Open the Protocol Configuration Tool

Use the Protocol Configuration tool to customize your chart notes, the behavior of PCC EHR components, or to adjust the Medical Summary, Patient Checkin, or other PCC EHR protocol-based screen. Click on the Configuration menu and select “Protocols” to open Protocol Configuration.

Permissions and User Access

Limited Access: Permission to open the Protocol Configuration tool is controlled through User Administration. Speak to your office’s PCC EHR system administrator or contact PCC Support if you need access.
One at a Time: Only one user at your practice may edit protocols at a time. If you are unable to open Protocol Configuration, another user at your practice may be using the tool.

Here are some related articles in Manage and Administer Your PCC Tools > Configure Chart Notes and PCC EHR Components:

Configure PCC EHR Protocols (Detailed w/ Examples)
Watch detailed examples of how you can adjust chart note protocols in PCC EHR.
Adjust PCC EHR Components with the Component Builder
Use the Component Builder to create or edit the different components that make up a protocol. You can create a custom component to deal with a particular charting need, with your own wording, and then use the Protocol Builder to add that component to relevant chart notes. You can also use the Component Builder to modify the details or wording of different components, such as adding a new available items to the History or Review of Systems components.
Order Configuration Examples
Read the examples below to learn how to create or edit an order, set default behaviors, and add specific LOINC tests for charting.
Add Age-Appropriate Immunizations to a Chart Note Protocol
Follow the steps below to use the Protocol Configuration tool to add the correct, age-specific immunizations to Well Child chart note protocols.
Add Chart-Wide Components to a Chart Note Protocol
You can add many special components, which appear elsewhere in a patient's chart, to your customizable chart note protocols. These include siblings, growth charts, Recent and Upcoming Appointments, any Medical Summary component, and any Demographics component.
Chart Note Configuration Introduction
PCC EHR's Protocol Configuration Tool creates and edits custom chart notes, phone notes, and order follow-up notes in PCC EHR.
Protocol Builder Reference
After you Open the Protocol Configuration Tool, click on "Protocol Builder" to create or edit a chart note protocol.
Component Reference
Components are the building blocks of protocols, which are used to generate chart notes for visits. By understanding the different component types and the available specialized components, you will be able create useful new sections for your chart notes and configure them.
Create and Edit a Protocol
Follow the steps below to use the Protocol Configuration tool to clone or create a new protocol and add components to that protocol.
Protocol Map: Assign Protocols to Providers and Visit Reasons
Use the Protocol Map to determine which protocols will be used for chart notes for specific visit reasons and providers.
Understand Chart Note Protocols
A quick summary of chart note protocols in PCC EHR
Configure PCC EHR Protocols and Chart Sections
Learn how to configure chart notes and other protocols in PCC EHR.
Use Orders to Track Clinical Measures for Reporting, Mandates, and Incentive Programs
Whether you are tracking something for PCMH, pay for performance, or another incentive program, you can use an order in PCC EHR to record medical information that meets reporting requirements. Learn how to set up your orders, and special tips and techniques to help your practice workflow.
Install Bright Futures 4 Chart Note Protocols
Learn how to add the new Bright Futures 4 protocols to your PCC System.
Create a Telemedicine Visit Protocol
Contents1 Create a Telemedicine Protocol for Sick Visits1.1 Customize Other Chart Note Protocols for Telemedicine In PCC EHR, you can create and customize chart note protocols for different visit types. PCC recommends you create a “Telemedicine Sick” protocol, along with other telemedicine-based protocols you expect to schedule. Those protocols can then be configured to appear […]
Create a Telemedicine Visit Protocol
Learn how to create a chart note protocol for telemedicine visits.
Configure E-Lab Orders in PCC EHR
Learn how to configure electronic lab orders in PCC EHR.

Permissions and User Access

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