Partner

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).

The Patient Editor (notjane) manages patient information. You can run notjane to add a new patient to Partner, view an immunization record, research visit history, or read about a patient's major diagnoses and allergies.

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.

Account Notes help you store information about interactions with patients or families. If you have an unusual billing situation with a family, you might use the Account Notes component in PCC EHR, or a notes screen in Practice Management, to track the details.

Finding a patient or an account is the first step to many actions in Partner. Whenever you wish to post a payment, check an immunization record, or update demographic information, you must first find the relevant patient or account.

Before PCC EHR, PCC's under-the-hood Family Editor was used to edit account and family related information. Read this article to learn about "fame".

If your practice uses Partner and does not use PCC EHR, you can still track and review a patient's immunizations record. It will be based on charges posted or immunization records that your practice entered manually. Partner can produce automatic school forms and warn a provider that a patient may be missing an immunization.

Your practice can add a list of immunizations a patient may be missing to your paper encounter forms or other forms and handouts you generate from PCC's various features and tools.