Review and Update Patient Policies
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Review and Update Patient Policies (7 minutes • 06-2018)
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Learn how to review, update, and edit policies in PCC EHR.
Related Articles
- Here are some related articles in Front Desk > Edit Patient Insurance Policies:
Update Patient Insurance Policies
Use the "Policies" component to add, update, and work with a patient's insurance policies and medicaid plans in PCC EHR.Insurance Policy Change Log Video
Use policylog to research past changes to a patient's insurance policies.Update Patient Insurance Policies in Partner
In addition to updating insurance polices in the patient's record in PCC EHR, you can also edit policy information for a patient in the Partner, Practice Management system.Review Log of Patient Insurance Policy Changes
The Policy Log (policylog
) program displays a log of all changes made to a patient's insurance policy record.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 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.Update Patient Insurance Policies: Billing Office
This is a placeholder for the article excerpt, a one or two sentence summary.Work With Patient and Family Accounts Video
Learn how to update patient and family information in PCC EHR.Video: Record Sexual Orientation and Gender Identity in a Patient’s Chart
Use PCC’s Sexual Orientation and Gender Identity components to securely record information in a patient’s chart. When a patient decides their gender identity is public, your practice can optionally display a patient’s pronoun and preferred name in the Appointment Book and elsewhere in PCC EHR.Record Sexual Orientation and Gender Identity in a Patient’s Chart
Use PCC’s Sexual Orientation and Gender Identity components to securely record information in a patient’s chart. When a patient decides their gender identity is public, your practice can optionally display a patient’s pronoun and preferred name in the Appointment Book and elsewhere in PCC EHR.