Configure Patient and Account Field Searches

Configure Patient Searches

You can search for patient charts using any of the four custom patient fields, but you must first turn on and configure that feature.

For example, if you wish to search by the Chart # field, you must activate that field.

Follow the procedure below to activate patient field searching and configure your search key words.

Open Practice Preferences

First, click on the Tools menu and select Practice Preferences.

Enter Search Words or Leave Blank

Next, enter a short search term for each field. When you enter a Search Key word, you activate the field and make it searchable in PCC EHR.

Turn Field Searching Off: If you do not wish to be able to search by one or more of the patient fields, leave the Search Key field blank for that field.

Save Your Changes

Click “Save” to save your changes.

Test Your Changes

You can test searching right away, by entering your Search Key, a colon, and some search text in the PCC EHR Find box.


Configure Account Searches

You can search for billing and custodial accounts using any of the six custom Account Information fields, but you must first turn on and configure that feature.

For example, if you wish to search by an alternate last name field, you must activate that field for search in the EHR.

Open Practice Preferences

First, click on the Tools menu and select Practice Preferences.

Enter Search Term or Leave Blank

Next, enter a short search term for each field. When you enter a Search Key word, you activate the field and make it searchable in PCC EHR.

Turn Field Searching Off: If you do not wish to be able to search by one or more of the patient fields, leave the Search Key field blank for that field.

Save Your Changes

Click “Save” to save your changes.

Use the New Search Key

The next time you log into PCC EHR, you can search on the Alt Last Name field by entering the Search Key, a colon, and some search text in the Account Finder.


  • Last modified: April 6, 2017