Display Clinical Instructions in the Patient Visit Summary and Patient Portal
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Display Clinical Instructions in the Patient Visit Summary and Patient Portal (3 min • 10-2026)
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Learn how to configure the Patient Visit Summary and the Patient Portal to display the clinical instructions of your choosing.
Related Articles
- Here are some related articles in Clinical Tasks:
Add and Configure a New Clinician in your PCC System
Read this article to learn how to set up a new clinician in PCC EHR.Add and Configure Immunizations in PCC EHR
Use the Tables tool and other configuration tools in PCC EHR to define what vaccines and other medications your practice administers and how they will be ordered, tracked, and displayed. PCC Support can help you with any part of this configuration.CVX, MVX, VIS and NDC Codes in PCC
The CDC maintains lists of vaccines, their manufacturers, VIS publications, and NDC codes. With each immunization you administer, PCC stores this information and validates it based on the CDC's lists.Use Auto-Notes to Insert Your Standard Text in a Chart Note Field
PCC EHR can enter your default Normal or Abnormal notes at the click of a button while you chart.Configure PCC EHR Session Timeout (Automatic Logout)
You can configure how long an inactive PCC EHR window will remain open. Set the session timeout length in the Practice Preferences window in the Tools menu.- Nurses and physicians measure vitals and enter them quickly into a patient's chart. To make this process match your office's workflow, you can configure PCC EHR's temperature and blood pressure method defaults (oral, tympanic, right arm, etc.) as well as whether you use English or Metric measurements for other vitals.
Submit Immunization Records to CAIR
If your practice is located in California, you can use PCC software to submit your patients' immunization records to CAIR, the California Immunization Registry.- If your practice needs some visits signed and co-signed, you can turn on co-signing and then require it for specific users.
PCC EHR Configuration Introduction
You can configure PCC EHR to match your workflow and charting style. You can change how many screens behave in order to help your office find what they need quickly. The help articles below include procedures and references to make changes to PCC EHR's behavior.- You can turn on and off some of the columns on the Schedule screen.
Configure Lab Orders and Lab Tests in PCC EHR
PCC EHR's labs can contain several result fields, have default facilities, initiate tasks for the tasks queue, and use numerous other features. Your common labs can automatically appear for selection on appropriate chart notes. Read the sections below to understand everything you need to know about lab configuration.- Use the Professional Contact Manager tool to manage the list of your practice's professional contacts, school medical personnel, and other professionals who may be part of care plans for many different patients.
Configure Diagnoses in PCC EHR
Clinicians can select diagnoses on a chart note, or add a new diagnosis to a patient's Problem List. Read the sections below to learn how to configure how diagnoses are recorded.- PCC EHR can alert you about specific clinical concerns, based on a patient's demographics, diagnoses, or other complex criteria combinations.
Submit Immunization Records to Your Registry
PCC EHR can automatically send completed immunization orders to your local immunization registry.- This video provides an in-depth look at lab order configuration in PCC EHR. Along the way, you'll learn how to assign specific LOINC tests to a lab order, configure an order for electronic results, control default order privacy settings, and more.
Configure User Selection Lists
EHR user drop-down lists can be configured to sort in numerous ways.Configure Visit Statuses in PCC EHR
PCC comes with a set of visit statuses that you can use to indicate patient status on the schedule screen. PCC encourages each practice to configure its own visit statuses to compliment the practice's workflow.Manage Prescription Activity on the Rx Queue
Use the Rx Queue to sign prescriptions and approve renewal requests that are waiting for review.Use Orders to Track Clinical Data
Use Orders to Track Clinical Data for Program Requirements: CQMs, Meaningful Use, PCMH, and more.Configure Document Categories, File Sources, and Default Behaviors
PCC EHR enables you to pull in documents from various sources and attach them to charts, visits and orders. Use the Document Administration tool to configure defaults and options for how PCC EHR handles these documents.Configure PCC EHR for Telemedicine Encounters
Learn how to configure PCC EHR for telemedicine encounters.- Learn how to create and track lab orders for COVID-19 tests.
Switch to the Forms Configuration Tool
Switch to a new forms solution in PCC EHR that empowers you to create and manage your own auto-filling forms, handouts, policies, and letters.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.Manage Your Practice’s Room List
Manage your practice’s exam room list using the Rooms configuration tool in PCC EHR. Users with permission will find “Rooms” under the Configuration menu. Click “Add” to create a new room. Room names can be between 1 and 4 characters, and can use any letter, number, or symbol. Names must be unique. Click “Save” to […]- You can easily print specimen labels for labs that require specimen collection.
Use Custom Flags for Scheduling, Alerts, and Reporting
Custom status flags grant your practice special powers for handling unique needs.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.- 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.