Review and 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.

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.

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).

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.

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.

When a patient or their caregiver indicates that they did not receive your latest text (SMS) message or broadcast email, you can easily determine if it is because they have opted out of communication from your practice.