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

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  • Patient and Family Accounts in PCC 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.
  • 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 PCC. This article 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).

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  • Edit Patient Information in Partner Notjane

    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.
  • 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 in Partner

    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.
  • Edit Account Information in Partner Fame

    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 Immunizations in Partner
    • 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.
    • Review and Update Immunizations in Partner

      If your practice uses Partner and does not use PCC EHR, you can still track and review a patient's immunizations record. It will be based on charges posted or immunization records that your practice entered manually. Partner can produce automatic school forms and warn a provider that a patient may be missing an immunization.