When a new person joins your practice, an office manager or practice administrator needs to create a login for them in PCC.
First, create a user account on the Partner system. Next, create a user account in PCC EHR.
Should I Do This For Every User?: Even if a member of your practice works only in PCC EHR or Partner, it is important to add a user account for them in both locations. PCC reporting and auditing of payment posting and other activities depend on the relationship between a PCC EHR user and a linked Partner account. For more information, talk to your Client Advocate, or one of PCC’s New Client Implementation specialists.
Create a User Account on the Partner System
Follow these steps to add a new user to your Partner, Practice Management system.
Open the Partner User Administration Tool
Open a Practice Management window and navigate to the Partner User Administration (
Press F2 to Add a New user
Press F2 – Add New User to add a new user login to your Partner system.
Enter a Full Name and Login Name
Fill out the fields with the full name and the short username for the new user. Choose a user login name that is easy to type quickly and contains no capital letters or spaces.
Press F1 – Add User
Press F1 to continue.
Choose the Partner Windows or Unix Environment
When the new user logs into the Practice Management system, or opens the window in PCC EHR, will they see the Partner Windows environment where they can select a program, or will they see a Unix prompt? Make an appropriate selection for this user.
PCC recommends you select “Partner Windows” for all new users.
Enter a Password
Type a temporary password for the user. Because the system integrates multiple password technologies, you will need to type the password four times.
The first time the user logs into the Practice Management system, they should change their password.
Email Addresses: If your office uses PCC’s email services, the new user’s email address will be their username, followed by the @ symbol, followed by your office’s PCC acronym and “.pcc.com.” For example, Fred Flinstone is a physician at Pediatric Associates of Bedrock, and his PCC e-mail address is firstname.lastname@example.org.
Create a User Account in PCC EHR
After you have created an account on your PCC Partner system, follow the procedure below to add their user account in PCC EHR.
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 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 the 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.
Enter Practice Management Username and Password: In the Practice Management Authentication fields, enter the new username and password you just created in Partner.
What are All These Different Fields Used For?: PCC EHR uses the different name fields in different contexts. For information about how and where each field is used in PCC EHR, read the Account Information Settings Reference.
Click “Next” to continue.
Select User Roles 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.
Sign Up for PCC Community
If a new PCC user should be informed of important PCC announcements, they should next sign up for PCC News on the PCC Community site, if they haven’t already.
You can sign up to PCC Community here: https://community.pcc.com/
When there are important service updates, PCC reaches out to someone at your practice, calling or e-mailing. You can guarantee that you’ll get important updates to PCC features and services by signing up for PCC Community.
PCC Community is a Great Place to Get Answers: In addition to providing notifications from PCC, PCC Community also includes PCC Talk, an online forum where pediatric practices ask questions and help one another with issues facing their practice.
For more information, watch the Get Started with PCC Community and PCC Talk video.