Edit Patient and Family Information

Partner's Family Editor (fame) and Patient Editor (notjane) programs can handle the many different kinds of families and billing situations your office encounters. The policy screen, visible in the Patient Editor and other programs, stores the insurance policy record for each patient.

The topics below will explain how patient and families work in Partner and describe the many tasks you can complete in the fame, notjane, and policy programs.

Training Videos

Get Started

  • Quickstart: Edit a Patient

    Follow the procedure below to learn the basics of the Patient Editor, notjane.
  • Patients and Accounts Explained

    Partner is a family billing system. It stores information about every patient, but it also stores a database of accounts, or "families." A family account may be the custodian of the patient, the bill-payer for the patient (the "guarantor"), or both. Three siblings may all have one family account serving as both guarantor and custodian. That family account will be listed in Partner under a parent's name. Alternatively, children from a divorced family may have one family account assigned as the guarantor and a different account assigned as the custodian.
  • Quickstart: Edit an Account

    Follow the procedure below to learn the basics of the Family Editor,fame.

Learn More

  • Merge Duplicate Patients and Accounts

    If your office has created duplicate patients or family accounts, you may need to merge them. Merging two patients combines data and saves a single set of basic demographic information. Merging two accounts combines the account billing and charge data so that it appears all of it occurred under one account.
  • Structured Notes Screens in fame, notjane, and oops

    The notes screens in the Family Editor (fame) and Patient Editor (notjane) are useful places to store information about interactions with patients or families. If you have an unusual billing situation with a family, you might use the notes screen in fame to store details.
  • Find Patients and Accounts

    Finding a patient or an account is the first step to many actions in Partner. Whenever you wish to post a payment, check an immunization record, or update demographic information, you must first find the relevant patient or account.
  • Add New Patients and Accounts

    Before patients can be scheduled or procedures can be posted, you need to add the patients and their family account(s) to Partner. This section will guide you through a basic procedure for adding a new patient and a family account: try to find the patient, add the patient, and then add the family (if they are new to your practice).
  • Work with Patient and Family Information

    Partner's Family Editor (fame) and Patient Editor (notjane) programs can handle the many different kinds of families and billing situations your office encounters. The policy screen, visible in the Patient Editor and other programs, stores the insurance policy record for each patient.
  • Edit Family Accounts
    • Edit Account Demographics in fame

      On the first page of fame, the main demographics screen, you can view and change demographic and other miscellaneous information about an account. You can also run two very useful account reports.
    • Edit Family Dependents

      The second page of fame is the dependents screen. It displays all patients related to the account, and contains tools for adding and editing patient information.
    • 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.
    • Edit Account Notes

      Pages three, four, and five of the Family Editor are notes screens. There are three different types of notes, and each has a screen to itself. They are: regular account notes, the account billing note, and the account copay note.
  • Edit Patients
    • Major Diagnoses and Allergies

      The third page of notjane contains major diagnoses and allergies for the patient and a summary of appointment information.
    • Edit Patient Information

      The Patient Editor (notjane) manages patient information. You can run notjane to add a new patient to Partner, view an immunization record, research visit history, or read about a patient's major diagnoses and allergies.
    • Edit Patient Notes

      The third page of notjane is the Patient Notes screen. You can store important information and records of interactions with the patient.
    • Additional Demographics, Page 2

      The second page of notjane contains ethnicity and race, language, and confidential communication preferences.
    • Patient Demographics, Screen 1

      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 (imms and patinfo).
  • Edit Immunizations in Partner
    • Nurse Immunization Module

      The Nurse Immunization Module (nimms) is a Partner program for rapidly entering immunizations after (or before) administering them. The nimms program makes it easy to enter multiple shot information and record provider, date administered, shot site, lot number, and manufacturer.
    • Epidemic: Find Patients Who Are Missing Imms

      The Epidemic Prevention program creates a list of patients who are not up-to-date with their immunizations. While creating this list, you can specify the immunization and age group you wish to search. You can also filter the output by patient status flag (to remove inactive patients from your search) and limit by gender. Optionally, you can limit your list further by using the Patient Recaller program as a filter.
    • Add Immunizations to a Patient’s Record

      There are four ways to add an immunization to a patient's immunization record.
    • Display Missing Immunizations on Forms

      Partner contains a customizable list of immunization rules that are based on the recommendations of the American Academy of Pediatrics. The curimms program can automatically compare a patient's immunizations against those rules and display what immunizations the patient may be missing.
    • Immunizations in Partner

      Partner keeps an immunization record for every patient. The record is based on charges posted during checkout or on manually entered data. If immunizations are tracked consistently, Partner can produce automatic school forms, warn a provider that a patient may be missing an immunization, and even help you find all patients who had an injection from a certain lot number and manufacturer.
    • Review (and Print) an Immunization Record

      Families often need immunization records for school or camp. You may also need to quickly check on what date a patient had a certain immunization. Follow the procedure below to run imms, review dates, and generate a school form.