PCC EHR 6.5 Migration Considerations

PCC EHR 6.5 introduces new features in many different areas. Use the guide below to learn about the “migration considerations,” or changes in PCC EHR 6.5 that need extra planning or training for your staff. Read the PCC EHR 6.5 Release Documentation for complete details on all feature updates.

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

Introduce Clinicians to the Diagnosis History

The new Diagnosis flowsheet can be a powerful tool for reviewing chronic problem history. Note that it only displays diagnoses and problems entered in PCC EHR. It is the new front page of Flowsheets, so all users will see it when they first visit Flowsheets.

Sorting Will Save By User: If your clinicians like to review diagnosis history by date, name, code, or incidence frequency, they can set the “Sort by” option on the Flowsheets page and PCC EHR will remember their preference.

Configure Your Office’s Medical Summary

Your office can now hide or rearrange components on the Medical Summary. Does your office want to hide the Social History or Allergies list? Would you rather have Medication History appear at the top? Once you decide, you can use the Medical Summary Builder in the PCC EHR Configuration Tool to make changes.

When you change your Medical Summary configuration, it effects all users and all patient charts. For a complete guide to using the Medical Summary Builder, read Configure the Medical Summary.

Adjust Office Workflow for the Electronic Encounter Form

If your office has never used PCC EHR’s built-in Bill screen and the electronic encounter form, now might be a good time to review the feature and consider implementing it.

If you already use these features to send procedures and diagnoses to Partner checkout, you should introduce both your clinicians and checkout staff to the key changes described in the PCC EHR 6.5 release documentation.

Learn More: For a step-by-step guide to the PCC EHR billing process, including all the new features in this release, read Send a Visit to Billing.

Other Configuration Changes: You can customize your electronic encounter form with the Encounter Form Editor. Now that the screens include units, you may also wish to adjust default units in the Table Editor (ted) or tweak your clinicians’ custom chart note protocols.

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, when they post charges in checkout or with the Correct Mistakes (oops) program.

Change Office Workflow for Collecting Race, Ethnicity, Language, and Communication Preferences

Your office can now record race, ethnicity, language, and communication preferences in four different places in Partner and PCC EHR.

  • when adding a new patient to Partner
  • on a new second screen in Patient Checkin (checkin)
  • in the Patient Editor (notjane).
  • in PCC EHR, in the Demographics section of the chart, located in the History section

Review your workflow and choose what will work best for your office.

New Screens in Partner: The new fields add an extra screen to checkin, notjane, and the new patient process. Typical Partner users learn to jump through screens quickly, and they may need a little extra time after your update to get used to the new screens.

Reports, Form Letters, Recaller: All of this new data, if you collect it, will be available in PCC EHR’s patient lists and reminders tools, your Partner form letters, and in Partner’s Patient Recaller. You may want to edit your form letters or adjust your recall strategy in light of the changes. Contact PCC Support if you need help making changes.

ARRA and PCMH: While these fields are optional, collecting them does help you meet one of the Clinical Quality Measures used to evaluate your qualifications for the ARRA incentive program and some PCMH programs.

Turn Off Communication Preferences?: If your office does not collect communication preferences, you can hide those fields from Patient Checkin (checkin). Visit the “Patient Check In” section of the Configuration Editor (ced) or contact PCC Support for assistance.

Adjust Immunizations for .1mL Dosage

Use the Immunization and Disease tables in Partner to adjust default dosages for the new .1mL dosage ability. This might be appropriate for PPD, TB Intradermal and Flu Mist entries in your tables. Check with your clinicians to be sure. If you need help editing the tables, contact PCC Support.

  • Last modified: August 5, 2015