Configure User Roles and Permissions

Follow the procedure below to add a PCC EHR user.

Follow the procedure below to change a user's PCC EHR password or name, lock out a user, or unlock a locked user.

PCC EHR runs on a large server at your practice or in the cloud. A small software program, called the "client" software, runs on each of your Windows PCs, or MacOS workstations. How do you install the client software on a new laptop or desktop so it can connect to PCC EHR?

If the PCC EHR client software on your PC, Macintosh, or Linux device is not up to date, the login window will tell you.

PCC EHR has an Emergency Access mode which allows specified users to have access to features that would otherwise be locked. You can set who should have Emergency Access permission by granting the permission to any user role in the User Administration tool.

You can use the User Administration tool to define permissions and account attributes for the PCC EHR users at your practice. First, run the User Administration tool to define user roles. Then, assign one or more roles to each user account. Read below to learn more.

When a provider leaves your practice, there are certain steps that you should take to turn off their access to your PCC system, handle outstanding tasks and prescriptions, and remove them from your practice's day-to-day workflow.

Your practice can define which PCC EHR queues will appear when a user logs in. For example, a staff member at the front desk may not need to see prescription renewals or signing.