PCC 6.23 Release

In July of 2014, PCC will release version 6.23 of our charting and practice management software. This update includes patient name features, deceased patient management, and other new features and improvements. Read below to learn more.

Watch a Video: Want to watch a video summary of everything in this release? CLICK HERE.

Implementation: The new features in PCC 6.23 require configuration and user-specific software training. Read about the features below and then review PCC 6.23 Migration Considerations.

Contact PCC Support at 1-800-722-1082 for information about the items below or about any PCC product or service.

Patient Name Includes Discrete Nickname, Middle Name and Suffix

A patient record can now include a patient’s first name, nickname, middle name, last name, and suffix.

When editing the patient record in the Partner practice management system, you will see the fields in line with the other name fields.

When displaying the patient name, PCC’s different screens and reports intelligently combines the name fields, depending on the context.

In PCC EHR, the full patient name appears at the top of the chart:

As well as on reports and on queues:

When searching for a patient, you can search by any of the patient’s names (first, nickname, middle, last). In MyKidsChart, PCC’s patient portal, and in the Practice Vitals Dashboard, names are also combined to display a patient’s full name.

Implementation at Your Practice: Your practice may have stored a patient’s middle name, nickname, or suffix in one of the other name fields. Wherever possible, the 6.23 update will automatically migrate that information to the correct field. Your Practice should plan for a little extra time after the 6.23 update in order to review patient names and get used to moving among the new fields.

Edit Full Demographic Information From the Patient Chart

As part of the PCC 6.23 release, you can now edit patient names along with other demographic information in the Demographics section of the patient chart.

Users can edit the patient’s name and other demographic information in either the patient’s chart or the patient account in Partner.

Deceased Patient Management

The patient record now includes unique fields for identifying deceased patients.

Deceased Patients in the Patient Chart

In a chart, you can indicate if a patient is deceased in the Demographics chart section.


Users will see when a patient is deceased at the top of the chart. Instead of the patient’s calculated age, the word “deceased” appears. Reports, queues, and patient search results will also display that the patient is deceased.

Deceased Patients in the Patient Account

In the Partner practice management system, you can review and set the deceased status in the Patient Editor (notjane).

Wherever the patient’s age appears, it will be replaced with the Deceased indicator.

Flags: As shown above, the Deceased status automatically adds a Deceased status flag to the patient’s record in Partner. You can use that status flag to include or exclude the patient from reports or the Patient Recaller. If you add or remove the status flag, it will also change the patient’s deceased status.

As with queues in PCC EHR, Partner’s patient lists will display the deceased status in place of the patient’s calculated age.

Your Practice’s Previous Deceased Patient Status Flag

If your practice used a patient status flag to indicate that a patient is deceased, the 6.23 update will automatically assign the new deceased status to those patients in Partner and PCC EHR.

In PCC 6.23, the Deceased patient status flag is linked to the new Deceased status. If you add or remove the flag, it will also change the patient’s Deceased field.

Male, Female, and Unknown

The sex of each patient can now be Male, Female, or Unknown. When a user creates a new patient record and does not select a sex of Female or Male, Partner will assign the Unknown sex automatically. Users can also select Unknown for any patient, before birth or whenever the sex is unknown.

Wherever the patient’s sex appears, in charting, billing, and reporting tools, the new Unknown sex indication may also appear. For example, Unknown is abbreviated as a “U” and will appear at the top of the chart for patients with undetermined sex.

The Undetermined sex status is part of the HL7 standard for electronic health records and is used by many immunization registries. Your office staff may need to adjust their workflow when editing or creating new patient records.

Growth Charts and Percentiles: Growth charts and percentile data is based on either a male or female child. If a patient’s sex is undetermined, they will not have any growth chart information and percentiles will not appear.

Open Recent Patient Charts

You can now quickly open a chart from your most recently opened charts.


Click on the pull-down menu in the Find field, or just press the down arrow on your keyboard to pick from the list of your ten most recently opened charts.

By using the new menu of recent charts, you can jump between tasks more quickly and get back to the chart you were working on.

After Your Update: Each user’s recent patient list will begin to grow after your 6.23 update. You won’t see any available charts when you first log in, but as soon as you start opening charts the list will grow.

Immunization Registry Communication Preferences

You can now set whether or not a patient’s immunizations are allowed to be shared with an immunization registry. You can also set by what means the registry can contact the patient.

When the immunization communication preferences are turned on at your practice, the new optional fields will appear in the Contact Information component in the Demographics section of the patient chart, or wherever that component appears.

Default Setting for New Patients: Your practice can set the default option for new patients in the Practice Preferences tool. See the Migration Considerations article to learn more.

Off By Default: The Immunization Registry Communication Preferences are turned off by default, as many practices will not need this feature. If your practice plans to submit immunizations to the Texas ImmTrac program, you will need to review this feature with your staff. Note that you can set the default setting for new patients now, and PCC EHR will begin to record the default preferences for new patients.

Enter the Source of Immunization Records

Immunization records can now have an historical record source.

For example, you can indicate the source of the immunization record when you add historical immunizations to a patient’s record:


Also, when you edit immunization records, you can review or update the Immunization Record Source.

Immunization Record Source is an optional field, but the information is required by some immunization registries.

All new immunizations ordered and administered through PCC EHR will have the “New Immunization Record” source by default.

Search By ICD-9 Codes and Descriptions to Find Linked SNOMED Descriptions

When searching for diagnoses, you will now see matching results from both the SNOMED description and the linked ICD-9 billing code or description.

For example, in the Diagnosis Configuration Tool you can enter either SNOMED or ICD-9 text into the search box.


By searching for the linked billing diagnosis, you can quickly jump to a set of SNOMED descriptions that you want to focus on. In the above example, the user can review all the different SNOMED descriptions linked to billing diagnoses that contain 380.10.

You can also search by the billing diagnosis wherever you perform an “Other Diagnosis” search by right-clicking on the diagnosis field. You can do this while adding diagnoses to a patient’s problem list, a chart note, or in the Protocol Configuration tool.


In the above example, a user wanted to diagnose a patient using an ear-related SNOMED description. They searched by Otitis Externa, and the result showed them all matches for that phrase either in the SNOMED description or in the linked billing diagnosis description.

SNOMED is a More Specific Taxonomy: You can use the new search feature to quickly find SNOMED descriptions based on their associated ICD-9 billing codes and descriptions. However, the SNOMED taxonomy is a more detailed and specific taxonomy. Searching for diagnoses by ICD-9 descriptions or codes will limit the user to diagnoses that are linked in the Diagnosis Configuration tool. Additionally, ICD-9 codes and descriptions will be retired in October of 2015.

User Middle Name, Suffix, and Professional Suffix

Users in PCC EHR can now have a middle name, suffix, and professional suffix as part of their user information.

You can edit this information in the User Administration Tool.



The 6.23 release adds the middle name, suffix, and professional suffix fields, but they are only required for certain immunization registries. In future releases, PCC EHR will use these fields to improve how names are displayed throughout PCC EHR. Currently, the Full Name and Short Name fields allow you to customize how the user’s name appears in locations such as the Patient Visit Summary report and when assigning tasks.

Location Adjusted Dashboard Metrics

The Practice Vitals Dashboard now shows both location adjusted and non-location adjusted metrics. Your practice can switch between versions and evaluate the metrics for your specific location or nationally.

Other Feature Improvements and Bug Fixes in PCC 6.23

In addition to the features described above, PCC 6.23 includes these smaller improvements and squashed bugs:

  • Better Capitalization for Names: When you enter a name, PCC now intelligently capitalizes names such as “O’Connor,” and will automatically capitalizes suffixes such as “ii” to “II”.

  • eRx Tasks Queue Number: The eRx Tasks queue number, which displays the number of pending prescriptions and renewals, now looks deeper into the past and updates the number more quickly and accurately.

  • MyKidsChart's Automatic Logout and Messages: When a user of MyKidsChart wrote a long message to your practice using the Messaging section, the automatic logout feature might cause the user to lose their message text. Now MyKidsChart allows the user to keep typing and send their message before they are logged out.

  • Moved Feature: Automatically Set Custodian as a Personal Contact: The Personal Contacts component in the patient’s Demographics section of the chart is used by some immunization registries. Your practice can configure the component to automatically add the custodian as a personal contact for new patients. This configuration setting was in the Component Builder in PCC 6.22. The PCC 6.23 update moves the setting to the Practice Preferences menu for easier access.

  • Last modified: August 5, 2015