Edit Patients and Families in Partner
Watch this video to learn how to edit accounts and patients in PCC's previous, under-the-hood Practice Management window.
In this video, PCC's Lynne Gratton teaches Partner's account editor, the Family Editor (fame).
The Patient Editor (
notjane) manages patient information. You can run
notjaneto add a new patient to Partner, view an immunization record, research visit history, or read about a patient's major diagnoses and allergies.
The notes screens in the Family Editor (
fame) and Patient Editor (
notjane) are useful places to store information about interactions with patients or families. If you have an unusual billing situation with a family, you might use the notes screen in
fameto store 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.
The Family Editor,
fame, manages account information. You can run the Family Editor to add a new family to Partner, update family demographics, or enter notes about the account. You can also review an aged balance summary, run a collection report, generate account form letters, or review an account's transaction history.