Review a Patient’s Chart in pocketPCC

Patient charts in pocketPCC include much of the information found in PCC EHR.

You can review a patient’s Medical Summary, Demographics, Immunization History, Visit History and Documents. Most of these sections are read-only in pocketPCC; however, you can edit phone notes and portal messages from the Visit History.

For more information about phone notes, read Create and Edit Phone Notes in pocketPCC, and to learn about working with portal messages, read Receive and Send Patient Portal Messages in pocketPCC.

Review a Patient’s Medical Summary

Whenever you select a patient from your schedule, or search for a patient with the “Find Patient” button, you are taken directly to their Medical Summary.

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Scroll up and down to see each component in the Medical Summary. Your practice can customize the Medical Summary to include the patient’s Problem List, Medication History, or Care Plans, for example.

If you are in another section of the patient’s chart and need to get back to the Medical Summary, click the Chart button and select “Medical Summary”.

Clinical Alerts: When you select a patient, a pop-up will display the Clinical Alerts applicable to that patient. You can scroll through the alert(s), and click the continue button to close them.

Configuration: Read the Configure the Medical Summary article to learn how to change the layout and content of your practice’s Medical Summary chart section. The only component that can not appear in PocketPCC is the Growth Charts component.

Review Patient Demographics

When you want to see additional information for the patient whose chart you are reviewing, click the Chart menu and select “Demographics”.


You can review additional information about the patient and their family, including the patient’s PCP, any patient or account flags, communication preferences, and account information including recent billing history and any insurance copay.

Some mobile devices will even allow you to make calls by clicking on the phone numbers listed in the patient’s account information.

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Configuration: Read the Configure Demographics article to learn how to change the layout and content of your practice’s Demographics chart section.

Review Visit Chart Notes and Other Encounters

You can use pocketPCC to review patient encounters.

When you want to see a visit chart note, or other type of patient encounter, click on the Chart menu and select “Visit History.”


On the Visit History, pocketPCC displays all visit chart notes, phone notes, portal messages, eRx encounters, follow-up tasks, unattached documents, and unsolicited lab results. If you want to limit the type(s) of encounters displayed, you can filter the history using the gear button.


Click on any encounter in the Visit History to view the chart note.


You can review visit chart note components. For example, you can check up on orders and read their results.

If a visit chart note has more than one protocol, you can scroll down to review each protocol.

Limitations to Chart Notes in pocketPCC: As of PCC 8.3, pocketPCC can display most standard charting components and encounter types. Some specialized components, such as medication reconciliation, growth charts, amendment requests, and some immunization details such as forecasting, VFC, and diseases, can not yet appear. When you need to guarantee a complete, detailed review of a patient’s chart, you should refer to PCC EHR.

Review Immunization History

When you want to see a patient’s immunization record, click the Chart menu and select “Immunization History”.


The Immunization History section in pocketPCC displays all immunizations that are recorded in the patient’s chart as administered, refused, or contraindicated. Any outstanding “ordered” vaccines will appear at the bottom, along with any recorded diseases.

Only immunizations that the patient has records for will appear. The name and order of immunizations matches your PCC EHR configuration.

Review All of a Patient’s Documents

You can see all of your patient’s documents when accessing their chart through pocketPCC, including documents that are not attached to a specific visit.

When you want to review a patient’s documents, click on the chart menu and select “Documents”.


You can see all of the documents in the patient’s chart, organized by category. As with PCC EHR, category names only show if there are documents in that category.

When you click on a category, you will see information for each document within that category, including the number of pages in the document, what visit it is attached to (if applicable), if it has been made available in the patient portal, and if it is waiting on a provider’s signature.

You can open a document by clicking the “Download Document” button.

You can also view documents from the Visit History section of the chart.

If tasks exist for a document, they will be accessible from the Messaging queue.

  • Last modified: February 14, 2018