Partner to PCC EHR: Where do I do that?
PCC’s Partner Practice Management suite is retiring! If you are a longtime Partner user, you may wonder where the new tools are located in PCC EHR.
Use the tables below to quickly find what you need, and click to learn more or watch an informational video on each task.
Contents
Retiring in February 2026
coming soon
Retiring in March 2026
coming soon
Retiring in April 2026
coming soon
All Tasks and Functions
| Task | Partner PM | PCC EHR | Location | Learn More |
|---|---|---|---|---|
| Schedule a patient | Scheduling Appointment Minder (sam) |
Appointment Book |  |
read manual watch video |
| Update a patient’s insurance policies | Policy (policy), found in the Patient Editor (notjane) and other tools |
Policies component |  |
read manual watch video |
| Check insurance eligibility for tomorrow’s patients | Patient Eligibility (elig) |
Insurance Eligibility tool |  |
read manual |
| Check insurance eligibility for any patient | Insurance Eligibility component |  |
read manual | |
| Check in a patient | Patient Checkin (checkin) |
Check In a Patient |  |
read manual watch video |
| Explain to a family why they have a balance due | Collection report (coll) |
Account Balances component |  |
read manual |
| Review or print a full history of all transactions for a family | Account History (tater), F3 in fame |
Account History |  |
read manual watch video |
| Post a personal payment | Post Payments (pam) |
Payments tool | read manual watch video |
|
| Print a reciept for a single encounter or all payments for a year | The Collection Report (coll) |
Payments tool | read manual watch video |
|
| Merge duplicate patient records | Combine Two Patients (movekid) |
Combine Patients | read manual watch video |
|
| Merge duplicate account records | Combine Two Accounts (moveacct) |
Combine Accounts | read manual watch video |
|
| Post charges for an encounter | Post Charges (chuck, checkout) |
Post Charges | read manual watch video |
|
| Review an encounter’s charges, specific billing details, and history of all claims | Correct Mistakes (oops) |
Billing History | read manual watch video |
|
| Edit an encounter’s charges, claim information, and fix mistakes | Correct Mistakes (oops) |
Edit Charges | read manual watch video |
|
| Queue up a resubmission, corrected claim, or an appeal | Correct Mistakes (oops) |
Edit Charges | read manual watch video |
|
| Change the responsible party for posted charges | Correct Mistakes (oops) |
Edit Charges | read manual watch video |
|
| Change the copay amount due for posted charges | Correct Mistakes (oops) |
Edit Charges | read manual watch video |
|
| Add claim information, such as the Payor Claim Control # or an attachment ID, to an encounter | Post Charges (chuck, checkout), Correct Mistakes (oops) |
Post Charges or Edit Charges | read manual watch video |
|
| Print a paper HCFA claim form for an encounter | Correct Mistakes (oops) |
Edit Charges | read manual watch video |
|
| Enter or review encounter billing notes | Correct Mistakes (oops) |
Encounter Billing Notes component | read manual watch video |
|
| Enter or review account notes | The Family Editor (fame) |
Account Notes component | read manual watch video |
|
| Post a fee or another type of administrative encounter | Post Charges (chuck, checkout), Refund (refund) |
Billing History | read manual watch video |
|
| Post charges for a hospital encounter | Post Charges (chuck, checkout) |
Billing History | read manual watch video |
|
| Process and submit claims | ECS (preptags, ecs) |
Claims tool | read manual watch video |
|
| Review claims that couldn’t be submitted | ECS (preptags), the “Bad Claims” report (ecsreports) |
The Needs Correction tab in the Claims tool | read manual watch video |
|
| Set up a claim hold for a clinician’s claims | Contact PCC Support | Claims tool | read manual watch video |
|
| Set your practice’s standard claim delay | Contact PCC Support | Claims tool | read manual watch video |
|
| Review and resolve claim rejections | Claim Error Report (srs) |
Claim Rejections worklist in the Insurance Balances tool | read manual watch video |
|
| Review claim acknowledgements and other payor and clearinghouse responses | ECS Reports (ecsrports) |
Billing History | read manual watch video |
|
| Automatically Post ERAs | Autopost (autopip) |
Electronic Remittance Advice Tool | read manual watch video |
|
| Review ERA responses that couldn’t be autoposted | The “manual” report in EDI Reports (edireports, ecsrports) |
Posting Exceptions worklist in the Electronic Remittance Advice tool | read manual watch video |
|
| Review the full ERA for unusual responses or special situations | EDI Reports (edireports, ecsreports) |
Electronic Remittance Advice tool | read manual watch video |
|
| Manually Post Insurance Payments | Post Insurance Payments (pip) |
Insurance Payments tool | read manual watch video |
|
| Post less common payments, like capitation checks, incentive payments, interest payments, overpayments, and withhold payments | Refund (refund), Post Payments (pam) and Correct Mistakes (oops) |
Creating an administrative encounter for a holding account in the Billing History | read manual watch video |
|
| Reconcile payment amounts, “prove out” | Deposit (deposit) |
Payment Totals by Check Number and Payment Reconcilliation reports in the Report Library | read manual read manual |
|
| Edit posted payment amounts | n/a | The Payments and Insurance Payments tools | read manual watch video |
|
| Unlink a payment from one charge and link it to another | Correct Mistakes (oops) |
The Payments tool | read manual watch video |
|
| Write-off Credits | Refund (refund) and Correct Mistakes (oops) |
The Payments tool | read manual watch video |
|
Post an Insurance Reversal (“takeback”) |
Refund (refund) and Correct Mistakes (oops) |
The Payments tool | read manual watch video |
|
| Write-off Unpaid Charges and Bad Debt | Post Payments (pam) and Corect Mistakes (oops) |
The Payments tool | read manual watch video |
|
| Delete a Payment, Refund, Write-off, or Reversal Posted in Errors | Correct Mistakes (oops) |
The Payments tool | read manual watch video |
|
| Generate personal account bills | Print Bills (bills and ebs) |
The Bills tool | read manual watch video |
|
| Work on personal A/R | Personal Money Tracking Assistant (persview) |
The Personal Balances tool | read manual watch video |
|
| Work on insurance A/R | Insurance Aging (insaging) and Insurance Accounts Recievable Details (inscoar) |
The Unpaid Encounters tab of the Insurance Balances tool | read manual watch video |
|
| Edit procedures and prices | The Procedures table in the Table Editor (ted) |
The Procedures table in the Tables tool | read manual watch video |
|
| Edit procedure reporting groups | The Procedures Groups table in the Table Editor (ted) |
The Procedure Groups table in the Tables tool | read manual watch video |
|
| Edit clinician billing information | The Providers table in the Table Editor (ted) |
The Providers table in the Tables tool | read manual watch video |
|
| Edit clinician reporting groups | The Provider Groups table in the Table Editor (ted) |
The Providers Groups table in the Tables tool | read manual watch video |
|
| Edit the insurance plans and reporting groups on your PCC system | The Insurance Plans table in the Table Editor (ted) |
The Insurance Plans table in the Tables tool | read manual watch video |
|
| Edit your payor reporting groups | The Insurance Plans and Insurance Groups tables in the Table Editor (ted) |
The Insurance Groups table in the Tables tool | read manual watch video |
|
| Configure your practice’s Patient and Account Status Flags | The Patient Flags and Account Flags tables in the Table Editor (ted) |
The Patient Flags and Account Flags tables in the Tables tool | read manual watch video |
|
| Report on when payors paid more or less than your contract fee schedule (allowable amounts) | read manual watch video |
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| Configure per-charge billing behaviors, such as which procedures pend, use special schedules, do not appear on all claims for a payor, and similar | Special Information File Editor (ibar) |
Contact PCC Support | read manual watch video |
|
| Requeue a large number of claims for a specific payor (perform a mass re-file) | Resubmit Claims (maketags) |
Contact PCC Support | read manual watch video |
|
| Load your contractual fee schedule (“allowables”) into your PCC system and assign that schedule to insurance plans | Contract Fee Schedule Editor (allowedit) |
Contact PCC Support | read manual watch video |
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