Review and Update Patient and Family Demographics
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Review and Update Patient and Family Demographics (14 minutes • 10-2018)
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Learn how to update patient and family information in PCC EHR.
Related Articles
- Here are some related articles in Front Desk > Edit Patient and Family Information:
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.- 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).
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.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.- Learn special techniques for searching for patient and account records.
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.Review and Update Patient Insurance Policies
Learn how to review, update, and edit policies in PCC EHR.Review and Update Patient and Family Demographics
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.Help Families Resubscribe to Broadcast Emails and Opt In to Text Messages From Your Practice
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.