, separated by commas. A patient might have “Needs Extra Time” and “Diabetic” status flags. You can use an “Inactive” flag to indicate that a patient no longer visits your office. Your office can run reports to see all the patients that have a particular 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 a patient.
Four "Extra Information" Fields: There are four fields in the middle of the screen which are customizable. Your practice might use these fields to store additional contact information, nicknames, or important dates.
Guarantor and Custodian: In the middle of the screen, you will see either one or two account. If the same account is both the guarantor and custodian for this patient, one account will appear in the center of the screen:
If one account is the guarantor and a different account is the custodian, two accounts will appear:
When two accounts are shown, the account on the left is the custodian account and the account on the right is the guarantor account.
What is a guarantor, what is a custodian?: The custodian is the patient’s care-giver and physical address. The guarantor is the bill payer. During the time an individual is a patient at your practice, the guarantor and custodian may change or even switch places! Press F4 – Reassign Account to make changes.
Deceased Patients in the Patient Account
You can review and set a patient’s deceased status in the Patient Editor (
Wherever the patient’s age appears in Partner, it will be replaced with the Deceased indicator.
Deceased Flag: As shown above, the Deceased status automatically adds a Deceased status flag to the patient’s record in Partner. You can use that status flag to include or exclude the patient from reports or the Patient Recaller. If you add or remove the status flag, it will also change the patient’s deceased status.
As with queues in PCC EHR, Partner’s patient lists will display the deceased status in place of the patient’s calculated age.
Function Keys on the Demographics Page
F1 – Save
Press F1 to save all changes and quit
F2 – Edit Policies
Press F2 to view the patient’s Insurance Policies screen.
F3 – Imms Record
Press F3 to run the [prog]imms[/prog] program. In
imms, you can view the patient’s immunization record. Press F2 – School Form to print a nicely formatted immunization record, press F12 to return to
You can enter injection dates manually, by using the F8 key, or by posting immunization charges during checkout.
F4 – Reassign Account
Press F4 to change the guarantor or custodian accounts for this patient. You will first be asked which account to reassign:
Next, find the family account:
F5 – Patient History
Press F5 to run the Patient History (
patinfo) program. This program produces two different reports which summarize a patient’s visits by date or by diagnosis. For example, a Patient History report could show you every date upon which asthma was used as a diagnosis for the patient.
F6 – Patient Forms
Press F6 to generate a form letter for this patient. 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 they print. Do you want to learn how to create your own form letters or edit the existing ones? Read Customizing Form Letters for more information.
F7 – Edit Account
Press F7 to run the Family Editor (
fame) for the account(s) connected to this patient. If there are two different accounts related to the patient, you will be prompted to choose whether to edit the Custodian or the Guarantor: