Configure Partner and Billing Functions

Read the help articles in this section to learn about configuring your Partner practice management and billing services.

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  • Edit Partner Tables

    Tables are lists of items your system reuses between Partner programs as well as PCC EHR. Partner's tables include your practice's list of insurance policies, your practice's physicians, visit reasons, abbreviations, procedures, diagnoses and others.

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  • Appointment Lists in Checkin, Checkout and Nimms

    Partner's checkin, checkout, and nimms programs have appointment lists that make selecting a patient fast and easy. Instead of typing in a patient's name, you can pick from a list of patient appointments. When you need to, you can skip the list and enter a name, but the appointment lists save time and reduce mistakes.
  • Snap Code Configuration

    Snap Codes are groups of procedures and diagnoses that you can post all at once, by entering a single word or phrase.
  • Use Snap Codes for Immunization Administration

    When you post charges for immunizations, there are also a series of codes with multiple units that need to appear for the immunization administration. Partner's Snap Codes feature can help your practice post those procedures and diagnoses.
  • Add and Configure Immunization and Medication Procedures in Partner

    Partner and PCC EHR record and display immunization information in a number of ways, providing you with quick and easy school forms and complex reporting. When your practice begins using a new type of shot or combination immunization, you must add it to your software configuration. Read below to review the different configuration steps.
  • Configure Contract Fee Schedules (allowables)

    Partner can track contract fee schedules, also known as allowables, in the Contract Fee Schedule Editor (allowedit). You can create and manage multiple contract rates, make changes to expected fees that will occur after a specific date, and assign the completed contract fee schedules to selected insurance plans. The Post Insurance Payments (pip) program will then display the contracted fee or "Allowed" amount when posting payments for charges pending those insurance plans.
  • Configure Procedure Billing Behaviors with iBar Files

    A Special Information File, sometimes called an I-bar file, controls how each procedure will be treated for an insurance company. Some insurance companies require different copay amounts for different types of visits. You may have special procedures that should only pend to certain insurance companies. Maybe you use different fee schedules for a medicaid insurance plan. All of these needs and more can be met with a custom I-bar file.
  • Configure Providers
  • Add and Configure Insurance Companies
    • Quickstart: Add an Insurance Company to Partner

      Families bring in new insurance cards all the time, particularly if you are a new client or if it is January. While taking time to add and configure a new plan in Partner is important, many new insurances can be added quickly and easily.
    • The Insurance Plan Tables

      This article is a reference to the Insurance Companies table and the Insurance Groups table, both of which are in the Table Editor (ted). They contain information about the insurance policies in your system, and they effect billing and reporting.
    • Edit HCFA Form Output (hedfe)

      The hedfe program is a HCFA/CMS 1500 form editor. It can configure both the layout and the content of claim forms. You can use the program to move form data around or change how it is filled out. Simple errors on claim forms can delay payment and cost your practice both time and money. Therefore it is important to understand how Partner fills out HCFA forms and how to make changes to your forms when necessary.
    • Override Provider Identifiers for an Entire Insurance Batch

      Do you need to replace all of a provider's identifiers with a different provider's values? Can Partner change a provider's name or Taxonomy code on some claims, or include a custom insurance eligibility ID#? How do you configure the legacy PIN and Group numbers required by some carriers? Partner's Provider IDs (provids) program allows you to override any claim identifier information. Use provids to set an alternate provider, or to enter custom values for the name, Taxonomy code, NPI, Tax ID, eligibility, or legacy ID numbers.
  • Edit Form Letters
    • Add a New Form Letter

      Follow the procedure below to create a new form letter from scratch.
    • Clone an Existing Form Letter

      What if you want to make a lot of changes to an existing letter and still keep the original as a back-up?
    • Delete a Form Letter

      When a form letter becomes obsolete, you may wish to remove it. The Delete option on the Advanced Commands screen will mark the selected letter for deletion.
    • Form Letters in Partner

      Partner can generate form letters, drawing information from a patient or account record. Partner includes a series of "fill in the blank" letters, and when you generate a letter, Partner automatically enters the correct information.
    • The Letter Selection Screen

      The screen above shows a typical list of patient form letters in waffle. For each letter, waffle displays two important pieces of information:
    • Quickstart: Run Waffle and Edit a Form Letter

      Follow the procedure below to start waffle and make a basic change to an existing form letter. Then read the sections below to learn about all of waffle's advanced features.
    • Receive and Install a Shared Form Letter

      When someone shares a form letter with you, it will arrive as an attachment to an e-mail message. You will be able to read the e-mail message the sender used and see the form letter attachment. You can preview the form letter and then add it your own set of waffle letters.
    • Share a Form Letter

      After putting a lot of thought, time, and effort into designing a particular form letter, you may wish to share your form letter with other Partner users around the country. You could print a sample letter and fax it to your friend, but then they would have to retype the letter in waffle on their system, and any special questions or other associated files would not be transferred.