Edit Patient Insurance Policies
Your office keeps track of insurance policy information for every patient that walks through your door. Use the Policies component in PCC EHR, or the Patient Policies screen in the Partner Practice Management system, to quickly review and update a patient's policy information.
Good insurance tracking means fewer billing and collection problems. If you have any questions, or want to figure out how to best incorporate policy management into your daily workflow, contact your PCC Client Advocate at 1-800-722-7708.
Training Videos
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Review and Update Patient Insurance Policies
Learn how to review, update, and edit policies in PCC EHR. -
Review Policies in Practice Management and Add an Insurance Plan to Your System
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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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Update Patient Insurance Policies in Partner
In addition to updating insurance polices in the patient's record in PCC EHR, you can also edit policy information for a patient in the Partner, Practice Management system. -
Review Log of Patient Insurance Policy Changes
The Policy Log (policylog) program displays a log of all changes made to a patient's insurance policy record.