Generate Forms Letters in PCC EHR

Use the chart-wide Forms component to generate patient forms in PCC EHR.

Your practice can add the Forms component to chart notes, your Medical Summary, Demographics, or any other PCC EHR ribbon in order to support your workflow. You can also configure which forms will appear by default for “one click” generating on each chart note. The Forms component will always display the drop-down menu giving you access to all forms.

Generate a Form

When you click “Generate” or select a form from the drop-down, a pop-up appears prompting for any additional required information. If there is no additional information required, this step is skipped.

Next, PCC EHR opens the Document Viewer, where you can review the form, optionally attach it to a visit or order, choose where to save a copy in the patient’s chart, indicate whether or not it will appear in the patient portal (this option is selected by default), or print it.

By default, PCC EHR will save forms to the “Forms” document category in the patient’s chart. You can change this default on the Assigned Categories tab in the Documents Administration tool (see below).

Forms Fill in Variables: PCC form letters can have form letter variables which automatically fill in with information about your practice, the patient, or a particular visit or issue. If your practice has multiple locations, PCC EHR can fill in practice information based on your working location.

Adding Forms to PCC EHR: PCC EHR gives you access to your Practice Management system forms. If you want to add or remove forms to the Forms component in PCC EHR, contact your Client Advocate.

Generate Immunization School Forms in PCC EHR

Click “Print” at the top of a patient’s Immunization record to generate your practice’s customizable school form.



If your office has multiple school form formats, you can select the one you want before printing.



If you don’t see the school form you expect, get in touch with your PCC Client Advocate. They can help you customize and configure your school form(s) so they are available and print correctly from PCC EHR.

Configure Forms in PCC EHR

You can improve form letter workflow for your practice by making sure the right forms appear on the right protocols.

Where Should You See the Forms Component, and Which Forms Should Be Single-Click?

You can place the Forms component on any chart note protocol, decide where it should live on your Medical Summary, Demographics, and other chart note sections, and adjust which forms appear by default.

To place (or move) the Forms component, open the Protocol Configuration tool and pick either a chart section or a chart note protocol in the Protocol Builder.



Click “Add” to add the Forms component. Use the tab on the side to slide it to a new location on the protocol.

Double-click on the component to set up default forms for that chart note or chart section.

For example, you may want to add the School/PE Excuse form letter to sick visits. If you are adding the Forms component to the Demographics chart section, or configuring it for the Medical Summary, you might want to add form letters that would help your practice with their workflow when using that section of a patient’s chart.

Watermarks, Questions, and Custom Forms: Test Printing on Workstations

If your practice generates form letters that have watermarks, ask form letter questions, or use other special features, you should test those forms from PCC EHR to see if they work as expected.

For example, if you generate a watermark, you may need to adjust the printing settings in your workstation’s operating system to make the watermark print at the right darkness level. And if your PCC Client Advocate helped you set up a custom form with unusual script or information requirements, they may need to make adjustments after your update.

Adjust Default Forms Category

By default, PCC EHR will save a form letter into a Forms category, which you can later review in the Documents section of the patient’s chart.

Optionally, you can use the Document Administration tool to change the default save location for forms.


  • Last modified: March 21, 2018