Add and Configure a New Clinician to Your PCC System

When you add a new clinician to your practice, use the procedure below to ensure that all PCC functions will work correctly.

Contact PCC Support with questions about any of the steps below (1-800-722-7708, support@pcc.com).

Enroll the New Clinician With Your Insurance Payers

Contact your payers and enroll your new clinician. This is sometimes called “credentialing” a provider with the payer, or taking steps so that they are “participating” with the payer.

You will not be able to submit claims until the new clinician is enrolled.

Provide Your New Clinician With PCC EHR Training Materials

It’s never too early to start training your new clinician. Use PCC’s full New User Training for Clinicians outline, or customize it to suit your needs.

Add a New User Account

Add the individual to your PCC system in User Administration. Use PCC’s Add a New PCC User Account to create a user account.

Adding a Non-Clinical User?: Create the user account and select an appropriate role using the instructions outlined here: Add a New PCC User Account.

Add a Provider Group

Provider groups are used for reporting purposes. In most situations, you should create a new group for each new clinician.

Your office may have special reporting considerations for nurse practitioners, medical assistants, and other clinicians. You can set up individual groups, or a single, “Nurse” group depending on your needs.

Follow the procedure below to add a Provider Group.

Run the Table Editor (ted)

Run ted from the Partner Configuration window inside the Practice Management window in PCC EHR.

Open the Provider Group Table

From the list of tables, select table #19, Provider Groups.

Add or Choose a Provider Group

Decide on a provider group for your new provider. If none exists, add or clone an existing group to create a new one. Many PCC reports use provider groups.


Press F1Save after creating a new provider group, then press Q to return to the main menu of ted.

Add the New Provider on Your PCC Server

After you’ve created a new provider group, you can add the new clinician to your tables and assign them to the group. Follow the procedure below to learn how.

Open the Providers Table

From the list of tables, select table #8, Providers.

Add or Clone an Existing Provider

Press A or C to add or clone an entry, enter the number of an equivelant clinician at your practice, and press Enter.

Edit Names, ID#s, and Additional Provider Information

Fill out the fields for your new provider. Pay special attention to fields used for claim submission and reporting, as described below.

  • Provider Group: The “Provider Group” field should match the group you created in the procedure above, or another existing group.

  • Type: By default, clinicians have a Type of “Real”. If you are adding a PA or other non-physician provider, you can optionally set them to “Not Real.” Depending on your configuration, the “Not Real” setting can require users who post charges into the system to select a specific billing provider for Not Real providers. Contact PCC Support for help configuring provider billing behavior.

  • Initial: Be sure and select a unique “Initial” for your provider. If you have more than 26 providers, you can use upper and lower case letters.

  • Required ID Fields for Claim Submission: The Provider’s Tax ID, NPI, and Taxonomy Code are required for claim submission.

  • Taxonomy Code: When you enter a taxonomy code, you can use an asterisk (*) to search and select from a list. The taxonomy code for a pediatrician (208000000X) includes a run of six zeroes, which is easy to enter incorrectly.


When you are finished, press F1Save and Quit.

Add the Clinician’s PCC EHR Username to the Provider Entry

Enter the provider’s PCC EHR user information into the “EHR User” field.

Optional: Add Abbreviations

You may want to add an entry or entries to ted table #1, the Abbreviations table. You could create a few two or three letter abbreviations for your new provider to make your staff’s job easier in Practice Management tools.

Create Claim Holds

If a clinician is not yet credentialed with certain payors, you can create claim holds to prevent certain claims from being submitted. A claim hold prevents claims from going out for specific dates of service, billing providers, places of service, and insurance plans.

Read Hold Claims to learn more.

Contact PCC Support

Let PCC know that your practice is adding a clinician. Contact PCC Support (1-800-722-7708, support@pcc.com).

PCC can update your Notification Center configuration, adjust provider scheduling groups, and assist with eRx EPCS setup. We can also assist with special claim configuration for your new clinician.

Configure the Appointment Book for Scheduling Your New Clinician

Allow Scheduling in User Administration

Indicate that your new clinician can be scheduled for appointments.

Configure Visit Reasons

Enter default visit reason lengths for the new clinician in the Visit Reason configuration tool.

Create a Scheduling Template

Create at least one Scheduling Template for the new clinician in the Provider Hours tool.

Assign a Scheduling Template

Assign your new clinician’s scheduling template in the Provider Hours tool.

To learn more about how to configure these features, visit Appointment Book Configuration.

Customize Chart Note Protocols for the New Clinician

What will the new provider see on their chart notes? Use PCC EHR’s Protocol Configuration tool to assign existing protocols, and/or duplicate and customize protocols for different visit reasons.

Visit Configure Chart Notes and PCC EHR Components to learn more.

Automate Repetitive Entries with Auto-Notes and Snap Text

Clinicians can create their own entires for frequently-typed notes.

Read Insert Standard Text in a Chart Note Field, and Expand Short Text into Common Phrases to find out more.

Configure the Clinician’s PCC eRx Prescribing Role

Use the User Administration tool to define the clinician’s eRx role and permissions.

To learn how, read Set Up PCC eRx User Access.

If the clinician will be prescribing controlled substances, review EPCS: How to Enroll Prescribers and Prescribe.

Set the Clinician’s pocketPCC Security Question

Use the User Administration tool (or the My Account tool) to review and adjust the user’s security question. Then share your practice’s pocketPCC login URL and security question information so they can log in.

For more information, read Get Started in pocketPCC.

Optional: Sign in to PCC Email

Clinicians can access their PCC-provided email service using the steps in this article: Read Your PCC Email with Roundcube.

Optional: Set up SecureConnect

Practices can give remote access to clinicians in the User Administration tool. For more information, read Authorize Users for PCC SecureConnect.

Optional: Upload a Signature

Clinicians who want an electronic signature on file can upload their signature image in the Forms tool. Signatures should be written using a black pen on white unlined paper and scanned at a high resolution. Learn more here: Configure Provider Signatures for Patient Forms.

Optional: Sign Up for PCC Community and PCC News

If a clinician should be informed of important PCC announcements and news, or would like to connect with other practices that use PCC’s software and services, they should sign up for PCC News on the PCC Community site, if they haven’t already.

You can sign up to PCC Community here: https://community.pcc.com/

When there are important service updates, PCC reaches out to someone at your practice, calling or e-mailing. You can guarantee that you’ll get important updates to PCC features and services by signing up for PCC Community.

PCC Community is a Great Place to Get Answers: In addition to providing notifications from PCC, PCC Community also includes PCC Talk, an online forum where pediatric practices ask questions and help one another with issues facing their practice.

For more information, watch the Get Started with PCC Community and PCC Talk video.

  • Last modified: May 1, 2024