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.
Contents
- 1 Get Started
- 2 Schedule Appointments
- 3 Update Demographics and Insurance Policy Information
- 4 Verify Insurance Eligibility for Encounters
- 5 Check In a Patient
- 6 Work with Account Notes
- 7 Communicate with Patients and Take Messages
- 8 Import, Work With, and Share Patient Documents and Forms
- 9 Manage the Schedule and Complete Tasks
- 10 Reconcile Payments at the End of the Day
- 11 Recall, Remind, and Notify Patients
- 12 Front Desk Essentials and Best Practices
- 13 Perform Telemedicine Encounters
Get Started
Learn how to log in, navigate in PCC EHR, and use chat.
Log In to PCC EHR
- Log In and Navigate PCC EHR
- Log In to PCC EHR
- Change Passwords and Other User Account Settings
- Connect to Your PCC System from Home
Chat with Colleagues
Schedule Appointments
Find open slots on the schedule by provider and location, then book appointments for patients and their siblings.
- Schedule a Patient in the Appointment Book
- Schedule for Providers Across Multiple Locations
- Schedule Multiple Appointments in the Appointment Book
- Schedule a Patient
Update Demographics and Insurance Policy Information
Work with patient and family account records and update a patient's insurance policies.
- Review and Update Patient and Family Demographics
- Update a Patient’s Insurance Policies
- Review and Update Patient and Family Demographics
- Review and Update Patient Insurance Policies
- Find Patients and Accounts
- Add New Patients and Accounts
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.
Work with Account Notes
Whenever you work with a family on a billing issue, you may want to take notes on the account.
- Account Notes and Encounter Billing Notes
- Enter and Review Account Notes
- Enter and Review Encounter Billing Notes
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
- Work With Phone Notes and Tasks
- Create Referrals, Labs, and Orders on Phone Notes (and Other Messages)
- Create a Phone Note
Send Text Messages to Patients and Families
- Send a Text Message Directly to a Patient or Family
- Send a Text Message Directly to a Patient or Family
Communicate with Patients and Families through the Patient Portal
- Reach Patients and Families with the Patient Portal
- Receive and Respond to Patient Portal Messages from My Kid’s Chart
- Adding and Managing Patient Portal User Accounts
Learn how to get documents into PCC EHR, attach them to patient charts, and generate forms for patients and families.
- Import and Work With Documents
- Scan, Fax, or Print a Document into PCC EHR
- Import and Attach a Document to a Patient’s Chart
- Work with Documents in a Patient’s Chart
- Make Documents Available to Patients and Families in My Kid’s Chart
- Generate Forms in PCC EHR
- Print Visit Forms
Manage the Schedule and Complete Tasks
Ensure the schedule remains accurate throughout the day and complete tasks assigned to the front desk.
- Use Visit Status Counters to Know Where You’re Needed
- Work with Today’s Patients on the PCC EHR Schedule Screen
- Mark an Appointment As Missed or Canceled
- Work on Messaging Tasks, Document Tasks, Call Backs, and More
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.