Signing in pocketPCC
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Signing in pocketPCC (2 minutes • 04/2025)
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Learn how to sign visits, phone notes, and documents within pocketPCC.
Related Articles
- Here are some related articles in Billing and Practice Management > Select Codes and Make an Encounter Ready For Billing > Clinical Tasks > Chart a Visit > Clinical Tasks > Select Codes and Make an Encounter Ready for Billing:
- This demo walks you through the charting experience in PCC EHR, focusing on many of our pediatric-specific features and workflows.
Chart with Answer Memory, Last Answer, and Your Custom Auto-Notes
PCC EHR has several unique tools that help you enter notes on a chart faster. Learn how to use Answer Memory, Last Answer, and Custom Auto-Notes.Prepare an Encounter for Billing
Learn how to review and link diagnoses and procedures and make a visit ready for billing in PCC EHR.- Learn how to use multiple protocols in a single visit.
Chart with Answer Memory, Last Answer, and Your Custom Auto-Notes
PCC EHR has several unique tools that help you enter notes on a chart faster. This help article lists those features and includes procedures and links for configuring them.Prepare an Encounter For Billing
Follow the procedure below to confirm the diagnoses and procedures for an encounter and make it ready for billing.Review and Edit Sibling Charts
You can open several sibling charts and work on them at the same time, flipping back and forth between them as needed.- Chart notes are made up of different sections, or elements, that a particular visit type needs. The custom chart note is called a protocol. You will see a different protocol for different visit reasons, and providers may have their own, custom protocols.
- Read the procedure below to learn about each step of a typical visit in PCC EHR.
Delete an Encounter from a Patient’s Chart
You can delete a visit created in error in PCC EHR. When you delete a visit, all vitals, chart notes, orders, and other items created for the visit are removed from the patient's record.Search the Patient Visit History or within a Charted Encounter
You can select Find from the Edit menu to search through a visit chart note, the medical summary, or another protocol-based chart section. You can also use your operating system's keyboard shortcuts (ctrl+F on Windows or Linux, command+F on Macintosh).- PCC EHR automatically checks your spelling as you type.
Find and Refine Diagnoses as You Chart
PCC EHR can help clinicians select a more specific diagnosis description. After they select a diagnosis, they can use a pull-down menu to refine the selection.- If a patient has an appointment today, or a provider has opened a chart note using the Visit History chart section, visit-related buttons for charting appear under the "Visit" headline in the lower- left navigation of the chart.
Set Up and Configure pocketPCC User Accounts
Follow the procedure below to set up pocketPCC user accounts at your practice.- Read how to get started with pocketPCC.
Create and Edit Phone Notes in pocketPCC
Use pocketPCC to enter phone notes, edit phone notes, and to create tasks.- If a patient or family requests that you amend information in their chart, you can now record that amendment request. For example, if a family objects to a diagnosis in the patient’s chart, you can create an amendment request on the visit for that day. While viewing a chart note (or phone note or message […]
- Use search tools to find any patient with pocketPCC
- A brief introduction to pocketPCC.
Receive and Send Patient Portal Messages in pocketPCC
Use pocketPCC to communicate directly with patient portal users.Hide Sensitive Diagnoses from the Patient Portal and Patient Reports
Contents1 Hide a Single Patient’s Diagnosis or Problem2 Where Does a Locked Diagnosis Still Appear? How Do I Send Records?3 Configure Default Hidden Diagnoses In PCC EHR, you can mark any diagnosis or Problem List, allergy, or Family Medical History list item as private. A private or “locked” diagnosis will not appear on patient reports […]Add pocketPCC to Your Home Screen
Follow the instructions in this article to add a pocketPCC app-style icon to your mobile device.Bill for Phone Encounters and Portal Messages
Your practice can bill for phone calls and portal messages. Read this article to learn how to chart and bill for a phone encounter (or portal message thread). You'll also find configuration instructions and tips for turning phone calls and portal messages into billable telemedicine encounters.- Learn how to navigate in pocketPCC. View your schedule, read and respond to messages, and search for a patient and view their chart.
Review a Patient’s Chart in pocketPCC
Review a patient's chart in pocketPCC. View a patient’s Medical Summary, Demographics, Immunization History, Visit History and Documents.- Use pocketPCC to enter and edit vitals.
Use pocketPCC to Add Photos or Upload Files to Patient Charts
You can take a photo with your mobile phone and use pocketPCC to upload it right into the chart. You can also use pocketPCC to upload a photo or a form sent to you by the patient’s family.Schedule, Chart, and Bill a Telemedicine Visit
Learn how to schedule, chart and bill a telemedicine visit with PCC.Dr Hagan On Performing Well Visits via Telemedicine
Can pediatricians perform well child visits with telemedicine? Will practices be paid? Dr. Hagan explains Well Visits via Telemedicine and provides his recommendations and ideas.Bill for Phone Encounters and Portal Messages
After you complete a phone note or portal message thread in PCC EHR, you can bill for the encounter right in PCC EHR.Schedule, Chart, and Bill a Telemedicine Encounter
Schedule a telemedicine appointment with optional video connection information and then chart and bill the visit using PCC EHR. Patients and families will see telemedicine information in the portal, and billers will have everything they need to post charges and queue up a claim.Sign Notes, Visits, and Documents in pocketPCC
PocketPCC includes the option to sign visits, phone notes, and documents, so you can complete your signing tasks conveniently, from anywhere. Sign in to PocketPCC from your phone or other mobile device. If your PCC EHR user account has permission to sign, even with a co-signer, you’ll have the option to sign under pocketPCC’s menu. […]Create and Manage Forms in PCC EHR
Start creating your own patient form letters in PCC EHR.Configure Provider Signatures for Patient Forms
You can upload provider signatures, set permissions for who is allowed to generate them, and include them on patient forms in the Forms Configuration tool in PCC EHR.- When you’re away from your work computer, you can use pocketPCC on your smartphone or tablet to create and send new prescriptions, process pending prescriptions, review medication histories, manage patient pharmacies, and more.
- Watch how to access PCC eRx from any device with a web browser and an internet connection. Log in to pocketPCC to create and send new prescriptions, process pending prescriptions, review patient medication histories, manage patient pharmacies, and more.