Clinical Oversight Reporting with PCC

You can use PCC reports to identify problem areas in your well visit rates, review your vaccine inventory, and evaluate your clinical workflows. The tables below show PCC’s recommended reporting tools for clinical operations, strategy and patient population management.

The reports shown below are only a few of the built in reports available in the Report Library. All Report Library reports are customizable by your practice, whenever you need to make adjustments.

The listed reports are recommendations only, because every practice’s situation and needs are different. As a pediatric office manager, clinical manager, or practice owner, you can evaluate which reports will help you address the clinical oversight that your practice needs. Contact PCC Support at any time to discuss your particular reporting questions, or if you’d like help designing a custom report.

Contents

1 Clinical Operations Oversight
2 Strategic Clinical Oversight
3 Patient Population Management

Just Getting Started?: If you’re just getting started with using PCC’s tools for clinical oversight, PCC recommends you take a look at your Practice Vitals Dashboard, where you can evaluate performance on various practicewide metrics.

Clinical Operations Oversight

Frequent and thorough clinical operational oversight helps your practice run smoothly. PCC offers many operational reports to help you know where to revisit your workflows.

Phone Note and Portal Messaging Oversight

Report Name	Purpose	Where to Find
Phone Encounter Performance	Track your staff’s phone note response time, report on phone tasks, and gather data for PCMH.	Reports Menu
Portal Message Response Time	Track the time between the receipt of a portal message and the response.	Report Library
Patients with Portal Users	Find all patients who are linked to patient portal users. Search by upcoming appointment date, screening completion, relationship to portal user, and other criteria.	Report Library
Portal Activity for Patient	Discover portal activity for a specific patient.	Report Library
Portal Payments	Find portal payments by date range.	Report Library

Broadcast and Text Message Oversight

Report Name	Purpose	Where to Find
Broadcast Message Log	View message counts per broadcast message run. Message status counts may take a day to become accurate.	Report Library
Single Text Log	View single patient text messages sent by your practice.	Report Library
Inbound Messages	View replies to email and SMS messages sent by your practice.	Report Library

Vaccine Inventory Oversight

Report Name	Purpose	Where to Find
Vaccine Lot Manager	Add a new immunization lot to your system, change the status of an old lot, or make manual adjustments to lot amounts.	Report Library
Vaccine Inventory Reconciliation Worksheet	Compare PCC EHR vaccine inventory with vaccine inventory in the refrigerator.	Report Library
Vaccine Inventory Transaction Log	View increases and decreases for a single vaccine lot to verify inventory quantity.	Report Library
Immunization Administration Details	View vaccine administration details for a given date range, including funding source, VFC eligibility, insurance policies, and administering user.	Report Library
VFC Patient Population	View your patient population by VFC Eligibility Status and Age based on the last visit that included administered immunizations.	Report Library

Orders, Labs, and Test Result Oversight

Report Name	Purpose	Where to Find
Orders by Visit	Report on types of visits while including order types. Find out the order status of referrals, screenings, immunizations and other criteria, based on the type of encounter.	Report Library
Orders Data Source Report	Customize the Orders data source report to find segments of your patient population based on orders placed during any encounter.	Report Library
Test Results Data Source Report	Customize the Test Results data source report to find discrete test results, including e-lab and manual entry results.	Report Library
Prescription Activity Data Source Report	Customize the Prescription Activity data source report to find and follow up on prescription activities. Filter by status, drug, prescriber, substitutions, and other criteria.	Report Library

Strategic Clinical Oversight

Practice-wide oversight reviews are available in the Practice Vitals Dashboard, where your Clinical Pulse shows weighted scores for your practice’s performance. When you want to find out more on a specific clinical topic, turn to the Report Library to find out exactly the information you’re looking for.

Report Title	Purpose	Where to Find
Well Visit Rates	Find what percent of your practice is up to date on their well visits. Filter by location, provider, and other criteria.	Practice Vitals Dashboard
Immunization Rates	Find what percent of your practice is up to date on their immunizations. Filter by location, provider, and other criteria.	Practice Vitals Dashboard
Screening Rates	Find what percent of your practice is up to date on their screenings. Filter by location, provider, and other criteria.	Practice Vitals Dashboard
Clinical Quality Measure Reports	Get aggregate data for your practice on screening follow-up, weight assessment and counseling, immunization status, documentation of current medications, treatment for pharyngitis and treatement of upper respiratory infections.	Report Library

Patient Population Management

You can understand, track, and recall segments of your population using care plan and recall reports in the Report Library.

Report Title	Purpose	Where to Find
Care Plans by Date	Find care plans by creation date and status. This report references the Care Plan component to help your practice track and manage complex cases.	Report Library
Preventive Care Recall	Recall patients who are overdue for preventive care visits.	Report Library
Overdue Vaccine Recall	Find patients who are forecast to be due, or overdue, for specific vaccine families.	Report Library
Chronic Condition Recall	Recall patients who have chronic conditions that need management.	Report Library
Patient List Data Source Report	Create a custom patient list including or excluding specific criteria.	Report Library

To recall your patients, use Broadcast Messaging from any of these reports and send a message to your patients.

When in doubt, contact PCC at (800)722-7708 or open a ticket by emailing support@pcc.com

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