Navigate a Patient’s Chart

When you first open a chart, you will see the Medical Summary screen. You can navigate to different sections of the chart using the buttons on the left.

Watch a Video: Want to watch a video tour of the chart? CLICK HERE.

Each patient’s chart contains a Medical Summary, a Demographics section, a History section (which includes the Visit History, an Immunization History, Flow Charts, Growth Charts, and Documents), and a Prescriptions section.

If the patient has an appointment today, or the provider is reviewing an old chart note, the patient chart will also display a button for jumping to today’s chart note.

Other Chart Features

  • Return to the Schedule: Click the “PCC EHR” logo button to return to your schedule or other working queue.

  • See Patient's Most Recent Weight, percentile, and PCP At Any Time: As you review a patient’s chart, you can quickly review their most recently recorded weight, percentile, and their primary care physician.

    When you need patient weight for prescribing, or other basic patient information for another purpose, click on the patient’s information label in the upper-right corner. The weight appears with the date it was last taken, which can help you decide whether you need to check weight again.

  • Refresh and Conflicts: If multiple users in your office open and make changes to a patient chart, then the “Save + Refresh” button will turn yellow. Click the button to save your own changes and display any changes made by other users. PCC EHR records changes to a patient chart independently, by user; multiple changes can not conflict.

  • Room Number/Location: If the patient has an appointment today, and is currently placed in an exam room, their location will appear by the visit date.

  • Patient PCC #: The patient PCC # or “Patient Account Number” is a unique number visible in both Partner and PCC EHR systems. You can use this number in various Partner billing programs. In PCC EHR 3.3 and later, the number appears next to the patient’s name in the chart.

  • Duplicate Charts: If a patient appears twice in PCC EHR, they may have two patient records in the Partner billing system. Contact your office’s billers to double-check the accounts. The Partner movekid program can combine the two records and merge the two charts. For more information, contact PCC Support.

Select a section of the chart to learn more:

  • Last modified: February 11, 2016