Find and Open a Patient Chart

Select a Patient From the Appointment List

Use the Schedule screen to find a patient you wish to review. You can use the calendar to pick a different day and use the Provider or Location drop-down menus to limit which appointments appear.

You can also find a patient on the Visit Tasks, Phone Tasks, or Signing Queue and then click “Open Chart”.

Alternative: Open a Recently Opened Chart

If you have opened a chart previously, you can start typing or use the pull-down arrow in the Find field to open a recently opened chart.

Alternative: Search for a Patient

You can find a patient by entering part of their name, their phone number, or their birthdate in the search box. Then press Enter or click “Find”.

Search Tips: You can enter a patient’s date of birth with either a 2-digit or 4-digit year (01/15/99 or 01/15/1999), and you can include slashes (/) or not (01151999). For phone numbers, enter seven or ten digits with any formatting (800-722-1082, or 8007221082). You can also search by patient PCC number by preceding a number with “pcc” or “patient”. For more information, read Search for Patients and Accounts in PCC EHR.

Double-Click on Patient Name or Select and Click “Open”

To open a chart, either double-click on the patient’s name or select them and click the “Open” button at the bottom of the screen.

Review Chart

Use the navigation buttons on the left-hand side of the screen to review sections of the chart or chart a visit.