PCC EHR 6.20

In March of 2014, PCC will release PCC EHR 6.20. This update includes new Care Plan and Family Medical History components. 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 EHR 6.20 require configuration and user-specific software training. Read about the features below and then review PCC EHR 6.20 Migration Considerations.

Contact PCC Support at 1-800-722-1082 for information about these or any features in PCC EHR.

Patient Care Plan Component

PCC EHR’s new chart-wide Care Plan component can store all of a patient’s care plan information in a clear, structured format that you can review and update from the Medical Summary or on any chart note.

While reviewing the care plan summary, click the arrow to see more details. For example, you can review and edit a patient’s Asthma Action Plan.


Each intervention can have Goals, Actions, Next Steps, Care Coordination Notes for internal use, and one or more Team Members. A patient can have more than one intervention in their overall care plan, so they may have an asthma action plan, a diabetes management intervention, and so forth.

Each intervention can have a status of Active, Inactive, or Resolved. You can set the status and then filter which interventions appear, just as you can with problems on the Problem List.

While in Edit mode, click “Add Intervention” to create a new intervention.


Goals can be any text, and each item will appear as a bulleted point. Actions draw from a SNOMED list of therapies. Next Steps and Care Coordination Notes can be any text. Team Members draw from the list described below.

Care plans are a requirement for PCMH and are recommended by many payers. The new Care Plan component is chart wide, making it ideal for tracking any chronic issue. You can use it to meet the NCQA guidelines for meeting the requirements of PCMH.

Who are the Intervention Team Members?

Care plan interventions may have one or more Team Members. Click on the down arrow to see a list of available members. You can add a new patient contact, or select from the patient’s custodian, guarantor, or My Kid’s Chart portal users. You can also choose from a list of your practice’s professional contacts.

Read below to learn more about PCC EHR’s new Professional Contact Manager.

After selecting a team member, you can add a note. For example, you can describe their role for the intervention.

Attach Documents to a Care Plan Intervention

You can attach a document to a patient’s care plan intervention. Each of a patient’s interventions will appear in the Import Documents window as well as in the Edit Tags window in the Documents section of a patient’s chart.

After adding a document to an intervention, it will available for review in the component.

Print the Patient Care Plan

Click “Print” to print out a patient’s Care Plan. You can print the care plan at any time, you do not need a specific visit date.

When you print, you can choose whether to include only Active interventions, and select other options.



Where Does the Care Plan Appear?

During your practice’s 6.20 update, the Care Plan component will be added to the Medical Summary screen. Your practice can use the Protocol Configuration Tool to move or remove it, or add it to any chart note protocol.

When the Care Plan component appears on chart notes, you can review it by clicking “Mark as Reviewed” and it will be copied into the chart note and appear in the patient’s Visit History.

Patient Family Medical History Component

Use the new Family Medical History component to record and display family medical history in a clear, structured format.

The Family Medical History component can appear on the Medical Summary and on any chart note. While in edit mode, click to add a new condition and relationships.

For each condition, you can select a diagnosis from your practice’s Family History list, or right-click to search the SNOMED diagnosis list. Next, you can indicate one or more family members who have the diagnosis, and enter notes. The relationship field comes from a standardized HL7 list of relationships.

What is Your Practice’s Family History Diagnosis List?

Instead of picking from all 10,000 available diagnoses, PCC EHR includes a customizable Family History list of SNOMED descriptions. Any diagnosis you use in the Family Medical History component becomes part of your Family History diagnosis list. You can right-click on the field and search the entire SNOMED diagnosis list to find other diagnoses.

During your 6.20 update, PCC will configure a starter list of common diagnoses that an office might track for family history. You can customize the list in the Diagnosis Configuration tool.

Read the Diagnosis Configuration Tool help article to learn more.

Copy Family Medical History to Siblings

You can copy a patient’s Family Medical History to siblings. While reviewing a patient, select Copy Notes to Siblings from the Edit menu.

Next, select the type of notes to copy and click Next.

Finally, select whether the history for the open patient chart will Append or Replace the sibling’s history. You can also choose to customize what is copied, or skip the sibling.

You might choose to customize the result to avoid copying information about the sibling. In the above example, the user removed “Brother” for the Heart Disease condition, as Dino is the brother referenced in Pebble’s Family Medical History.

Click Save to save your changes and import the history into the sibling’s chart. If the patient has multiple siblings, PCC EHR will present a new choice for each sibling.

Where Does Family Medical History Appear?

During your practice’s 6.20 update, the Family Medical History component will be added to the top of your practice’s Medical Summary. You can move or remove it, or add it to any chart note protocol.

When the Family Medical History component appears on chart notes, you can review it by clicking “Mark as Reviewed” and it will be copied into the chart note and appear in the patient’s Visit History.

The Previous Family History Component

Your practice may have an existing “Family History” component on your Medical Summary and/or on chart note protocols. You may decide to move that component, rename it, schedule its eventual removal, or simply use it in coordination with the Family Medical History component to provide a place for longer text notes.

Professional Contact Manager

Use the new Professional Contact Manager tool to create a list of your practice’s professional contacts, school medical personnel, and other professionals who may be part of care plans for many different patients.

When you add team members to an intervention in a patient’s care plan, you can select from your practice’s list of Professional Contacts.


Click Add to create a new contact.


After adding a professional contact, you can select them as a team member for an intervention in a patient’s care plan.

Multiple Birth Indicator and Birth Order Sequence

You can now record whether or not a patient was born during a multiple birth, and record their birth order. The new fields are an optional feature of the Patient Demographics component, found in the Demographics section of the patient’s chart and in other customizable locations.

Multiple birth and birth order information may be required by your state’s immunization registry. They are part of the HL7 standard and are required for Meaningful Use Stage 2.

Mother’s Maiden Name

You can now record a patient’s mother’s maiden name in a chart in PCC EHR. The new fields are an optional feature of the Patient Demographics component, found in the Demographics section of the patient’s chart and in other customizable locations.

The mother’s maiden name, including first and last name, may be required by your state immunization registry. The full name is part of the HL7 standard and required for Meaningful Use Stage 2.

Turned Off By Default: The Mother’s Maiden Name fields are turned off by default. You can activate them in the Component Builder section of the Protocol Configuration Tool.

New SNOMED Descriptions Added to the Diagnosis List

The PCC EHR 6.20 update includes several additional SNOMED descriptions in the searchable diagnosis list on your system.

During the 6.18 update in October of 2013, a list of SNOMED descriptions used for diagnosing patients was added to your system. Since that time, we’ve collected feedback on additional disorders that you want to be able to search and find when adding a diagnosis to a patient’s chart.

The 6.20 update adds these items to your Diagnosis description library. They will also be added to your practice’s custom Favorites list, making them easy to select in the Diagnosis component or the patient’s Problem List.

  • 22 BMI Related Diagnoses, such as “Child weight = 50th centile” and “Child weight less than third centile”
  • 50 Vaccine Adverse Reaction Diagnoses, such as “Influenza virus vaccine adverse reaction” and “Adverse reaction to tetanus vaccine”
  • Refusal of treatment by parents
  • Refusal of treatment by patient
  • Disorder of lactation
  • Failure of lactation
  • Failure of lactation with antenatal complication
  • Failure of lactation with postnatal complication
  • Suppressed lactation
  • Suppressed lactation with antenatal complication
  • Suppressed lactation with postnatal complication

In addition, 26 Physical Exam Descriptions, such as “Child 6 month examination” and “Child 5 year examination” will be available in the Diagnosis Configuration tool (not marked as Favorites). The well exam descriptions are procedures, not diagnoses, but some practices use them to record an age-appropriate well visit diagnosis, which can help to indicate a visit’s purpose.

For all of the above descriptions, your practice can assign an associated ICD-9 billing code in the Diagnosis Configuration Tool. You can also add these descriptions to the check list of diagnoses in the Diagnosis component of any chart note protocol. Contact PCC for assistance, or to discuss other disorders you need to chart.

Other Feature Improvements and Bugs Squashed in PCC EHR 6.20

In addition to the features described above, PCC EHR 6.20 includes these feature improvements and bugs squashed:

  • Receive LabCorp Results in PCC EHR: PCC EHR can now receive LabCorp test results for patient labs. Contact PCC Support at 1-800-722-1082 to get registered.

  • Receive Orchard Trellis Results in PCC EHR: PCC EHR can now receive Orchard Trellis test results for patient labs. Contact PCC Support at 1-800-722-1082 to get registered. Note that Orchard Trellis charges an additional fee for the interface.

  • CQM Stage 1 and Stage 2: PCC EHR’s CQM reports have a maximum reporting range of 12/31/13, as the reports work based on CQM Stage 1 rules. New Stage 2 reports will be added to PCC EHR later this year.

  • New Terminology for Chart-wide Components: The Component Builder inside the Protocol Configuration tool now lists components as either “Visit Components” or “Chart-wide Components.” The new terminology helps explain that components on the Medical Summary and Demographics chart sections are actually chart wide. These components can appear on many different ribbons in PCC EHR.

  • Long Message Queues Load Faster: When a practice had an unusually long Messaging queue, and all filters were turned off, PCC EHR could need several minutes to display the queue. Now it takes less than a second.

  • Faster Printing of Part of a Large Document: When printing a small portion of a very large document from a patient’s chart, PCC EHR can load and print the selected pages much faster.

  • Diagnoses Order Preserved: In some circumstances the electronic encounter form or the billed window did not display diagnoses in the order the physician entered them. Now they do.

  • No-Show Protocol Error: In some circumstances, when certain components were used in appointments before the patient was marked as arrived in PCC EHR, the user’s window would crash. This no longer occurs.

  • Patient List Freezes: In some circumstances, when a Patient List used the “was not prescribed” filter, PCC EHR could freeze. This no longer occurs.

  • Last modified: August 5, 2015