Edit Patients and Families in Partner
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Edit Patient Information in Partner Notjane
The Patient Editor (notjane
) manages patient information. You can runnotjane
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
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 infame
to store 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
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.