Generate Forms in PCC EHR

Click “Generate” in the Forms Component

Use the chart-wide Forms component to generate patient forms in PCC EHR.

Add Information if Prompted

When you click “Generate” or select a form from the drop-down, a pop-up appears prompting for any additional required information. If there is no additional information required, this step is skipped.

Review the Form

Review the form in the document viewer.

Use the back button to reenter form data as needed.

Forms Automatically Populate Information: PCC form letters can include variable placeholders which automatically fill in information about your practice, the patient, or a particular visit. If you generate a form letter from a visit, phone note, or portal message, PCC EHR can fill in the form letter using details from that encounter. If your practice has multiple locations, your forms can fill in practice information based on your working location.

Send, Save, or Print the Form

You can attach your form to a visit or order, save a copy in the patient’s chart, display the document in the patient portal (this option is selected by default), or print the form.

For more detailed information on how to generate and configure forms in PCC EHR, read Generate Forms for Patients.

Click “Generate Requisition”

Click the “Generate Requisition” button in the Lab or Radiology component of the chart note protocol.

Choose Requisition Information

Select orders and supporting diagnoses for the requisition. The options in the window reflect what you charted in the patient’s visit protocol.

Optionally Add Special Instructions

You can optionally define special instructions for the facility to follow.

Select a Facility

If generating a lab requisition, you can also include a facility name, address, and phone number on the requisition by selecting a lab from the “Facility” drop-down.

Generate the Requisition

Once the requisition options have been filled out, click “Generate”.

The generated requisition opens in a Document Viewer window. If you need to make a change, click the “Back” button and adjust the settings.

Review and Title the Requisition

Give your requisition a title, change the document category, and add tasks in the Document Viewer window.

Share, Save, or Print the Requisition

You can also choose whether to share your requisition to the patient portal. (Display in the Portal is selected by default.) You can print your requisition to hand to a family, or save it to the patient’s chart.