Print Visit Forms

What do you hand patients and families when they walk in the door? Your practice may generate educational handouts specific to a visit reason, encounter forms for the clinician, and other visit forms.

Use the “Print Visit Forms” features in PCC EHR to generate all the visit forms for the day, or to print them for individual patients as they come in, whichever method suits your office’s workflow.

Other Types of Forms: To learn about other form output in PCC EHR, visit Generate Form Letters in PCC EHR.

Contents

1 Use Print Visit Forms Tool to Print All Forms for a Day’s Appointments
2 Print or Reprint Visit Forms For a Single Encounter

Use Print Visit Forms Tool to Print All Forms for a Day’s Appointments

You can use the Print Visit Forms tool to generate all the forms you need for appointments on a given day.

Open Print Visit Forms from the Tools Menu.

Select a date, location, and provider, and click “Print Visit Forms”.

Then use your system’s print dialogue to print the forms.

Print or Reprint Visit Forms For a Single Encounter

You can print visit forms as you check in a patient, or right from the patient’s chart.

Appointment Details Component: The “Print Visit Forms” button appears anywhere you use the Appointment Details component—in Patient Check-In, and also at the top of chart notes.

Reprint Visit Forms: If you have already printed the forms once, the button text will read “Reprint Visit Forms.” Click the button to print the forms a second time if necessary.

Disable Form Printing: You can remove the Print Visit Forms button from charts and Patient Check-In by editing the Appointment Details component in the Component Builder.

Here are some related articles in Front Desk > Check In a Patient:

Review Checkin Status: Who Checked a Patient In?
When a patient is checked in, PCC records the time of check in, the user who checked them in, and the office location. You can view that information later to discover who checked a patient in.
Check Patient Insurance Eligibility
PCC automatically checks insurance eligibility for all of a scheduled patient's active insurance plans, if the carriers support automated eligibility. You can use eligibility features in PCC to review and confirm eligibility for upcoming appointments. You can also review and re-check a patient's insurance eligibility status during Patient Check-In.
Review and Update Patient Insurance Policies
Use the "Policies" component to add, update, and work with a patient's insurance policies and medicaid plans in PCC EHR.
Update a Patient’s Insurance Policies
Learn how to review, update, and edit a patient's policies in PCC EHR.
Check In a Patient
When a patient arrives at your practice, use Patient Check-In to check them in. Patient Check-In will help you review the family's demographic and insurance information, check insurance eligibility, review outstanding balances and post payments, and more.
Configure Patient Check-In
You can configure Patient Check-In in PCC EHR to meet the specific needs of your practice. You can adjust what components appear, create custom headers for your front desk staff, and create custom Patient Check-In Clinical Alerts.
Check In a Patient
Watch this video to learn how to check in patients in PCC EHR. During check-in, you can review account information, update policies and verify eligibility, collect payment, and help patients and families get signed up with your patient portal.
Configure Patient Check-In
Configure Patient Check-In to meet the needs of your practice.
Check Patient Insurance Eligibility
Learn how to verify patient insurance eligibility with PCC.
Send a Text Message Directly to a Patient or Family
Is a family waiting in the car before their appointment? Do you need to send a family a URL link for a telemedicine connection? You can now send a text message directly to a patient’s cell phone number.

Use Print Visit Forms Tool to Print All Forms for a Day’s Appointments

Print or Reprint Visit Forms For a Single Encounter

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