3. Find Patients and Post Payments by Claim ID#, PCC#, or Other Method

As described above, the first step to posting a payment is finding the patient or claim for which you have received an EOB. Since names can change and carriers sometimes return payment with a parent's name, Partner has lots of different ways to find the correct patient and charge entries.

• Search by Patient Name: By default, pip asks for a patient name. You can search for a partial name and pick from a list of results.

  

• Search by Claim ID#: Every time Partner generates a claim, it creates a unique claim identifier number. This number may appear in oops and on various billing reports. PCC can help you configure outgoing claims so that the unique claim identifier is on every claim. Many insurance carriers will then return that number on the EOB.

  To launch pip for a specific claim ID#, run pip -c. PCC Software Support can add "Post Payments By Claim ID" to your Partner Windows.

  

• Search By Patient ID#: Every patient and account in Partner has a unique account number. You can find this number in the upper right hand corner of the Family and Patient Editors (fame and notjane). PCC can help you configure your outgoing claims so this number is included with the claim. Many insurance carriers will then list that unique number on the EOB.

  When you receive an EOB with the patient ID#, enter the following on the pip patient search screen:

  

• Search by Account Name, Insurance ID#, Phone Number, Etc.: The advanced find routines in Partner can help you find a patient by a wide range of criteria. Instead of entering a patient name, press [F4 -- Advanced Search]. Then select a search criteria on the "Find'em" screen. You can enter an asterisk (*) to see a list of available search criteria:

  

  

  

  You can learn more about findem by reading Finding Patients and Accounts.