Generate Forms in PCC EHR

Select a Form

Select a form in the Forms component in the patient’s chart to generate the form.

Enter Free Text if Prompted

If the form contains free text fields, respond to the prompts.

If you always add the same text to your free text prompts, consider creating a snap text entry for this field.

To learn more about Snap Text, read Expand Short Text into Common Phrases.

Select Encounter Data If Prompted

Some forms require additional input. If needed, select the visit, phone note, or portal message that contains the data you want to use to fill out the form. If prompted, select a provider to sign the form, and fill in free text prompt fields when applicable.

Signature Permissions: Your practice can restrict which staff members can generate a provider’s signature on forms. When a user doesn’t have permission to generate a provider’s signature, all variables except the signature image will auto-fill as expected. The signature area will remain blank to accommodate a wet signature. To learn more about configuring provider signatures, read Configure Provider Signatures.

Optionally Preview the Form

If the form was built using the Forms Configuration tool, you can preview it in real time as you fill it out.

If the form was built as a PDF, you must finish generating it in order to see it filled out.

Save the Form

Once fully generated, you can save the form to the patient’s chart, share it through the patient portal, print out a hard copy, add tasks, sign it, and more.

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.

Optionally Edit or Discard the Form

If you need to make changes to the generated form, click the “Back” button. To discard the form without saving it, click the “Discard” button.

Work with Your Saved Document

Once you are happy with the generated form, you can take the same actions with it as you would any other document in PCC EHR. To learn more about how to work with documents, read the article Work with Documents in a Patient’s Chart.