Generate Patient Forms with Information from a Specific Encounter in PCC EHR

Your Client Advocate can create form templates that auto-insert patient vitals, provider signatures, and other information based on where you generate them in PCC EHR.

Form templates that include encounter variables pay attention to where you are generating them in PCC EHR, and auto-insert information accordingly. If you generate a form with encounter variables from a visit note, the encounter variables populate with information from that visit. If you generate the same form from a generic place in PCC EHR, like a patient’s Medical Summary or the check-in ribbon, the encounter variables populate with information from the patient’s most recent visit.

There are encounter variables for patient vitals, provider of service, place of service, and provider signatures.

Contact PCC Support to get help creating and using form templates that include encounter variables.

Generate a Form with Details from a Specific Visit

Open the Visit in PCC EHR

Open the visit that contains the details you want to print on a form. It can be a visit that is currently in progress or a past visit.

You can open visits from the Schedule screen in PCC EHR, or from the patient’s Visit History.

Generate a Form

Navigate to the Forms component within the visit.

Select the form template that includes encounter variables and generate it.

A preview of the form opens in a Document Viewer window.

The encounter variables on the form populate with information from the visit where the form was generated.

No Forms Component? Add It to the Visit Protocol: You can only include visit-specific information on a form if you generate the form from that visit’s note, but not visit protocols contain a Forms component. You can add a Forms component to your visit protocols in the Protocol Configuration tool.

Save the Form

Review your form to make sure the auto-inserted details are correct. Then, save, print, or share it to the patient portal. You can also create tasks from it, or send it to a provider for signing.

Generate a Form with Details from a Phone Note or Portal Message Encounter

Open the Patient’s Chart

Search for your patient in PCC EHR or open their chart from the schedule screen.

Create a New Phone Note or Portal Message

Create a new phone note or portal message from the Edit menu.

You can also create a new phone note or portal message using the buttons displayed at the bottom of the Medical Summary, Demographics, and History sections of the patient’s chart.

Fill Out the Encounter Details

Choose a provider and location for the encounter, and fill out the encounter details.

Save the Encounter Details

Click “Save” to save the contents of the phone note or portal message. You must save the encounter details before they can appear on a form with encounter variables.

Do Not Exit the Encounter: Do not click “Save + Exit” at this stage. If you exit the phone note or portal message, you will not be able to generate a patient form within the encounter.

Generate a Form

Navigate to the Forms component within the phone note or portal message. Select the form template that includes encounter variables and generate it.

A preview of the form opens in a Document Viewer window.

The encounter variables on the form reflect information from the phone note or portal message where it was generated.

Save the Form

Review your form to make sure the auto-inserted details are correct. Then, save, print, or share it to the patient portal. You can also create tasks from it, or send it to a provider for signing.

Generate a Form With Details From a Patient’s Last Visit

When you generate a form template that includes encounter variables from a generic place in PCC EHR such as a patient’s Medical Summary or during check-in, the encounter variables populate with details from the patient’s last visit.

Learn More About Encounter Variables: For a list of encounter variables and to learn how to incorporate them onto your patient forms, contact PCC Support.

  • Last modified: September 24, 2021