Partner

Select a category:

Get Started in Partner
Edit Patient and Family Information
Edit Patient Insurance Policies in Partner
Schedule a Patient in Partner's SAM
Check In a Patient (Partner)
Partner Checkout
Correct Mistakes
Bill Insurance
Post Insurance Payments
Bill Families
Contact, Remind, and Recall Patients and Families
Generate Reports in Practice Management
Special Partner Features and Guides
Configure Partner
Configure SAM Scheduling in Partner
Partner User Administration

Get Started in Partner

The topics below will teach you how to log in to Partner and navigate among Partner programs. You will also learn some of the basic tools and features that apply to most Partner programs, like the Find Routines and the Function Keys.

You can watch PCC training videos to learn Partner basics.

Training Videos

Open and Use the Practice Management (Partner) Window

7 minutes • 2019
Some advanced billing and "under-the-hood" functions are found the Practice Management window in PCC EHR. Watch this video to learn how to get around and perform operations in Practice Management.

Get Started

New User Training for Billers

Use this new user training outline to learn how to complete billing tasks in PCC.

Learn More

Open and Use the Practice Management (Partner) Window

Use the Practice Management window in PCC EHR to access various under-the-hood billing features and services in PCC’s Partner practice management suite.