PCC Client Training Videos

PCC is building a library of training videos to make learning how to use Partner even more convenient. The links below lead to videos that will run on your computer in your Web browser window.

Basic Partner and 9.2007 Updates

• Partner Basics, Part I, Part II — Learn how to log in to Partner, run programs, and find patients and accounts.
• Patients and Families, Part I, Part II, Part III — Learn all the features of the Family and Patient Editors, fame and notjane.
• Insurance Policies, Part I, Part II — The insurance policy screen appears in many different Partner programs.
• Patient Checkin (checkin) — Review patient and family information and collect a copay as you check in a patient.
• Patient Checkout (checkout) — While checking out a patient, you can update information, enter procedures and diagnoses, and post special types of visits.

Partner 3.2007 Updates

• SquirrelMail — SquirrelMail is a new e-mail solution available to all PCC users with no configuration or setup.
• Policy Log — Learn how to review changes to a patient's insurance record.
• EDI Reports (ecsreports) — Electronic claim reports and other EDI data is now much easier to manage and search.
• Other Partner 3.2007 Changes — PCC has answered your wish-list requests for many other programs.

Provider Identifiers and Alternate Providers

• Entering NPI Numbers and Other Identifiers
• Assigning a Supervising/Billing Provider
• The Provider IDs Program
• Provider Identifier Documentation: [HTML] | [PDF]

Partner 10.2006 Updates

Patient-Based Insurance Transition

• Introduction and Basics — Where is the new policy screen, how has it changed?
• Adding and Expiring Policies — Learn the new tools for adding and expiring insurance policies.
• Medicaid Changes and Conclusion — Medicaid plans are much easier to handle with patient-based insurance.

Other Changes

• Improved Structured Notes — Learn about the changes to the notes pages in the Family and Patient Editors.
• Improved Provider Work Calendar — Learn how the scrod program is now easier to use and more intuitive.

The Scheduler: SAM

• Starting Sam
• Using Sam's Demographic Information
• Scheduling a Sick Visit
• Using Sam's Normal View
• Using Sam's Day View
• Using Sam's Detailed View
• New Sam Documentation [HTML]| [PDF]