Chart a Visit in PCC EHR

Read the procedure below to learn about each step of a typical visit in PCC EHR.

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.

You can access PCC EHR's online Help system directly, while logged in.

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.

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.

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.

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.

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.

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 […]

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 […]

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.

Your practice can generate visit forms, excuse letters, lab requisitions, and other form letters in PCC EHR. Whether you print forms on paper, or create electronic copies in the patient's chart and send them via the patient portal, PCC EHR can create the form you need.

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 special needs.

Contents1 Review a Patient Chart2 Chart a Patient Visit2.1 Patient Intake2.2 Chart an Encounter2.3 Record Diagnoses3 Create and Complete Medical Procedure, Screening, Lab, and Other Orders3.1 Order and Administer Immunizations3.2 Send Out for Labs and X-Rays3.3 Find and Share Handouts with Patients3.4 Complete Visit Tasks and Order Follow-Ups4 Prescribe Medications5 Prepare an Encounter for Billing6 […]

Contents1 Check In a Patient2 Manage the Schedule and Complete Tasks3 Reconcile Payments at the End of the Day4 Recall, Remind, and Notify Patients4.1 Send Routine Appointment Reminders4.2 Send Broadcast Messages4.3 Recall Patients Who Are Due for a Visit Use the outline below to learn how to complete front desk tasks in PCC. For personalized […]

Learn how to schedule, chart and bill a telemedicine visit with PCC.

PCC EHR includes a chat/instant messaging tool that lets you chat and send messages to other PCC EHR users.

Contents1 Review the Schedule Screen and Messaging Queue Daily for Billing Status Updates1.1 Ready to Post1.2 New Items2 Set Default Billing Status Filters3 Run the Encounters by Billing Status Report4 Establish a Billing Routine4.1 Contact PCC for Additional Workflow Support Your pediatric practice renders so many services in a day that it can be difficult […]

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 […]

Contents1 Generate a Form with Details from a Specific Visit2 Generate a Form with Details from a Phone Note or Portal Message Encounter3 Generate a Form With Details From a Patient’s Last Visit Your Client Advocate can create form templates that auto-insert patient vitals, provider signatures, and other information based on where you generate them […]

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.

Start creating your own patient form letters in PCC EHR.