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

Get Started

  • Patient and Family Accounts in PCC Explained

    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.
  • Add New Patients and Accounts

    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).
  • 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.
  • 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.

Learn More

  • Record Sexual Orientation and Gender Identity in a Patient’s Chart

    Use PCC’s Sexual Orientation and Gender Identity components to securely record information in a patient’s chart. When a patient decides their gender identity is public, your practice can optionally display a patient’s pronoun and preferred name in the Appointment Book and elsewhere in PCC EHR.