Partner Training Manual for New Employees

The Physician's Computer Company


1 Main Street, Suite 7
Winooski, VT 05404
(800) 722-7708 Admin
(800) 722-1082 Support

Copyright © 2005, 2006, 2007 The Physician's Computer Company

2008/03/24 17:56:56

PRINTING INSTRUCTIONS: To print out copies of this document, browse to Partner Training Manual for New Employees to download a PDF formatted version. Then select the "File" menu and choose the "Print" option. If you have trouble opening and printing the PDF, please contact PCC support at or (800) 722-1082.

Table of Contents
1. Introduction: Getting to Know Partner
2. Manual Overview
3. Logging In, Running Partner Programs
3.1. Passwords and Logging In
3.2. Partner Windows
3.3. Function Keys and Using the Mouse
3.4. Multiple Windows
3.5. Finding Patients or Accounts
4. Working with Families and Patients
4.1. Introduction: Partner, a Family Billing System
4.2. The Family Editor (fame)
4.2.1. Introduction
4.2.2. Quickstart: Run fame, Change Demographic Information
4.2.3. Page 1: Demographics
4.2.4. Page 2: Account Dependents Screen
4.2.5. Pages 3-5: Family Notes Screens
4.2.5.1. Account Notes
4.2.5.2. Account Billing Note
4.2.5.3. Account Copay Note
4.3. The Patient Editor (notjane)
4.3.1. Introduction
4.3.2. Quickstart: Run notjane, Change Patient Information
4.3.3. Page 1: Demographics
4.3.4. Page 2: Major Diagnoses and Allergies
4.3.5. Page 3: Patient Notes
4.4. Adding New Patients and Accounts
4.4.1. Introduction
4.4.2. Add a Patient, then Add the Account
4.5. Managing Insurance Policies
4.5.1. Introduction
4.5.2. Review Insurance Policies
4.5.3. Make Changes
4.5.3.1. Add a Policy
4.5.3.2. Copy a Policy
4.5.3.3. Expire a Policy
4.5.3.4. Edit an Existing Policy
4.5.3.5. Make a Policy Primary or Secondary
4.5.3.6. Delete a Policy
4.5.4. Policy Logs (policylog)
4.5.4.1. Running Policy Log
4.5.4.2. Reading Policy Log
4.5.4.3. Searching for Policy Information
4.5.4.4. Conclusion
4.5.5. Conclusion
5. Scheduling in Partner
5.1. Introduction: What is sam?
5.2. Quickstart: Learn the Scheduler in 5 Minutes
5.3. Scheduling with sam
5.3.1. Starting sam and Finding Patients
5.3.2. SAM Search Criteria Screen
5.3.2.1. Working With Patients
5.3.2.2. Enter Visit Criteria
5.3.2.3. Time Frames
5.3.2.4. Jump Back to the Search Criteria Screen
5.3.3. Normal View: Choose From Available Appointment Times
5.3.3.1. Reading the Normal View
5.3.3.2. Actions On the Normal View
5.3.3.3. Function Keys on the Normal View
5.3.4. Detailed View: Review Details of Existing Appointments, Remove Blocks
5.3.4.1. Reading the Detailed View
5.3.4.2. Actions On the Detailed View
5.3.5. Day View: Force in Appointments, Review All Providers
5.3.5.1. Reading the Day View
5.3.5.2. Actions On the Day View
5.3.6. Schedule Multiple Patients
5.3.7. Confirming Appointments
5.4. Reviewing a Patient's Appointments (inquire)
5.4.1. Introduction
5.4.2. Run inquire and View a Patient's Appointments
5.4.3. Cancel, Delete, or Mark an Appointment as Missed
5.4.4. Reschedule an Existing Appointment
5.4.5. View a Family's Appointments, Reprint Encounters, or Change Appointment Notes
6. Patient Check-In
6.1. Introduction: Front Desk Workflow
6.2. Quickstart: Easy Steps to Check In a Patient
6.3. Step 1: Demographics
6.3.1. Reading the Demographics Screen
6.3.2. Function Keys on the Demographics Screen
6.4. Step 2: Insurance
6.4.1. Reading the Insurance Screen
6.4.2. Function Keys on the Insurance Screen
6.5. Step 3: Balance and Copay
6.5.1. Reading the Balance and Copay Screen
6.5.2. Function Keys on the Balance and Copay Screen
6.5.3. The Personal Payment Screen
6.6. Conclusion
7. Patient Check-Out
7.1. Introduction: The Checkout Process
7.2. Quickstart: Post Charges
7.3. The Four Steps of Charge Posting
7.3.1. Demographics
7.3.2. Policies
7.3.3. Post Charges
7.3.3.1. Post Charges Screen Basics
7.3.3.2. Finding Diagnoses and Procedures
7.3.3.3. Linking Procedures to Specific Diagnoses
7.3.3.4. Number of Procedure Units
7.3.3.5. F2 - Copay & Discount
7.3.3.6. F4 - Hospital Details
7.3.3.7. F5 - Claim Info
7.3.4. Payments
7.3.4.1. Today's Visit and Previous Balance
7.3.4.2. Today's Payments
7.3.4.3. Applying Old Credits to Today's Charges
7.4. Custom Charge Screens
7.5. The Wrap-Up Screen
8. Posting Personal Payments and Adjustments
8.1. Introduction: Personal Payments
8.2. Quickstart: Post a Payment
8.3. The Posting Payment Screen
9. Phone Encounter Notes
9.1. Introduction: Triage Phone Calls
9.2. Starting the Phone Encounter Notes Program
9.3. Adding a Phone Encounter
9.4. Updating a Phone Encounter
9.5. Review Multiple Encounters
9.6. Printing Lists of Encounters
9.7. Conclusion
10. Immunizations
10.1. Immunizations in Partner
10.2. imms: Review and Print a Patient's Immunization Record
10.3. Add an Immunization to a Patient's Record
10.3.1. Automatic Immunization Records
10.3.2. Add a Date in imms
10.3.3. Add Immunization With Details in imms
10.3.4. Add Multiple Immunizations With Details in nimms
10.4. Special Tracking Features
10.4.1. Find Patients By Lot Number
10.4.2. Display What Immunizations a Patient is Missing
  Next
  Introduction: Getting to Know Partner