Add a New PCC EHR User Account

Follow the procedure below to add a PCC EHR user.

Add a Practice Management (Partner) User Account

Before you create a PCC EHR user account, it is useful to first add a Partner user. PCC EHR and Partner share many functions, and track activities such as payment posting and scheduling according to account credentials. To see how to add a Partner user account, read Add a New Practice Management User Account.

Open the User Administration Tool

Click on the Tools menu and select “User Administration”.

Permissions: You must be an authorized user to use the User Administration tool. Contact PCC Support if you do not know which users at your practice are authorized.

Click “Add”

Click the “Add” button to begin adding a new user.

Enter Account Information

Use this screen to enter each variation on the user’s name, assign a username and password, enter licensing information, and indicate that the user can be assigned tasks. If the practice uses Appointment Book, there will also be an option to allow scheduling of this user.

Pick a Username Carefully: You can come back to the User Administration tool to change most of the settings on this screen. However, when you click “Next” you will reserve a login username for the individual. That can not be changed later.

What are These Fields Used For?: For information about how and where these fields are used in PCC EHR, read the Account Information Settings Reference.

Click “Next” to continue.

Select User Role to Assign Permissions

Select one or more user roles. Roles set various attributes and grant users permission to use different functions in PCC EHR. Read the User Roles article for more information.

Click “Next” to continue.

Enable eRx Access, Role, and Permissions

Next, choose whether or not to enable eRx access for the new user, pick an eRx Prescriber Role, and then set the other eRx permissions.

All PCC EHR users can see a basic Medication History in a patient’s chart, typically on the Medical Summary. If a user also needs to review, update, and access additional medication management features, they will need access to PCC eRx. Use this screen to first enable the user’s eRx access, and then choose a role.

To learn more about the options on this screen, or to learn how to activate eRx access for existing users, read the Set Up PCC eRx User Access article.

Click “Next” to continue.

Review Name, Settings, and Click Create

Review the new user’s information and permissions carefully before clicking “Create” to make the account.

After an account is created, permissions and demographics can be changed. The username may not be changed.

Click “Create” to finalize account creation.

Account Information in PCC EHR and Partner: Any name, password, or security changes in PCC EHR do not affect your account in Partner. Your PCC EHR login settings and permissions are distinct and separate from your Partner login settings and permissions. Contact PCC Support for assistance.

  • Last modified: May 21, 2018