Clinical Tasks

Review a Patient's Chart

Training Videos

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  • Review and Update a Patient’s Immunization Record

    The Immunization History section of the patient's chart displays the patient's vaccine records. You can review immunizations, vaccine-preventable diseases, and forecasting of the patient's upcoming immunizations.

  • Navigate a Patient’s Chart

    When you first open a chart, you will see the Medical Summary screen. You can navigate to different sections of the chart using the buttons on the left.

  • Review and Update Patient and Family Demographics

    Use the Demographics section of a patient's chart to review and edit patient and family demographics, such as patient information, contact information, insurance policies, and siblings.

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  • Growth Charts

    Growth charts display plotted growth data, such as patient weight, height, and other vitals over time.

  • The Visit History Screen

    The Visit History screen displays a list of all visits, past or present, including any chart notes, documents, or other information related to each visit.

  • Immunization Forecasting

    When you review a patient's immunization record, either in a chart note or in the Immunization History section of the chart, PCC EHR can display a list of upcoming immunizations for the patient.

  • Work with Documents in a Patient’s Chart

    The Documents section of a patient's chart displays all documents in that chart, sorted by category.

  • Flowsheets

    The Flowsheets section of the patient's chart displays an historical review of a patient's diagnoses, completed labs, medical tests, screenings, and radiology, and vitals. For example, you can see the results of every time a patient had a specific lab test.

  • The Medical Summary

    When you open a chart, the Medical Summary is the first screen. It contains a configurable summary of patient information.

  • Allergies

    PCC EHR tracks allergies in each patient’s chart. When the chart is up-to-date, PCC EHR can automatically warn you about drug allergies as you prescribe, create lists of patients based on allergies, and display custom alerts to users whenever they work with a patient’s chart.

  • Use a Patient Care Plan to Improve Care for Chronic Patient Issues

    Use the Care Plan component, found on the Medical Summary or other protocols, to track, coordinate, and print the management plan for chronic patient issues.

  • How to Respond to Record Requests with PCC EHR

    When you receive requests for medical information about your patients, you can use various tools in PCC EHR to respond.

  • Record Sexual Orientation and Gender Identity in a Patient’s Chart

    Use PCC’s Sexual Orientation and Gender Identity components to securely record information in a patient’s chart. When a patient decides their gender identity is public, your practice can optionally display a patient’s pronoun and preferred name in the Appointment Book and elsewhere in PCC EHR.
  • Medical Summary Component Reference

    • Recent and Upcoming Appointments

      The Recent and Upcoming Appointments component, which can appear on the Medical Summary, Phone Notes, or any chart note, displays important information about a patient's appointments at your practice.

    • Reminders

      Use the Reminders box on the Medical Summary screen to note important patient issues that everyone who opens the chart should see.

    • Siblings Component

      The Siblings component includes a list of patient siblings and a button for opening their chart. It can appear on the Medical Summary, Phone Notes, or any chart note.

    • Confidential Notes and Other Confidential Fields

      Use the Confidential Information section on the Medical Summary screen to note private patient issues that should be hidden during casual chart review.

    • Family Medical History

      Use the Family Medical History component to chart medical history for family members.

    • History and Custom Note Fields

      The Medical, Family, and Social History components store and display relevant patient history. These chart-wide components can appear on the Medical Summary, Phone Notes, or any chart note protocol.

    • Medications

      The Medication History panel, on the Medical Summary screen, displays prescription information and medication history.

    • Problem List

      The patient Problem List is a list of patient issues. These items can be based on any diagnosis. On the Medical Summary screen, you can add or remove problems, and rearrange problems. The Problem List makes prominent patient issues clear to anyone who opens the chart.