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.
  • Add and Configure Immunizations in PCC EHR

    PCC EHR provides tools for charting, ordering, administering, billing, and tracking immunizations. When your practice begins using a new vaccine, or wants to change how immunizations are displayed, you can adjust your immunization configuration. PCC Support can help you with any part of this configuration.
  • 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.
  • Add and Configure Insurance Companies
    • Add an Insurance Plan to Partner

      Families bring in new insurance cards all the time, particularly if you are a new client or if it is January. While taking time to add and configure a new plan in Partner is important, many new insurances can be added quickly and easily.
    • The Insurance Companies Table Reference

      This article is a reference to the Insurance Companies table and the Insurance Groups table, both of which are in the Table Editor (ted). They contain information about the insurance policies in your system, and they effect 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 all of a provider's identifiers with a different provider's values? Can Partner change a provider's name or Taxonomy code on some claims, or include a custom insurance eligibility ID#? How do you configure the legacy PIN and Group numbers required by some carriers? Partner's Provider IDs (provids) program allows you to override any claim identifier information. Use provids to set an alternate provider, 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 all of a provider's identifiers with a different provider's values? Can Partner change a provider's name or Taxonomy code on some claims, or include a custom insurance eligibility ID#? How do you configure the legacy PIN and Group numbers required by some carriers? Partner's Provider IDs (provids) program allows you to override any claim identifier information. Use provids to set an alternate provider, 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 Partner's tables in just a few seconds. But what about scheduling and insurance claim configuration? Will reports work properly for the new clinician?
    • 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.