Edit Demographics in the Practice Management Window
If the video does not start automatically, view it here.
Edit Demographics in the Practice Management Window (6 minutes • 2014)
If the video does not start automatically, view it here.
Watch this video to learn how to edit accounts and patients in PCC's previous, under-the-hood Practice Management window.
Related Articles
- Here are some related articles in Front Desk > Edit Patient and Family Information > Edit Patients and Families in Partner:
Edit Demographics in the Practice Management Window
Watch this video to learn how to edit accounts and patients in PCC's previous, under-the-hood Practice Management window.- In this video, PCC's Lynne Gratton teaches Partner's account editor, the Family Editor (fame).
Edit Patient Information in Partner Notjane
The Patient Editor (notjane
) manages patient information. You can runnotjane
to add a new patient to Partner, view an immunization record, research visit history, or read about a patient's major diagnoses and allergies.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 infame
to store details.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.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 PCC 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.- Before patients can be scheduled or procedures can be posted, you need to add the patients and their family account(s) to PCC. This article 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 Immunizations in Partner
If your practice uses Partner and does not use PCC EHR, you can still track and review a patient's immunizations record. It will be based on charges posted or immunization records that your practice entered manually. Partner can produce automatic school forms and warn a provider that a patient may be missing an immunization.Display Missing Immunizations on Forms
Your practice can add a list of immunizations a patient may be missing to your paper encounter forms or other forms and handouts you generate from PCC's various features and tools.