Edit Patient and Family Information

When you work with patients and families, you need to update their demographics, adjust their billing account, flag accounts for various needs, and more. How do you set a patient's confidential communication preference? How do you handle a family with two households?

PCC EHR's demographics components appear in the Demographics section of the patient chart, and they can also appear during Patient Check-In, on the chart note, or anywhere your practice needs them. By mastering these components, you'll be able to help your families quickly and easily.

Read and watch the topics below to learn how to update patient and family records.

Get Started

  • 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).
  • Review and Update Patient and Family Demographics

    Use the Demographics section of a patient's chart to review and edit patient and family demographics, such as patient information, contact information, insurance policies, and siblings.

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

    PCC EHR has a number of search tools for patients and accounts. A patient finder is always available to you as you view the schedule, other queues, or review a chart. A Find Patient tool is available when you import or work with documents and in the Appointment Book. An Account Finder appears when you […]
  • Edit Patients and Families in Partner
    • Video Overview: Edit Accounts and Patients in Partner

      Watch this video to learn how to edit accounts and patients in Partner.
    • Partner Family Editor Video

      In this video, PCC's Lynne Gratton teaches Partner's account editor, the Family Editor (fame).
    • Partner Patient Editor Video

      In this video, PCC's Lynne Gratton teaches you how to use Partner's Patient Editor (notjane).
    • Partner Structured Notes Video

    • 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.
    • 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.
    • Patient and Family Accounts in Partner 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.
  • 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.