New User Training for Front Desk Staff

Use the new user training outline below to learn how to complete front desk tasks in PCC.

For personalized training, help with configuration, or other needs, contact PCC Support.

Get Started

Learn how to log in, navigate in PCC EHR, and use chat.

Log In to PCC EHR

Navigate PCC EHR

Chat with Colleagues

Schedule Appointments

Find open slots on the schedule by provider and location, then book appointments for patients and their siblings.

Update Demographics and Insurance Policy Information

Work with patient and family account records and update a patient's insurance policies.

Verify Insurance Eligibility for Encounters

You can review insurance eligibility en masse for all upcoming encounters, or for a single patient's encounter.

Check In a Patient

Update demographic information, verify insurance policy details, and collect copays when patients arrive for their appointments.

Communicate with Patients and Take Messages

Learn how to take notes during patient phone calls, send text messages to patients and families, and communicate with patients and families through the patient portal.

Work with Phone Notes

Send Text Messages to Patients and Families

Communicate with Patients and Families through the Patient Portal

Import, Work With, and Share Patient Documents and Forms

Learn how to get documents into PCC EHR, attach them to patient charts, and generate forms for patients and families.

Manage the Schedule and Complete Tasks

Ensure the schedule remains accurate throughout the day and complete tasks assigned to the front desk.

Reconcile Payments at the End of the Day

Make sure the money you collected was entered correctly into PCC EHR.

Recall, Remind, and Notify Patients

Send one-time or recurring notifications to patients and families.

Send Routine Appointment Reminders

Send Broadcast Messages

Recall Patients Who Are Due for a Visit

Front Desk Essentials and Best Practices

Perform Telemedicine Encounters

Schedule, check-in, and manage the flow of telemedicine visits like a pro in PCC EHR.

  • Last modified: April 26, 2022