Patient Portal Practice Settings and Configuration

Your practice can configure what details and options appear in My Kid’sChart, PCC’s patient portal.

The Patient Portal Manager Tool

Use the Patient Portal Manager tool to change or update what your patient portal users will see.



Turned Off By Default: Care Plans, as well as patient sex, race, ethnicity, preferred language, and smoking status are not visible in My Kid’s Chart by default. Your practice can add them to the patient portal with the Patient Portal Configuration tool.

Change settings or select and deselect items to configure what appears for users when they log into their My Kid’s Chart account.

  • Set Age-Based Privacy: The age-based privacy setting sets the age of emancipation for patients in My Kid’s Chart. When a patient reaches this age, all of their medical information is automatically hidden from all portal accounts (including their own). Your office can grant account access to patients above this age on an account-by-account basis. For more information, read Patient Portal User Account Administration.

  • Determine What Displays in the Patient Portal: Your practice can use the checkboxes in the Patient Portal Configuration tool to determine what data will appear in My Kid’s Chart for all users. Configuration changes are practice-wide, for all patients and all locations. (Note that you can also hide specific orders by default or on a case-by-case basis with the “Display on Patient Reports” checkbox.)

  • Clinical Instructions: Your practice can share clinical instructions through the Patient Portal. You can add any generic chart note component to the Clinical Instructions, and they will apepar in the portal.


    Separate Configuration for the Patient Visit Summary Report: The configuration for Clinical Instructions in My Kid’s Chart is independent of the configuration for Clinical Instructions in the Patient Visit Summary Report. Read more here about configuring Clinical Instructions in the PVS.

  • Secure Messaging: Your practice can turn the Secure Messaging features of My Kid’s Chart on or off.

  • Secure Messaging Disclaimer: If your practices allows secure messaging to and from your practice, you can customize a message that will appear at the top of the screen whenever a user creates a new message.

Patient Portal Messages vs. Direct Secure Messaging: The patient portal and PCC EHR support two different messaging technologies. Portal messages are a secure, optional messaging tool built into the patient portal. Patient portal users can exchange messages with their pediatric practice, and the practice can receive and send portal messages with PCC EHR or pocketPCC. Direct Secure Messaging, on the other hand, is a specialized message technology used to share and send medical information. It requires registration with a third-party service and it allows for secure transmission of C-CDA transition of care documents or visit summaries. For more information, refer to Receive and Respond to Portal Messages or Direct Secure Messaging.

Access Controlled: Like other configuration tools, the Patient Portal Manager tool is limited to those users with an appropriate user role. Use the User Administration tool to review your practice’s roles and control who can make changes to My Kid’s Chart.

Automatic Privacy in My Kid’s Chart When a Patient Becomes an Adult

The My Kid’s Chart patient portal will automatically hide all patient records from all users when a patient reaches your practice’s defined emancipation age.

After the patient’s birthday, they will appear with a “Privacy Enabled” flag on the user’s account.

A parent or patient will still see that the patient is connected to their account, but they will not see any information about upcoming appointments and they will not be able to review patient records.


This feature meets HIPAA privacy guidelines and improves patient security. Here are some issues to keep in mind:

  • Messages Are Still Available: If your practice uses the Messages feature of My Kid’s Chart, parents will still be able to send your office messages and questions in relation to connected patients, even after they turn eighteen. Your staff should keep this in mind when responding to incoming questions on the Messaging queue in PCC EHR.

  • 18, 16, or 21?: Age eighteen is the My Kid’s Chart default emancipation age, but your practice can set your state’s emancipation age in the Patient Portal Configuration tool, as shown above.

  • Special Circumstances: If your practice has teenage patients who use your patient portal, you may need to manually grant them access to their own records after they reach emancipation age. Or, if an adult patient has a guardian, that person may need to be granted access to the patient’s record. For help working with individual portal accounts, read Patient Portal User Account Administration.

Configure the Practice Address that Appears in My Kid’s Chart

If your practice uses PCC’s Care Center features to manage patients for several different pediatric office that use the same practice database, you may want to set which office address each patient portal user will see when they log into My Kid’s Chart.

Use the Practice Preferences tool to set which location address appears in the patient portal, as well as on the Health Information Summary report.


After setting this option, the patient portal and the Health Information Summary will automatically display either your practice’s default address or the patient’s care center address. If the patient has no care center assigned, they will see the practice’s default address instead.

If a parent has several patients who visit physicians at different care centers, both addresses will appear for them when they log in to My Kid’s Chart.

Personal Balance Display

The Personal Balance feature is turned on for all practices by default. This feature allows patients’ families to see their outstanding balance within the portal.

Portal Payments: The Personal Balance feature must be turned on before your practice can receive payments through the patient portal. For more information about portal payment configuration, read Get Started with Patient Portal Payments.

If your practice decides not to display personal balance information on your patient portal, you can turn this feature off.

To disable this feature, un-check the Personal Balance selection in the Configuration tab of the Patient Portal Manager.

Change the Default Logout Time in My Kid’s Chart

After 5 minutes of inactivity, My Kid’s Chart will log a user out. PCC can customize the logout time for your practice. Contact PCC Support for more information.

  • Last modified: June 1, 2018