Configure PCC Scribe
Once PCC Scribe is enabled, you can configure user access permissions, Scribe templates, and other related settings.
Initial Configuration
Learn how to grant user permissions and help new users get started with PCC Scribe.
Enable PCC Scribe
If you haven’t already done so, learn how to get started with PCC Scribe and contact PCC Support to enable the feature.
Configure Scribe Users
In the User Administration tool, add the “Scribe” permission to one of your existing user roles, or create a new role for PCC Scribe access and assign it to the right users.
The next time users with that role log in, they will be able to access PCC Scribe.
PCC Scribe is designed primarily to assist doctors, nurse practitioners, physician associates, and other credentialed clinicians responsible for documenting the medical encounter. However, if the nurses and medical assistants at your practice do a lot of free-text charting, they might benefit from PCC Scribe access too.
Remind Users to Set Up the Default Scribe Template
Templates tell PCC Scribe what kind of notes to generate and where to insert notes into visit protocols. The first step for every new PCC Scribe user is to finish setting up the default template provided by PCC.
Remind new PCC Scribe users to edit the default template in File > My Account > Scribe Templates and select a component.
The component is where PCC Scribe will insert the note into the patient’s visit protocol when the default template is used.
Share these instructions with new PCC Scribe users to help them complete this initial configuration.
Once the default template has been configured, new Scribe users can start using PCC Scribe right away.
Recommended Configuration
Once users get a feel for PCC Scribe using the default template provided by PCC, create custom Scribe templates that work with your practice’s visit protocols.
Configure Custom Scribe Templates
PCC Scribe can fill out some of the components in your existing protocols, but you need to tell it how. That’s where templates come in.
Templates are user-configured sets of instructions that tell PCC Scribe how to structure notes for certain kinds of visit protocols. Scribe users at your practice can create their own Scribe templates and copy templates from each other.
As your practice gets started with PCC Scribe, consider having one or two users configure custom templates that everyone else can copy. As everyone becomes more familiar with PCC Scribe, users can begin to tune their Scribe templates to their own preferences.
Learn how to Make Your Own PCC Scribe Templates.
Optional Configuration
PCC Scribe has additional configuration options and may also change how you set up your visit protocols, what’s shared on patient reports, and which parts of the visit note appear in the portal.
Configure the Time Frame for Automatic Deletion of Scribe Tool Content
The transcripts, draft chart notes, context notes, and instructions stored in the Scribe tool are useful for creating documentation of the medical encounter, but they aren’t meant to serve as documentation in and of themselves. For this reason, Scribe tool content is automatically deleted after 21 days.
You can change the automatic deletion time frame for your practice’s Scribe tool content in Practice Preferences.
Scribe tool content cannot be recovered once it has been deleted.
Create or Update Your Designated Record Set Policy: Protect your right to delete PCC Scribe content by creating or updating your practice’s Designated Record Set policy. This type of policy clearly defines which documents are used for medical decision-making. Speak with counsel for help developing a Designated Record Set policy that meets your needs while complying with state laws and professional standards.
Check Your Patient Visit Summary and Patient Portal Settings
You can choose which chart note information displays on the Patient Visit Summary report and in the patient portal. Check that the components you will be saving scribed chart notes into are shared appropriately on the Patient Visit Summary report and in the patient portal.
Create a Component for Documenting Patient Consent
Your practice may decide to capture verbal consent from patients to use PCC Scribe. If this is your workflow, create a component to document the patient’s response and add it to your Scribe templates.
Create an Ambient Scribe Consent Component
Open Protocols from the Configuration menu, then click the “Component Builder” button.
Create a new component called “Scribe Consent” and select “Generic Text Edit” as the Component Type.
Save and exit out of Protocol Configuration.
Add the Scribe Consent Component to Your Scribe Templates
Open My Account from the File menu, then click on the Scribe Templates tab.
Open each of your templates and add the Ambient Scribe Consent component.
Tailor the instructions to your specific requirements.
Test and Adjust as Necessary
Create a fake visit encounter for a test patient and click “Listen” to start PCC Scribe.
Out loud, simulate a conversation between yourself and a patient aimed at obtaining consent to use PCC Scribe to transcribe the encounter.
Click “Stop”, then open the Scribe tool and generate a note.
Review the Ambient Scribe Consent section.
If you need to change the output, adjust the instructions on your templates.
Tailor Visit Protocols to Scribe Workflows
You can use PCC Scribe with your existing visit protocols, but you might learn over time that PCC Scribe changes the way you like to organize information in the chart. If you need to, you can adapt your existing protocols or create new ones to pair with PCC Scribe.
For example, in manual charting you probably use a radio button component to document your physical exam.
With PCC Scribe, you might instead speak your findings out loud to the patient and expect your observations to be summarized in a text field as a bulleted list.
To accommodate the PCC Scribe workflow, you could create a generic text edit component for the Physical Exam and add it to your existing visit protocols. Alternatively, you could create a new set of PCC Scribe-specific protocols that have a generic text component for the Physical Exam.
Before changing your protocol configuration, consider who else might be impacted at your practice. Are other clinicians using the protocols you want to update? Are those clinicians also using PCC Scribe to chart their visits? Check with your team before making any changes.
Finally, if you decide to create new protocols, remember to map them to visit reasons so that they are automatically selected when patients schedule their appointments.