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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  • 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).
  • 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.
  • 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.

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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.
  • Find Patients and Accounts

    Learn special techniques for searching for patient and account records.
  • Edit Patients and Families in Partner
    • Edit Patient Information in Partner Notjane

      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.
    • Structured Notes Screens in fame, notjane, and oops

      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.
    • Find Patients and Accounts in Partner

      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.
    • Edit Account Information in Partner Fame

      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".