Configure Immunizations in PCC EHR

Read the article below to learn about how to configure immunizations in PCC EHR. You can configure default behaviors and determine which immunizations and vaccine-preventable diseases will appear in the patient’s immunization history.

CVX, MVX, Billing Settings and More: Some of PCC EHR’s immunization configuration depends on the immunization settings in the billing system. For more information, or for help adding a new combination vaccine, contact your PCC Client Advocate.

How Do I Manage Lots and Inventory?: To learn about the Lot Manager and how to use the vaccine inventory tools in PCC EHR, read the Immunization Lots and Vaccine Inventory Management article.

Read the sections below to learn about configuring immunizations for PCC EHR.

Add, Remove, or Configure Immunizations Procedures in Partner

Immunizations depend on your Practice’s core configuration found in the Table Editor (ted) in the practice management system. The Procedures table includes the billing procedures and prices for specific shots (or flu mist, for example). Before you can add a new immunization to your PCC system, you must add or update the CPT entry in the Procedures table.

For a complete guide, read Add and Configure Immunization and Medication Procedures.

Additionally, other tables and system files in Partner control how a procedure appears on a school form (a printed immunization record) and how it is tracked in the patient’s chart. The Immunization and Disease table, for example, links different procedures to a single disease or common immunization name and contains the CVX and MVX codes that tell various features and services which version of each immunization your practice administers.

Contact your Client Advocate for help adding or modifying the Immunization and Disease table.

Add or Remove Immunizations on a Chart Note Protocol

The Immunizations component can appear on any chart note protocol. Use the Protocol Configuration tool to add it to a chart note.

You can also customize what immunizations appear in the component for a specific chart note protocol.

For example, you could add the age-appropriate immunizations to chart note protocols for each well visit. Then a user could easily click to order each immunization for that visit, instead of having to type them in by hand.

Read the Add Specific Imms to a Protocol help article to learn more.

Configure the Immunization History Screen

When you need to make changes to the layout and basic display of immunizations on the Immunization History section of the chart, use the Immunization Configuration tool.


Office-Wide Configuration: When you change your Immunization History layout, it effects all users and all patient charts.

Click and drag immunizations to set your office’s desired order. Select or deselect the “Display” checkbox to add or remove an immunization from your office’s default view.

All Immunization Records Displayed: If a patient has a record for any immunization, it will appear on their Immunization History whether your office chooses to display it by default or not. For example, you can deselect an older vaccine, like IPV, and it will only appear for patients who have IPV in their records.

Edit Immunizations or Add Combination Vaccines?: The list of available immunizations in PCC EHR comes from the Immunization and Disease table in the Table Editor (ted) in Partner, which in turn relies on the Procedures table. Contact PCC Support for help editing immunizations or adding new combination vaccines.

Configure Diseases on the Immunization Record

The Diseases section of the patient’s immunization record can display dates for any of the 28 diagnoses associated with vaccine-preventable diseases, whether the patient has had the disease or has serological evidence of immunity.

Your practice can specify which of the 28 vaccine-preventable disease diagnoses should appear in the Immunization History, on patient reports, or be sent to an immunization registry.

To make changes, open the Immunization Configuration tool and select the Diseases tab.


For each of the 28 diagnoses, you can select whether or not it will appear on the patient’s immunization history, on reports, and whether or not disease immunity will be sent to an HL7 compliant immunization registry.

For example, if a patient is diagnosed with the flu, you may not want to display that in the Diseases section of the patient’s immunization record. Or, you may want HPV to appear in the chart but not appear on patient reports, such as the Patient Visit Summary. (By default, the HPV disease diagnosis will be marked to not appear on patient reports, and the immunization registry options will be disabled.)

Is Your Registry Ready?: As of early 2015, very few immunization registries are able to accept disease diagnoses. This feature is turned off by default, and you should work with PCC Support before turning it on for any disease diagnosis.

Customize Your Partner School Form: You can also control whether or not the Diseases section appears on the School Form at all, or add it to your practice’s custom immunization form. Call PCC Support for more information.

Turn All Diseases Off and Remove the Diseases Section: If your practice does not want to display the Diseases section in the chart or on any reports, you can disable all checkboxes for all disease diagnoses.

Configure Immunization Billing

Which diagnosis and procedure codes will appear on a claim when a clinician administers a vaccine?

You can configure the specific codes for each immunization in the Billing Configuration tool. Read the Billing Configuration tool help article to learn more.

  • Last modified: February 28, 2019