PCC EHR

Edit Patient and Family Information

When you work with patients and families, you need to update their demographics, adjust their billing account, flag accounts for various needs, and more. How do you set a patient's confidential communication preference? How do you handle a family with two households?

PCC EHR's demographics components appear in the Demographics section of the patient chart, and they can also appear during Patient Check-In, on the chart note, or anywhere your practice needs them. By mastering these components, you'll be able to help your families quickly and easily.

Read and watch the topics below to learn how to update patient and family records.

Training Videos

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  • Patient and Family Accounts in PCC Explained

    Your PCC system keeps track of families and patients. Your practice's database stores information about every patient, with a patient chart for each one. PCC also stores a database of accounts, or "families." An account may be either a "Home" account for the patient or a "Billing" account. These are sometimes called the custodian and guarantor accounts.

  • Add New Patients and Accounts

    Before you can schedule a patient, you need to create the patient and their family accounts on your PCC system. 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).

  • 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.

  • 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.

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  • 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.

  • 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.

  • Enter and Review Account Notes

    You may wish to record details about an account or billing situation with a family. Read below to learn about Account Notes in PCC.