Configure Partner

Read the help articles in this section to learn about configuring your Partner practice management and billing services.

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  • Edit Your Practice’s Tables

    Tables are lists of items your system reuses between Partner programs as well as PCC EHR. Partner's tables include your practice's list of insurance policies, your practice's physicians, visit reasons, abbreviations, procedures, diagnoses and others.

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  • Choose Your Practice Management Printer

    Your office may have a front-desk printer for receipts, a chart room printer for encounter forms, and a back office printer for everything else. When you log in, you may have printer needs that are particular for you, or particular for where you are working today.
  • Snap Code Configuration

    Snap Codes are groups of procedures and diagnoses that you can post all at once, by entering a single word or phrase.
  • Use Snap Codes for Immunization Administration

    When you post charges for immunizations, there are also a series of codes with multiple units that need to appear for the immunization administration. Partner's Snap Codes feature can help your practice post those procedures and diagnoses.
  • Configure Contract Fee Schedules (allowables)

    Partner can track contract fee schedules, also known as allowables, in the Contract Fee Schedule Editor (allowedit). You can create and manage multiple contract rates, make changes to expected fees that will occur after a specific date, and assign the completed contract fee schedules to selected insurance plans. The Post Insurance Payments (pip) program will then display the contracted fee or "Allowed" amount when posting payments for charges pending those insurance plans.
  • Configure Procedure Billing Behaviors with iBar Files

    A Special Information File, sometimes called an I-bar file, controls how each procedure will be treated for an insurance company. Some insurance companies require different copay amounts for different types of visits. You may have special procedures that should only pend to certain insurance companies. Maybe you use different fee schedules for a medicaid insurance plan. All of these needs and more can be met with a custom I-bar file.
  • The Partner snomedmap Report

    The Partner snomedmap program is a set of custom reports that you can use to understand the relationship between different code sets you use on your PCC system.
  • Edit Your Practice’s Prices and Billing Procedure Codes

    When you need to add a new CPT code to your PCC system, create a new version of a code that includes modifiers, or adjust your practice’s prices for procedures, use the Table Editor found in PCC’s under-the-hood Practice Management window. Follow the procedure below to learn how to add or update procedure billing codes, […]
  • Add and Configure Insurance Companies
    • Add an Insurance Plan to Your PCC System

      When a patient or parent brings in a new insurance card, you can update their insurance policies quickly and easily. However, what if the insurance plan is entirely new to your practice? Maybe it is an existing plan (like BCBS), but it has a new address, copay amount, or payer ID. Follow the steps in this article to add a new plan to your PCC system.
    • Insurance Tables Reference

      This article is a reference to the Insurance Companies table and the Insurance Groups table used in PCC software. You can edit both tables in the Table Editor (ted), found in the Practice Management interface in PCC EHR. Insurance tables contain information about the insurance plans on your PCC system, which are used for billing and reporting.
    • Edit HCFA Form Output (hedfe)

      The hedfe program is a HCFA/CMS 1500 form editor. It can configure both the layout and the content of claim forms. You can use the program to move form data around or change how it is filled out. Simple errors on claim forms can delay payment and cost your practice both time and money. Therefore it is important to understand how Partner fills out HCFA forms and how to make changes to your forms when necessary.
    • Override Provider Identifiers for an Entire Insurance Batch

      Do you need to replace a provider's identifiers on claims with a different provider's values, or implement other unusual claim configuration requirements? You can contact PCC Support for most claim configuration needs. PCC also includes an under-the-hood configuration program, Provider IDs (provids), which can override standard identifier information that appears on claims. Use provids to set an alternate provider for claims, or to enter custom values for the name, Taxonomy code, NPI, Tax ID, eligibility, or legacy ID numbers.
    • Tricare Merger: Become Credentialed and Enroll With Tricare East

      Tricare North and Tricare South are merging into a new entity: Tricare East. If your practice wishes to submit claims to military families who were on Tricare North or Tricare South, you must become credentialed and enroll for electronic claim services, eligibility, ERAs, and optionally electronic funds transfer.
  • Configure Providers
    • Override Provider Identifiers for an Entire Insurance Batch

      Do you need to replace a provider's identifiers on claims with a different provider's values, or implement other unusual claim configuration requirements? You can contact PCC Support for most claim configuration needs. PCC also includes an under-the-hood configuration program, Provider IDs (provids), which can override standard identifier information that appears on claims. Use provids to set an alternate provider for claims, or to enter custom values for the name, Taxonomy code, NPI, Tax ID, eligibility, or legacy ID numbers.
    • Add and Configure a New Clinician to Your PCC System

      You can add a new clinician to PCC's under-the-hood configuration tables in just a few seconds. But what about scheduling, insurance claim configuration, and chart note protocols? Read this article to learn how to make sure your new provider is ready to go in PCC.
    • Update NPIs, Taxonomy Codes, and Tax IDs

      Every insurance carrier requires the same clinician information for each claim: a name, a taxonomy code, a National Provider Identifier, and a Tax Identification number. Follow the procedure below to enter or update this information in Partner.
  • Edit Form Letters
    • Form Letters in Partner

      Partner can generate form letters, drawing information from a patient or account record. Partner includes a series of "fill in the blank" letters, and when you generate a letter, Partner automatically enters the correct information.