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

Do you need to print a form with vitals from last month’s sports physical? How about making sure the right provider signature shows up?

Smart form fields can help you do these things and more!

Smart form fields fill out with the most readily available information. So, if you generate them inside a visit, they populate with information from that visit. If you generate them outside of an encounter, they fill out instead with information from the patient’s most recent visit.

There are smart form fields for encounter details such as patient vitals, provider of service, and place of service. You can even automatically add a signature to forms based the provider who saw the patient.

Contact PCC Support for incorporating smart fields onto your patient forms.

Populate 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 you want to generate.

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

If the form contains encounter-specific fields, they will reflect 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 that form within the chart note for the visit, but not all chart note protocols contain a Forms component. You can add a Forms component to your chart note protocols in the Protocol Configuration tool.

Save the Form

You can interact with the form like you would any other document in PCC EHR. Save, print, or share it to the patient portal, create tasks, or send it to a provider for signing.

Populate 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 will appear on a form with encounter-specific 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 you want to generate.

A preview of the form will open in a Document Viewer window.

If the form contains encounter-specific fields, they will reflect information from the phone note or portal message where the form was generated.

Save the Form

You can interact with the form in the Document Viewer window like you would any other document in PCC EHR. Save, print, or share it to the patient portal, create tasks, or send it to a provider for signing.

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

Forms built with smart fields populate with details from the patient’s last visit when you generate them anywhere other than a visit, phone note, or portal message encounter.

Some places you can generate forms outside of an encounter include patient check-in, the patient details window in the Appointment Book, and the Medical Summary section of patient charts.

Learn More

For a list of smart form fields and to learn how to incorporate them onto your patient forms, contact PCC Support.

  • Last modified: August 13, 2020