PCC EHR 6.5

In February of 2012, PCC will release PCC EHR 6.5. This update includes several requested improvements to the electronic encounter form, a new screen for reviewing patient diagnostic history, and the ability to customize the contents of the Medical Summary.

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

Implementation: The new features in PCC EHR 6.5 require configuration and user-specific software training. Read about the features below and then review PCC EHR 6.5 Migration Considerations.

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

Review Patient Diagnosis History

The Flowsheets section of the patient’s chart now includes a record of diagnoses. The Diagnosis flowsheet displays a history of every charted diagnosis and every diagnosis on the patient’s Problem List.


Use the diagnosis flowsheet to review a record of every time a diagnosis was diagnosed. For example, if a patient is exhibiting Otitis Media, you can find it on the list and scroll to the right to see every time you’ve charted that diagnosis in the past.

You can sort the Diagnosis flowsheet by name, date, code, or incidence, and PCC EHR will remember your preferred display order. You can filter the flowsheet to display only Problem List diagnoses, or use the pull-down menu to filter or compare specific diagnoses.

Configure the Medical Summary

You can now determine which sections of the Medical Summary appear for your office, and in what order. The PCC EHR Configuration Tool has a new Medical Summary Builder.


Use the builder to add, hide, and reorder Medical Summary sections. For example, you could move the Medication History to the top of the Medical Summary and remove all the sections that your office does not use.

Hiding Sections: If you select a component and click “Hide Component”, it will no longer appear on the Medical Summary for any patient. If you were storing patient data in that component, no data will be lost, but it will be hidden. You can add hidden sections back, if you later decide you need them.

Link Diagnoses to Procedures on the Encounter Form

You can now indicate which diagnoses should be billed with each procedure before you send the charges to Partner. After reviewing and selecting diagnoses and procedures on the Bill window, click “Next” and use the new Linking and Units screen.


Click and drag diagnoses into the box for each procedure. You can also tab among the “Linked Dx” fields and type line letters.

Only One Diagnosis?: If only one diagnosis is entered, PCC EHR will automatically link it to all procedures, adding the line letter to the boxes and indicating that the single diagnosis will be assigned to each procedure for billing purposes.

Optional: The PCC EHR Bill window is a communication sent to the Partner checkout program, and some offices use paper encounter forms instead. Note also that billers can enter and adjust diagnosis linking later, while posting charges in checkout or the Correct Mistakes (oops) program.

Enter and Change Units on the Encounter Form

You can now review and edit the number of units for procedures on the electronic encounter form.

Your default procedure units, as configured in Partner, will appear for each procedure you selected. You can use the arrows or type a number to change the units for billing purposes.

Units for Billing vs. Charting: The Units feature adjusts the units sent to Partner for billing purpose. It does not change the number of procedures charted on the chart note.

Add Items to Encounter Form, Even After You Send It to Partner

You can now continue to edit and add items to PCC EHR’s electronic encounter form, even after you have sent it to Partner and the Patient Checkout (checkout) program. You can make changes and corrections right up until the charges are posted.

Whenever you first click the “Bill” button from the chart note, the status on the Partner checkout screen will indicate that a user has claimed the electronic encounter form, or “EEF”.


If a user attempts to post charges anyway, they’ll see a message letting them know someone is still busy with the encounter form.

After a user fills out the encounter form and sends it to Partner, the Bill button will display “Edit Billing”, to indicate it has already been sent to checkout. Any user can still click the button to grab the encounter form back and prevent the front desk from posting the charges prematurely.

Review Sent Encounter Form: After all changes are made, and the encounter form is released, the front desk can select the visit in checkout and post the charges. Afterwards, you can no longer edit the electronic encounter form in PCC EHR. However, a “Billed” button will appear beneath the chart note. You can use it to review what procedures and diagnoses were sent to Partner.


What Was Sent to Partner: PCC EHR retains a record of the procedures and diagnoses you entered on the electronic encounter form, how they were linked, and how many units were indicated. After that information is sent to Partner, however, users may adjust that information in checkout or oops for billing and claim filing purposes. Those changes are not reflected on the electronic encounter form in PCC EHR.

Update Race, Ethnicity, Languages, and Communication Preferences During Checkin

Partner’s checkin program, along with the Patient Editor (notjane), now include ARRA-related patient information fields, including the race, ethnicity, language, and patient confidential communication preferences.

If your front desk enters new information in these fields in Partner, the information will appear in PCC EHR (in the patient’s Demographics chart section), and vice-versa.

Other Improvements in PCC EHR 6.5

In addition to the major features described above, PCC EHR 6.5 includes these simpler feature improvements.

  • Immunization Dosages of .1mL: Both PCC EHR and Partner now support immunization dosages as small as .1mL. This feature was added to support the small doses used for PPD and Flumist. You can adjust the default dosage in the Immunization and Disease table in the Table Editor (ted).

  • Billing Order Preservation: When procedures and diagnoses are sent to Partner with the Bill window and the Electronic Encounter Form, the precise order of the list of each is brought over and appears in checkout. PCC EHR has always preserved the order of procedures and diagnoses, but the new Linking and Units screen makes the order clear as you work.

Minor Bugs Squashed in PCC EHR 6.5

In addition to new and improved features, PCC EHR 6.5 includes small bug fixes that you may have noticed. Some of the more interesting bugs squashed are listed below.

  • Double Chart Notes: If two users opened the chart for an appointment at exactly the same time (within two seconds), PCC EHR occasionally created two chart notes for the visit, which could lead to confusion. This is no longer possible.

  • Canceled Orders in Visit History: In some situations, canceled orders appeared in the Visit History. This no longer occurs.

  • Schedule Screen Order Status Updates: The Tasks column on the schedule screen (which shows the orange ball indicator for pending orders) was not refreshing until the user took an action that refreshed the screen. Now new Task statuses appear on the schedule screen immediately.

  • Last modified: August 5, 2015