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
Watch this video to learn how to edit accounts and patients in Partner.
In this video, PCC's Lynne Gratton teaches Partner's account editor, the Family Editor (fame).
In this video, PCC's Lynne Gratton teaches you how to use Partner's Patient Editor (notjane).
- 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.
- 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).
- 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.
- 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
fameto store details.
- 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 Family Accounts
- 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 Patients
- The Patient Editor (
notjane) manages patient information. You can run
notjaneto add a new patient to Partner, view an immunization record, research visit history, or read about a patient's major diagnoses and allergies.
- Edit Immunizations in Partner
- The Nurse Immunization Module (
nimms) is a Partner program for rapidly entering immunizations after (or before) administering them. The
nimmsprogram makes it easy to enter multiple shot information and record provider, date administered, shot site, lot number, and manufacturer.
- 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.
- There are four ways to add an immunization to a patient's immunization record.
- Partner contains a customizable list of immunization rules that are based on the recommendations of the American Academy of Pediatrics. The
curimmsprogram can automatically compare a patient's immunizations against those rules and display what immunizations the patient may be missing.
- 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.