Review and Update Patient Policies

Use the "Policies" component to add, update, and work with a patient's insurance policies and medicaid plans in PCC EHR.

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.

The Policy Log (policylog) program displays a log of all changes made to a patient's insurance policy record.

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).

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.