Complete Patient Intake
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Complete Patient Intake (4 minutes • 10-2026)
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Learn where to review patient history, chart vitals, set VFC status, confirm pharmacy, and more.
Related Articles
- Here are some related articles in Clinical Tasks > Get Started in PCC EHR:
- This demo walks you through the charting experience in PCC EHR, focusing on many of our pediatric-specific features and workflows.
Patient Arrival and Checked In Statuses
When your office checks in a patient, or when you click “Patient Arrived” or create a new visit while viewing a chart, PCC EHR indicates that the patient is here in the Visit Status column.Work with Today’s Patients on the PCC EHR Schedule Screen
The PCC EHR Schedule screen contains a list of patient appointments and tools for using that list.- You can access PCC EHR's online Help system directly, while logged in.
- Follow this procedure to log in to the PCC EHR.
- The sections below describe the many tools for finding and opening a chart, once you have logged in to PCC EHR.
- How to login, review your schedule, and navigate PCC EHR.
Review a Patient Chart in PCC EHR
Open a chart in PCC EHR and take a tour! This video provides an overview of the Medical Summary, Demographics and History sections of the chart in PCC EHR, while introducing how components and navigation work.Understand Chart Note Protocols
A quick summary of chart note protocols in PCC EHRUse Visit Status Counters to Know Where You’re Needed
Watch this video to learn seven great tips and tricks for improving your practice's visit workflow with PCC EHR's visit status counters.- Learn special techniques for searching for patient and account records.
15 Tips to Optimize Your PCC EHR Experience
A collection of easy yet powerful tips to help you streamline your workflow with PCC EHR.- PCC EHR includes several different tools and features that can help you manage the care you provide for your patients with chronic disease, disabilities, or other specific diagnoses.
Improve Care for Patients With Chronic Diseases and Special Needs
Use PCC EHR's features to create workflows that assist your practice in providing the best care to your patients with chronic conditions and special needs.New User Training for Clinicians
Use this new user training outline to learn how to complete clinical tasks in PCC.- Learn how to create and track lab orders for COVID-19 tests.
Send Chat Messages to Colleagues
PCC EHR's Chat allows you to message colleagues quickly without having to install and log in to a separate tool.Generate Outbound Lab and Radiology Requisitions
Contents1 Configure In-Office Lab Orders and Facilities1.1 Configure In-Office Lab Facilities1.2 Map In-Office Lab Facilities to Appointment Locations1.3 Configure a Default Facility for In-Office Lab Tests2 Set Up Default Document Categories for Lab and Radiology Requisitions3 Configure Provider Signatures to Automatically Appear on Lab and Radiology Requisitions4 Configure Custom Requisition Forms4.1 Learn More After ordering […]Generate Patient Forms with Information from a Specific Encounter in PCC EHR
Read this article to learn how you can generate form letters that include encounter and chart information in PCC.- This is a placeholder for the article excerpt, a one or two sentence summary.
Video: Group Chat Messages in PCC EHR
An overview of the group chat features in PCC EHR's chat tool.Send CHADIS Questionnaires Directly Through the Patient Portal
When you schedule an appointment in PCC, your practice can automatically send patients and families CHADIS questionnaires through the patient portal. Results will show up right in the encounter’s chart note, like any order. You can use CHADIS questionnaires to gather important diagnostic, screening, and other valuable information in advance of an encounter.Get Started with Direct Secure Messaging
Watch how to get started with Direct Secure Messaging, a HIPAA-compliant method in PCC EHR similar to email that empowers you to communicate and share records with other healthcare providers.Send, Receive, and Reconcile Direct Secure Messages
Learn how to send, receive, and reconcile Direct Secure Messages, a HIPAA-compliant method in PCC EHR that empowers practices to communicate and share records with other healthcare providers.Clinical Document Exchange: Initiator Role
Learn how to use Clinical Document Exchange to retrieve patient information from other health care providers in PCC EHR.Clinical Document Exchange: The Responder Role
Learn how to exchange clinical information with health care providers through Clinical Document Exchange, how to configure settings for patient consent, and how to get started with the Responder Role at PCC.Configure E-Lab Orders in PCC EHR
Learn how to configure electronic lab orders in PCC EHR.Add E-Lab Users and Import E-Lab Results
Learn how to grant permissions for access to incoming E-Labs in PCC EHR and how to import an incoming e-lab result.Unlink an E-lab Result from a Patient’s Record
Learn how to unlink an e-lab result from a patient's chart or encounter.- View the full Pre-Check-In process from the patient portal through PCC EHR.
- You can easily print specimen labels for labs that require specimen collection.
Chart Hands-Free with PCC Scribe
Get the basic overview of PCC Scribe: an integrated tool within PCC EHR that seamlessly and securely turns conversations into visit notes.Make Your Own PCC Scribe Templates
Learn how to build your own PCC Scribe templates, the key to unlocking the full potential of PCC Scribe.- Explore whether PCC Scribe is right for your practice and prepare to enable it.
- Learn everything about how to configure PCC Scribe, from the essentials to optional fine-tuning.
- Use PCC Scribe to transcribe visits and create chart notes.
- PCC's Erica Greenwood and Brian LaClair conduct a fake visit for a poison ivy rash and demonstrate how to chart the visit with PCC Scribe. Learn and laugh along the way as they show how to set up and use this flexible new tool.
- PCC Scribe is a powerful tool for increasing your sense of connection in the exam room and reducing documentation burden. PCC Scribe transcribes while you tend to your patient, then creates a draft chart note for you to review, edit, and import into the patient’s visit protocol. Here's how you get started once the tool is enabled.
Make Your Own PCC Scribe Templates
Set up templates that tell PCC Scribe how to chart for different kinds of visits.Run and Refine Reports in the Report Library
Learn how to run and refine reports in the Report Library.