Edit Account Information in Partner Fame
When you need to edit a family’s account information, you can use the Demographics section of a patient’s chart, or the Patient Check-In tool.
You can also use PCC’s previous Partner Practice Management interface to edit accounts.
Read the sections below to learn about the Family Editor,
fame. You can run the Family Editor to add a new family, 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.
Quickstart: Update Account Information in the Family Editor
Follow the procedure below to learn the basics of the Family Editor,
You can run
fame from the Partner Windows or by typing
fame at a command prompt.
Note: You can also run
fame from within other programs, such as
checkin for the patient, then press F3 – Edit Account. You can then skip to step #3.
Find an Account
Enter the family’s name, or part of the family’s name, to search for the account.
You can also search by account number, phone number, or several other criteria. To learn more, read Finding Patients and Accounts.
Make Your Changes
On the first page in
fame, you can change the account’s basic demographics. Move around the screen by pressing Tab, Enter, or the arrow keys. You can also move back one field by pressing the Backspace key. If you wish, you can press Page Down to cycle through all the pages of
Once you have moved the cursor to a field you wish to change, press the End key to automatically erase the current contents.
F1 – Save
Press F1 to save your changes and quit. If you do not want to save your changes, press F12 instead.
In the procedure above, you ran
fame and made a small change to an account’s demographics. In the next sections, you will learn about each of the screens in the
fame program. Each of them serves an important purpose.
Edit Account Demographics in Partner (Page 1)
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.
The fields at the top of the screen are self-explanatory. Press Enter or Tab to move from field to field and fill in any of the basic information. Partner will automatically capitalize names for you and enter dashes (–) in the phone numbers if you do not.
Status Flags: The “Status” field is not like other fields. Statuses are used to “flag” or classify accounts. You can put several different status flags on an account, separated by commas. An account might have “Overdue,” “Bad Debt,” and “Collection” status flags. Your office can run reports to see all the families that have a status. The status flags show up in the scheduler and elsewhere in Partner so your office will always know if there are any special circumstances surrounding an account.
Look-Up Fields: In all Partner programs, some fields have a list of possible answers from which you can pick. You can type anything you want into a name field or address field, but the “Status” field can only be filled from a list of predefined values, just like medical procedures elsewhere in Partner. To see a list of possible answers in a “Look-Up” field, type an asterisk (*) and press Enter. You can learn more about using the asterisk key to search for options in the Charge Posting manual.
Zip Code City Look-Up: If you type a zip code into the “City” field, Partner will look up the city name for you. Press Enter until the cursor is in the “City” field, type in the five digit zip code, and press Enter or Tab to perform the look-up.
Customizable Fields: The six fields in the lower left quarter of the screen are customizable. Your office may have set these fields to record HIPAA information, social security numbers, or other data.
Billing and Budget Information: In the lower-right quarter of the page, you can view the account’s “Last Service” date, the last date on which charges were posted for a patient on the account. Payment and billing dates are also listed. Partner tracks and maintains these dates automatically. The last two fields on the screen, “Hold Bill Till” and “Budget Amt,” can be used to control when the family will receive a personal bill and what amount will be due. You can learn more about family billing options by reading Personal Billing and Collections.
Aged Balances: Does the account or their insurance company have any outstanding bills? You can review outstanding balances in an aged chart at the bottom of the screen. The Personal, Insurance, and Medicaid totals will give you a quick reference, but you can also see how old the balances are by number of days since the transaction date (the date of service). Since a charge may become personal only after the insurance company rejects it, a 120+ personal charge may not be as terrible as it looks. However, a large amount of money overdue in the “120+” column might be a red-flag that the account needs attention by a biller. If you want more information about an account’s outstanding charges, press F3 – Collectn Report.
Address Verification: Insurance carriers will reject claims that have a bad zip code or are missing street or city information. When you edit an account, Partner checks the address and warns you if there is a problem.
Make corrections to the fields that are highlighted in red and press F1 – Save and Continue. If you do not have correct address information, you can press F12 to continue.
E-Mail Addresses: The Email field in the Family Editor (
fame) is designed to hold one e-mail address with no additional characters. If additional characters are entered or multiple e-mail addresses are typed into the field, Partner will attempt to parse the first available e-mail address.
Function Keys on the Demographics Page
F1 – Save
F3 – Collectn Report
coll), read The Collection Report.
F5 – Notes
fame, the main notes page. You can accomplish the same thing by pressing Page Down twice.
F6 – Account Forms
Use the arrow keys to select the desired letter, mark the letter or letters you want with an X, and press F1 – Process Forms. Some forms will ask you questions on the screen before you print them. Do you want to learn how to create your own form letters or edit the existing ones? Read Customizing Form Letters.
F8 – Account History
tater. The Account History report provides you with a complete transaction history for the account, including all dependent patients who have the account as a guarantor and a complete billing history for all insurance companies on the account.
Edit Family Dependents in Partner (Page 2)
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.
The list of family members includes any patients who have this account as either a guarantor, a custodian, or both. The relationship to the patient is described on the left, and the patient’s name and birth date appear on the right. The initial next to the patient’s name indicates their primary care physician, if one is assigned.
F1 – Save
F5 – Move Patient
You will be prompted to find an account and then asked if that account should be the guarantor, custodian, or both for the selected patient.
F6 – Add Patient
If the patient is not already entered into your system, you can add them during the procedure. After finding or adding the new patient, you will be asked if the current account should be the guarantor, custodian, or both for the patient.
F7 – Edit Patient
notjane) for that patient.
F8 – Edit Policies
Edit Account Notes in Partner
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.
Account Notes: Read Enter and Review Account Notes to learn how to work with Account Notes.
Account Billing Note: Read Customize the Messages on Personal Bills to learn how to update the personal messages that appears on a family’s bill.
Account Copay Note: Read Post Encounter Charges in Partner to learn how to customize each family’s account copay note.