Navigate a Patient’s Chart

After you open a patient’s chart in PCC EHR, you can use the navigation buttons on the left to review the full chart.

Watch a Video: Watch Review a Patient’s Chart in PCC EHR to learn more.

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.

The chart has several standard sections:

Medical Summary: The Medical Summary provides quick access to key details about the patient and their health.
Demographics: The Demographics section displays patient and family demographic information, such as the patient’s name, age, sex, personal contacts, home and billing account names, addresses, contact information, and more.
History: The History section gives access to a complete history of visits, phone notes, portal messages, and other types of encounters documented in the patient’s chart. It also gives access to the patient’s immunization history, flowsheets showing diagnoses, vitals, test results, and screening results over time, growth charts, and documents.
Billing: The Billing section gives access to billing history for the patient’s billed encounters and an account history of billing activity for the whole family.
PCC eRx: The PCC eRx section jumps you to prescribing information for the patient, including medication allergies, medication history, prescription history, and different prescribing functions.

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, PCP, and Active Policies 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 on your PCC system. You can use this number to search and locate a chart quickly, and 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 billing system. Contact your office’s billers to double-check the accounts. See Merge Duplicate Patients and Accounts.

To learn about specific chart sections, visit Review a Patient’s Chart.

Here are some related articles in Clinical Tasks > Review a Patient's Chart:

Clinical Alerts in PCC EHR
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Growth Charts
Growth charts display plotted growth data, such as patient weight, height, and other vitals over time.
Review and Update a Patient’s Immunization Record
The Immunization History section of the patient's chart displays the patient's vaccine records. You can review immunizations, vaccine-preventable diseases, and forecasting of the patient's upcoming immunizations.
The Visit History Screen
The Visit History screen displays a list of all visits, past or present, including any chart notes, documents, or other information related to each visit.
Immunization Forecasting
When you review a patient's immunization record, either in a chart note or in the Immunization History section of the chart, PCC EHR can display a list of upcoming immunizations for the patient.
Work with Documents in a Patient’s Chart
The Documents section of a patient's chart displays all documents in that chart, sorted by category.
Flowsheets
The Flowsheets section of the patient's chart displays an historical review of a patient's diagnoses, completed labs, medical tests, screenings, and radiology, and vitals. For example, you can see the results of every time a patient had a specific lab test.
The Medical Summary
When you open a chart, the Medical Summary is the first screen. It contains a configurable summary of patient information.
Allergies
PCC EHR tracks allergies in each patient’s chart. When the chart is up-to-date, PCC EHR can automatically warn you about drug allergies as you prescribe, create lists of patients based on allergies, and display custom alerts to users whenever they work with a patient’s chart.
Use a Patient Care Plan to Improve Care for Chronic Patient Issues
Use the Care Plan component, found on the Medical Summary or other protocols, to track, coordinate, and print the management plan for chronic patient issues.
Review a Patient Chart in PCC EHR
Open a chart in PCC EHR and take a tour! This video provides an overview of the Medical Summary, Demographics and History sections of the chart in PCC EHR, while introducing how components and navigation work.
How to Respond to Record Requests with PCC EHR
When you receive requests for medical information about your patients, you can use various tools in PCC EHR to respond.
Immunization Registry Response Viewer
Use the Immunization Registry Response Viewer to review acknowledgements and other responses from your immunization registry. You can see successful transmissions and also look at warnings and errors that you may need to fix.
Record Sexual Orientation and Gender Identity in a Patient’s Chart
Use PCC’s Sexual Orientation and Gender Identity components to securely record information in a patient’s chart. When a patient decides their gender identity is public, your practice can optionally display a patient’s pronoun and preferred name in the Appointment Book and elsewhere in PCC EHR.
Record Sexual Orientation and Gender Identity in a Patient’s Chart
Use PCC’s Sexual Orientation and Gender Identity components to securely record information in a patient’s chart. When a patient decides their gender identity is public, your practice can optionally display a patient’s pronoun and preferred name in the Appointment Book and elsewhere in PCC EHR.
Look Up and Import Patient Immunization Records from Your Local Registry
Bidirectional immunization registry interfaces allow you to look up and import patients' immunization records from your local registry right within PCC EHR.
Look Up and Import Patient Immunization Records from Your Local Registry
Check the immunization registry from your patient's chart and import new information from the registry into your patient's immunization history in PCC EHR.
Export a Whole Patient Chart
Export a patient's entire record at the click of a button.
Export a Whole Patient Chart
When you are working in a patient's chart, use the Chart Export tool in the Reports menu to export the chart to a password-protected file in just a few clicks.

Other Chart Features

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