Configure Immunizations in PCC EHR

Read the article below to learn about how to configure immunizations in PCC EHR.

How Do I Manage 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.

Add, Remove, or Configure Your Immunization Procedures

When you want to add, remove, or update an immunization, start by updating the procedure that your practice performs.

Immunization orders and billing all point back to your practice’s core list of immunization procedures. You can update your immunization procedures in the Table Editor (ted) found in the Practice Management window. The Procedures table includes the billing procedure code, price, NDC, Dose Amount and Dose Unit for specific immunizations.

For a complete guide to all of the fields for a procedure and how to make changes, read Add and Configure Immunization and Medication Procedures.

Contact PCC Support

After you’ve updated your Procedures table, contact PCC Support.

Your PCC account team will configure the procedure so it will be linked to the patient’s immunization record, appear on your school forms, and be automatically submitted to your state immunization registry (if applicable). Your new or updated Procedure table entry must be correctly configured in the Immunization and Disease table along with under-the-hood system files, and you may have more than one Procedure table entry that would “count” for a given immunization.

Your PCC account team will review all of these settings to make sure the immunization is tracked correctly. In addition, PCC Support can help configure tracking for combination vaccines, such as Pediarix, so they will display according to your practice’s preferences.

Retire an Immunization So It Can No Longer Be Ordered

Your practice should never delete or overwrite an old immunization procedure. After all, 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.

Add or Remove Immunizations that Appear On a Chart Note Protocol

The Immunizations component can appear on any chart note. Use the Protocol Configuration tool to add it to a chart note.

You can customize which immunization orders appear in the component for a specific chart note protocol. 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.

Configure the Immunization History Screen

When you need to make changes to the layout and default order of immunizations that appear in the Immunization History section of the chart, use the Immunization Configuration tool.


Office-Wide Configuration: When you change your Immunization History layout, it effects all users and all patient charts.

Click and drag immunizations to set your office’s desired order. Select or deselect the “Display” checkbox to add or remove an immunization from your office’s default view.

All Immunization Records Will Appear: If a patient has a record for any immunization, it will appear on their Immunization History whether your office chooses to display it by default or not. For example, you can deselect an older vaccine, like IPV, and it will only appear for patients who have IPV in their records.

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 Partner School Form: You can also control whether or not the Diseases section appears on the School Form at all, or add it to your practice’s 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.

Configure Immunization Billing

Which diagnosis and procedure codes will appear on a claim when a clinician administers a vaccine?

You can configure the specific codes for each immunization in the Billing Configuration tool.

Read the Billing Configuration tool help article to learn more.

  • Last modified: December 15, 2020