Generate Forms in PCC EHR

Your practice can generate visit forms, excuse letters, camp forms, and other forms in PCC EHR. Whether you print forms on paper, or create electronic copies in the patient’s chart and send them via the patient portal, PCC EHR can create the form you need.

Print a Batch of Visit Forms for the Day

Use the Print Visit Forms tool to print a batch of visit forms for all of a day’s encounters.

For more information, read Print Visit Forms.

Generate and/or Print a Single Form

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

Your practice can add the Forms component to chart notes, your Medical Summary, Demographics, or any other PCC EHR ribbon in order to support your workflow. You can also configure which forms will appear by default for “one click” generating on each chart note. The Forms component will always display the drop-down menu giving you access to all forms.

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.

Next, PCC EHR opens the Document Viewer, where you can review the form, optionally attach it to a visit or order, choose where to save a copy in the patient’s chart, indicate whether or not it will appear in the patient portal (this option is selected by default), or print it.

By default, PCC EHR will save forms to the “Forms” document category in the patient’s chart. You can change this default on the Assigned Categories tab in the Documents Administration tool (see below).

Forms Fill in Variables: PCC form letters can have form letter variables which automatically fill in with information about your practice, the patient, or a particular visit or issue. Certain variables can even tell if they are being generated within a chart note, and fill in the form letter using details from that specific visit, phone note, or portal message. If your practice has multiple locations, PCC EHR can fill in practice information based on your working location.

Generate Immunization School Forms in PCC EHR

Click “Print” at the top of a patient’s Immunization record to generate your practice’s customizable school form.

If your office has multiple school form formats, you can select the one you want before printing.

If you don’t see the school form you expect, get in touch with PCC Support at or 1-800-722-7708. They can help you customize and configure your school form(s) so they are available and print correctly from PCC EHR.

Families Can Generate an Immunization School Form in the Patient Portal: Families can access their patient’s immunization record and generate a school form from the patient portal. For more information, read the My Kid’s Chart User Guide.

Generate Lab and Radiology Requisitions in PCC EHR

After you create lab or radiology orders and document diagnoses in a patient’s visit protocol, you can generate a requisition form.

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

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

Optionally define special instructions for the facility to follow.

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.

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

The generated requisition opens in a document viewer window where you can give it a title, categorize it, add tasks, share it to the patient portal, print it, and more. If you need to make a change before sending it out, click the “Back” button and adjust the settings.

You can learn more about how to configure and generate lab and radiology requisitions in the article Generate Outbound Lab and Radiology Requisitions.

Configure the Forms Component in PCC EHR

You can improve form letter workflow for your practice by making sure the right forms appear on the right protocols.

Where Should You See the Forms Component, and Which Forms Should Be Single-Click?

You can place the Forms component on any chart note protocol, decide where it should live on your Medical Summary, Demographics, and other chart note sections, and adjust which forms appear by default.

To place (or move) the Forms component, open the Protocol Configuration tool and pick either a chart section or a chart note protocol in the Protocol Builder.

Click “Add” to add the Forms component. Use the tab on the side to slide it to a new location on the protocol.

Double-click on the component to set up default forms for that chart note or chart section.

For example, you may want to add the School/PE Excuse form letter to sick visits. If you are adding the Forms component to the Demographics chart section, or configuring it for the Medical Summary, you might want to add form letters that would help your practice with their workflow when using that section of a patient’s chart.

Watermarks, Questions, and Custom Forms: Test Printing on Workstations

If your practice generates form letters that have watermarks, ask form letter questions, or use other special features, you should test those forms from PCC EHR to see if they work as expected.

For example, if you generate a watermark, you may need to adjust the printing settings in your workstation’s operating system to make the watermark print at the right darkness level. And if PCC Support helped you set up a custom form with unusual script or information requirements, they may need to make adjustments after your update.

Preview and Adjust Forms in the Forms Configuration Tool: If your practice has switched to using the Forms Configuration tool in PCC EHR, you can use it to preview your forms with real patient data and adjust their configuration. To learn more about working in the Forms Configuration tool, read Create and Manage Forms in PCC EHR.

Adjust Default Forms Category

By default, PCC EHR will save a form letter into a Forms category, which you can later review in the Documents section of the patient’s chart.

Optionally, you can use the Document Administration tool to change the default save location for forms.

Change the Display Order of Forms in the Forms Component

If you have switched to using the Forms Configuration tool in PCC EHR, you can use it to update the display order of forms in the Forms component.

Open the Forms Configuration tool and click the “Edit Display Order” button.

Drag and drop the forms in the list to rearrange the order in which they display in the Forms component.

The list includes both active and inactive forms, but only active forms display in the Forms component. The Forms component will update to reflect your changes as soon as you click “Save and Exit”.

Show or Hide Forms in the Forms Component

If you have switched to using the Forms Configuration tool in PCC EHR, you can use it to determine which forms show in the Forms component.

Open the Forms Configuration tool and edit any form to set its status.

Active forms display in the Forms component; Inactive forms do not. The status takes effect as soon as you save the form.

If you have not switched to using the Forms Configuration tool in PCC EHR, contact PCC Support for help adding or removing forms from the Forms component.

Add a New Form to PCC EHR

You can add, edit, or remove forms from PCC EHR yourself if you have made the switch to using the Forms Configuration tool.

If you have not switched to using the Forms Configuration tool, contact PCC Support at or 1-800-722-7708 when you want to add, edit, or remove forms from PCC EHR.

If you provide a document, link, or PDF of your form to PCC Support, they can help format and install that form onto your PCC EHR system. They can optionally use variables so the form will autofill with patient or family information. Note that there is turnaround time needed for these requests.

PCC Support can also train you in form configuration for your Practice Management form letters.

  • Last modified: July 1, 2022