Before you can chart, order, bill, and track an immunization at your practice, you must first add it to your PCC system. Read the procedure below to learn how. In addition to adding a vaccine that you will administer, you can use the steps below to add vaccines that your practice will track but will never administer. You can also add medication procedures.
Contact PCC Support: PCC Support can walk you through this process and help you with any step.
COVID-19 Vaccines: For a brief COVID-19 version of these instructions, including all of the known details of current and upcoming COVID-19 vaccines, read COVID-19 Vaccines in PCC EHR: Configure, Order, Administer, and Track.
- 1 Add or Update an Immunization on Your PCC System
- 2 Configure Which Immunization Orders Appear on Chart Note Protocols
- 3 Map Z23 and Billing Procedure Codes to an Immunization Order
- 4 Customize How Immunizations Appears in the Patient’s Chart
- 5 Configure Diseases on the Immunization Record
- 6 Add Medications and Other Injectables
- 7 Retire an Immunization So It Can No Longer Be Ordered
- 8 Manage Immunization Lots and Inventory
Add or Update an Immunization on Your PCC System
Open Your Practice’s Procedures Table
Open the under-the-hood Procedures table in the Table Editor. You can find the Table Editor in the Partner Configuration menu in the Practice Management window of PCC EHR. PCC Support can help you complete this step.
Add or Edit a Procedure
Add a new procedure, or edit an existing procedure.
Add a New Entry, Or Update an Old Entry?: If you are updating a price or correcting a problem with a procedure, you can edit an existing entry. However, if you have switched suppliers for a vaccine, or are now administering a different dose, PCC recommends you clone your existing procedure to create a new one with the same procedure code. For example, a new manufacturer will have a different NDC code, and your records should reflect which NDC code was on the medication you administered.
How Do I Delete a Procedure We No Longer Perform?: Your practice should never delete or overwrite an old immunization procedure. You may have outstanding orders or old records which are still based on that retired immunization procedure. Instead, your practice may want to retire an immunization, or render it no longer “order-able”, so you don’t see it when you order or administer shots. Contact PCC Support for assistance in retiring an immunization your practice no longer administers.
Enter Information For the Immunization
Edit each data field for the procedure that your practice performs. Keep in mind that this is the vaccine procedure, and immunization administration is billed as a separate procedure.
Use the reference below to understand each data field related to a procedure for an immunization or medication.
Procedure Name: You can name procedures anything that will be useful for your practice. If you sometimes provide a medication from a different manufacturer, or you sometimes use a brand name version and sometimes use a generic, PCC recommends you create separate Procedure table entries and include the manufacturer or brand name in the Procedure Name field so your office can select the correct version. For example, you might name a rotavirus vaccine “Rotavirus Vaccine (Rotateq)”. Since there are several different COVID-19 vaccines with different doses and schedules, you could incorporate the manufacturer into your procedure name, such as “COVID-19 (Pfizer)” as shown above.
Accounting Type: Billable procedures you perform in your practice should have an accounting type of “Revenue”.
Procedure Group: The Procedure Group field is a customizable value used for reporting purposes; it does not affect billing or how a procedure is ordered or completed. Select an appropriate Procedure Group, such as “Immunizations”.
TOS: The Type of Service field should read “Medical Care” for all immunizations or medications you administer.
Units: In almost all situations, enter one (1) unit. The Procedures table lists the smallest, standard administered value for the vaccine or medication. If you often administer more than one unit, your practice will select additional units in PCC EHR. If you always administer two or more units of a medication, then you could indicate that in the Units field and also change the Procedure Name to “Drug Name (2 Units)”, for example.
NDC: Enter the National Drug Code for the immunization or medication. The National Drug Code is a standardized 10 digit number, expanded to 11 digits for claim purposes, used to uniquely identify the vaccine or medication you administer. The first four or five digits usually refer to the Labeler or Manufacturer. The next four digits indicate the Product Code. The last two digits indicate the Package Code. NDC may not be required by a commercial payer, but it is required for many Medicaid plans and is a HIPAA standard. You can check the labeling on the vaccine or medication to find the NDC. You can also cross-reference the National Drug Code Library.
From the Vial, Not the Box: You should enter the NDC code printed on the smallest administered dose, such as the specific tube, vial, or pouch that contains the vaccine or medication. Do not use the NDC code printed on a box or carton that contains more than one dose.
In the example above, you can see that the last two digits of the vial you administer are different from the last two digits on the box. You should enter the NDC code from the vial, not the box.
Dose Amount and Dose Units: Enter the dose amount and dose units found on the vial, pouch, or tube that you administer. For example, the Pfizer COVID-19 vaccine is administered as 0.3 mL, so you would enter “0.3” and “mL”. Why do you need to enter a Dose Amount and Dose Units when the NDC should communicate that? The information may appear redundant, but a clinician might administer only part of the full package contents as indicated by the NDC code, such as in the case of a multi-dose vial.
TriCare and Other Special Coding Requirements: Some payers may require a different value in the Dose Amount and Dose Units fields. For example, some billers have reported that TriCare requires “1” and “UN” to indicate one unit in these fields for Hib, DTaP-Hib-IPV, MMR, and Varicella. If a payer has their own rules, you can create new Procedure table entries to accommodate those rules for billing.
Procedure Code or CPT: Enter a billing procedure code for the vaccine or medication. PCC does not provide or distribute CPT codes. Enter the same code for all schedules. PCC supports optional schedules due to deprecated “local codes”, which are no longer part of the claim standard. If your practice has a schedule specifically configured for Medicaid billing, and your state Medicaid program requires a modifier, you can enter the full code + modifier in the “CPT” field for that schedule. Optionally, you can clone this Procedure entry and create a specific version of the procedure for Medicaid billing.
Price: Enter a price for the procedure in the fields for each schedule. The price should be identical in all fields, though some practices use different fee schedules for TOS payment or Medicaid vaccines. Many PCC practices use the “Schedule C” price to indicate the $0 VFC price for the immunization. The example of “.01” in the image above is for illustration only and is not a fee suggestion.
Create or Adjust Entries in Your Immunization Manufacturers Table
Next, review and update your practice’s Immunization Manufacturers table in the Table Editor (
Your table may already include Moderna, for example, but you may need to add Pfizer.
Create Entries in the Immunization and Disease Table
PCC Support will complete this step for you. Contact them at firstname.lastname@example.org or 1-800-722-1082.
The Immunization and Disease table handles how specific immunization procedures align with vaccination and/or diseases. Contact PCC Support for assistance.
Configure Your System to Display, Print, and Submit the Immunization to Registries
PCC Support will complete this step for you. Contact them at email@example.com or 1-800-722-1082.
Your Client Advocate or other PCC support team member will add the new vaccine to four “under-the-hood” configuration tables, work with you to make adjustments to your printable immunization school form(s), and work with you to test the configuration and make sure that the new vaccine appears correctly in PCC EHR and can be automatically submitted to your practices immunization registry.
Configure Which Immunization Orders Appear on Chart Note Protocols
Use the Protocol Configuration tool to add immunizations to the Immunizations component for specific chart note protocols.
The Immunizations component can appear on any chart note, and a clinician can always search and find any immunization order. You can save clinicians’ time by putting specific immunizations right on your practice’s chart notes, so they will be available with a single click. For example, you can add the age-appropriate immunizations to chart note protocols for each well visit. Then a user could more easily click to order each immunization for that visit, instead of having to type in the shots they need.
Read the Add Specific Imms to a Protocol help article to learn more.
Map Z23 and Billing Procedure Codes to an Immunization Order
When a clinician clicks “Order” next to a vaccine (or a medication procedure), PCC EHR can automatically place diagnoses and procedure billing codes onto the encounter for billing. When you add a new vaccine, use the Billing Configuration tool to map precisely which codes should be triggered by that order.
For most immunization orders, add the Z23 diagnosis code and the billing procedure that you added to your Procedures table.
Read the Billing Configuration help article to learn more.
Customize How Immunizations Appears in the Patient’s Chart
Use the Immunization Configuration tool in PCC EHR to configure the order that immunizations appear in a patient’s Immunization History. Use the same tool to set whether or not the immunization will always appear in a patient’s chart or will only appear if they have had a dose.
Click and drag to rearrange how immunizations appear in a patient’s chart. Click the “Display” checkbox next to all immunizations you would like to appear in a patient’s Immunization History, even if they have never received a dose.
Office-Wide Configuration: When you change your Immunization History layout, it effects all users and all patient charts.
All Immunization Records Will Appear: In a patient’s chart, the Immunization History will display all immunizations that a patient has received. You can also configure an immunization to appear on every patient’s record, even if they have never received a dose. For example, since all patients should receive an IPV, most practices select “Display” next to “IPV” in the Immunization Configuration tool. In contrast, a practice might sometimes administer a cholera vaccine, but would only need it to appear in the patient’s record if a patient received it. They therefore would not check “Display” next to Cholera.
Edit Immunizations or Add Combination Vaccines?: The list of available immunizations in PCC EHR comes from your Procedures table in the Practice Management window, which is then combined using your practice’s Immunization and Disease configuration. Contact PCC Support for help editing immunizations or adding new combination vaccines.
Configure Diseases on the Immunization Record
The Diseases section of the patient’s immunization record can display dates for any of the 28 diagnoses associated with vaccine-preventable diseases, whether the patient has had the disease or has serological evidence of immunity.
Your practice can specify which of the 28 vaccine-preventable disease diagnoses should appear in the Immunization History, on patient reports, or be sent to an immunization registry.
To make changes, open the Immunization Configuration tool and select the Diseases tab.
For each of the 28 diagnoses, you can select whether or not it will appear on the patient’s immunization history, on reports, and whether or not disease immunity will be sent to an HL7 compliant immunization registry.
For example, if a patient is diagnosed with the flu, you may not want to display that in the Diseases section of the patient’s immunization record. Or, you may want HPV to appear in the chart but not appear on patient reports, such as the Patient Visit Summary. (By default, the HPV disease diagnosis will be marked to not appear on patient reports, and the immunization registry options will be disabled.)
Is Your Registry Ready?: Many immunization registries are unable to accept disease diagnoses. This feature is turned off by default, and you should work with PCC Support before turning it on for any disease diagnosis.
Customize Your Immunization School Form: You can also control whether or not the Diseases section appears on printable immunization school forms, or add it to a custom immunization form. Call PCC Support for more information.
Turn All Diseases Off and Remove the Diseases Section: If your practice does not want to display the Diseases section in the chart or on any reports, you can disable all checkboxes for all disease diagnoses.
Add Medications and Other Injectables
Your practice can use the steps in this article for medications you administer, not just immunizations.
Many pediatric practices administer albuterol, dexamethasone, diphenhydramine, ceftriaxone, decahedron, and epinephrine. You can add each of these to your Procedures table and configure an order in PCC EHR to make it easy to chart, order, bill, and track them with a single click.
Retire an Immunization So It Can No Longer Be Ordered
Your practice should never delete or overwrite an old immunization procedure. You may have outstanding orders or old records which are still based on that retired immunization procedure.
Instead, your practice can retire an immunization, or render it no longer “order-able”, so you don’t see it when you order or administer shots.
Contact PCC Support for assistance in retiring an immunization your practice no longer administers.
Manage Immunization Lots and Inventory
To learn about the Lot Manager and how to use the vaccine inventory tools in PCC EHR, read the Immunization Lots and Vaccine Inventory Management article.