PCC 10.2 Migration Considerations

The PCC 10.2 release includes new features that may need configuration and for which you may want to do extra planning or training. Read below to learn more, and share relevant details with your physicians and staff.

Read the PCC 10.2 Release article for complete details on these features.

Contact PCC Support for help implementing features in PCC 10.2.

Configure Self Scheduling in the Patient Portal

Patient Portal Scheduling configuration options are available immediately upon updating to  PCC 10.2. Your practice can complete configuration of Portal Scheduling then make it available to your patients and families.

Portal Scheduling Requires Visit Types: Self scheduling uses PCC EHR’s Visit Types feature to link patient portal scheduling to Appointment Book. If your practice has not set up visit types, configure visit types before continuing.

Configure Visit Reasons for Portal Self Scheduling

Configure the visit reasons, providers, and locations that portal users can select during portal scheduling.

Open the Visit Reason Tool

Open the Visit Reason tool in PCC EHR’s Configuration menu, and select the Portal Scheduling tab.

To allow patients and families to schedule sick visits, check the “Display for Portal Scheduling” box under “Category: Sick”.

Select Sick Category Visit Reasons

Click “Edit” next on the Visit Reasons line.

Visit reasons you select here will be available for scheduling  through the patient portal.

Portal Scheduling only searches for open sick visit time-slots one hour in the future through the next three days. Appointment types that may need to be scheduled more than three days in the future should not be added to the Sick category.

When you’ve made your selection, click “Save”.

Select Sick Category Providers

Click the “Edit” button on the Providers line to select providers for the Sick category.

Select the providers that handle the visit reasons you selected above. You may wish to exclude providers that are placeholders for scheduling, such as an “Office” or “Flu” provider, or specialists who you would prefer to schedule over the phone.

Click “Save”.

Select Sick Category Locations

Click the “Edit” button on the Locations line to select providers for the Sick category.

As with Visit Reasons and Providers, select which locations should be available for portal scheduling. If you have locations that have odd hours or need more attention when scheduling, such as a pop-up flu clinic, you may wish to uncheck those.

Click “Save”

Do the Same for the Well Category

Complete the same steps for the Well category. Give the same consideration to well visit reasons, providers and locations.

When selecting well visit reasons, keep in mind that the Well visit category searches for available appointments one day in the future through the next three months. If the patient has a next physical due date in their chart, portal scheduling will jump to that date to begin searching for a matching appointment slot. You may find it best to add only physical exam visits to the Well category.

Click “Save” in each section as you go.

Configure Portal Scheduling Preferences

Use the Preferences tab in the Visit Reasons Configuration tool to determine what available, matching appointment time slots Portal Scheduling offers to your portal users.

The first option “Portal schedulers are only offered slots designated with a Portal Visit Type” allows your practice to designate specific time slots in a provider’s Scheduling Template as available to Patient Portal Scheduling. This does not prevent Appointment Book users from scheduling within those slots, it simply opens the selected time slots to the Portal Scheduling tool.

The second option “Portal schedulers are offered all slots matching the color of the Visit Reason” maximizes the available slots. Any open time slot color coded as a sick visit or a well visit is available to Portal Schedulers, provided they match the visit types, providers and locations you specified in the Portal Scheduling tab. With this option, no other configuration is needed. Just enable patient portal scheduling in Patient Portal Configuration, and you portal users can begin scheduling themselves.

Update Your Scheduling Templates for Portal Scheduling

Select “Portal schedulers are only offered slots designated with a Portal Visit Type” if your practice wants to limit portal scheduling to certain time slots.

Open the Provider Hours tool from PCC EHR’s Tools menu. Click the Scheduling Templates tab.

The Visit Type menu includes Portal Sick and Portal Well. Mark time slots as Portal Sick or Portal Well just as you do when setting up scheduling templates.

Time slots marked as Portal Sick or Portal Well will appear with a striped pattern over the color you selected for sick or well visits in your schedule.

Portal Sick and Portal Well function the same as the Sick and Well visit types, it only indicates that those time slots slots are available to the Portal Scheduling tool. This has no effect on scheduling through Appointment Book.

Review Your Visit Reasons

The Visit Reasons tab indicates a Portal Scheduling column, which displays the category of each visit reason: Sick, Well or not enabled.

Click “Edit” to open any visit reason, and manage that visit reason’s Portal Scheduling options. You can set an alternative Portal Display Name to appear in the patient portal instead of the Visit Reason name.. You can also change the Portal Scheduling Category for the visit using the drop-down menu.

Enable Portal Scheduling

Finally, open Patient Portal Configuration from PCC EHR’s Configuration menu, and check “Enable Portal Scheduling for categories set to Display”. With that box checked, Portal Self Scheduling is available to all your patient portal users.

 

Give Prescribers Permission to Access pocketPCC

In PCC 10.2, prescribers can use pocketPCC to prescribe from a smartphone or tablet. You can control user access to pocketPCC in the User Administration tool in PCC EHR.


It is completely up to your practice to decide who has access to pocketPCC. Users with access to pocketPCC will have the same prescribing permissions there as they do in PCC EHR.

For more details about how to modify user permissions, read Set User Roles for Permission and Security.

Remind Prescribers to Find Their Hard Tokens for EPCS in pocketPCC

When a prescriber sends electronic prescriptions for controlled substances (EPCS) from pocketPCC, they must use their hard token as a second factor of authentication. They cannot use their soft token (the Authy app).

A hard token is the physical fob that PCC provides to every prescriber when they first register for EPCS. Each one has a unique serial number and is registered to a sole prescriber. Hard tokens generate one-time passwords that prescribers can use to finalize and send controlled substance prescriptions.

If there are prescribers at your practice who wish to be able to send prescriptions for controlled substances from pocketPCC but cannot find their hard tokens, contact PCC Support to request replacements.

Expect Delays for Replacement Token Orders: Exostar is experiencing a token shortage. If you need a replacement token, please notify PCC immediately but expect a long delay between your order and actual receipt of the token. Exostar has not communicated how long of a delay to expect.

Why Can’t Prescribers Use Their Soft Token (Authy)?: The DEA requires prescribers to generate one-time passwords on a different device than the one being used to prescribe. In order to ensure that our prescribers meet this requirement, PCC mandates use of a hard token for EPCS in pocketPCC.

PCC eRx Activities You Can’t Do (Yet) in pocketPCC

pocketPCC offers a lot of prescribing functionality, but there are still some things you have to log in to PCC EHR to do.

Use PCC eRx in PCC EHR if you want to:

  • See and respond to renewal and change requests from the pharmacy
  • See and resolve prescription errors
  • Sign off on agent prescriptions
  • Print PCC eRx content
  • Access the My Settings, Rx Logs, Audit Logs, and Administration pages
  • Use a soft token (the Authy app) to send electronic prescriptions for controlled substances
  • Use the “Clean Up MedHx” button to retire multiple entries at once in your patient’s Medication History
  • Sort your patient’s Medication History by status, medication name, or indication
  • See active prescription details in Medication History
  • Query the Surescripts network for your patient’s Retail Prescription History
  • View Medication Care Guidance and Medication History details for drugs in the patient’s history
  • See additional Real-Time Pricing and On-Demand Formulary details sent by the patient’s prescription benefit manager
  • View additional details of the Safety Checking Warnings that appear when searching for medications to prescribe

Transition Away from the Correct Mistakes (oops) Program

Before PCC 10.2, billers used a tool named Correct Mistakes (oops) to make changes to charges, edit claim information, and resubmit claims.

PCC EHR’s new Edit Charges feature, found in the Billing History in the patient’s chart, is easier to learn and use than the previous Correct Mistakes tool. It includes better built-in validation and safeguards to prevent claim errors.

Edit Charges replaces all functionality in oops and adds new capabilities. While long-time users of PCC’s products and services may prefer the account history available in oops, helping your practice’s billers shift to the Edit Charges features in PCC EHR will improve your billing process.

For example, in PCC EHR, billers can change the date and provider of service for an encounter, add additional diagnoses and procedures, more easily work with encounter-specific billing notes, and use helpful tools when resubmitting a claim.

For help making the transition, reach out to PCC Support.

Implement the Encounter Billing Notes Feature

Encounter Billing Notes is a new encounter-specific notes component. All encounter visit notes entered in Practice Management will appear in Encounter Billing Notes in PCC EHR. The PCC 10.2 update automatically adds the new component to Post Charges, Patient Check-In, and the new Edit Charges workflow.

PCC EHR also has a general Account Notes component for tracking concerns with a family.

Your practice may want to discuss which component you will use for different circumstances. For example, the Encounter Billing Notes component is ideal for recording ongoing struggles around a particular claim problem. The Account Notes component is better suited for billing concerns that stretch across multiple encounters and patients.

Use the Protocol Configuration tool to configure on which encounter protocols, chart sections, and other PCC EHR screens the two components appear.

Understand Reporting of Adjustments and Credit Write-Offs

In order to better preserve each payment’s association with a provider, PCC tracks both unlinking and relinking when you post refunds or write off credits.

This means that in certain under-the-hood proving out reports, like the Daysheet report, you will see the original revenue from a credit write-off and the unlinking and relinking for the provider.

If seeing the unlinking and relinking makes your Daysheet report difficult to understand, you can select “Omit relinks = “Yes”” on the report criteria screen.

Old Saved Results Only Export in CSV Format

Scheduled results in the Report Library will be in the new format when they run after the 10.2 update. You do not need to reschedule your reports.

Old saved results that were run and saved before PCC 10.2 can only be exported to CSV.

If you need to export to PDF or print one of your saved results, generate a new version with the same criteria from the Report Library landing page, or wait for the scheduled report to run.

Share Your Screen with PCC Support

ScreenConnect gives PCC live access to your workstation for support, troubleshooting, and training. The ScreenConnect application creates a secure connection during each individual session.

Install and Launch ScreenConnect for Windows

To use ScreenConnect, you will need to install ScreenConnect files. You may need your computer’s admin password if install and download permissions are locked on your workstation.

Install ScreenConnect

To install a ScreenConnect instance, use the unique session code that you receive from PCC Support to download your session’s ScreenConnect zip file.

Navigate to the ScreenConnect Login Page

During a support call, open your preferred browser and type the url “help.pcc.com” or “https://pccvt.screenconnect.com”.


Receive Your Unique Session Code

Your PCC support person will create a new ScreenConnect session. Once the session is live, they will give you a unique session code.

Enter Your Code

Enter your unique session code and click the arrow button. A zip file for your unique session will download.


Extract and Run the ScreenConnect Instance

Open the ScreenConnect Zip File

Once the download is complete, click your browser’s download arrow or navigate to your Downloads folder. Double-click the ScreenConnect.WindowsClient.zip file to open it.


A window displaying the contents of the zip file will open.

Extract All Files in the ScreenConnect Zip File

Double-click on the ScreenConnect.Client.exe file within the zip file window to extract the contents. When prompted, click “Extract All”.


Select a File Destination

You can use the default destination or enter a chosen destination for the extracted file. Then click “Extract”.

Run the ScreenConnect Application

When a new window opens, double-click on the ScreenConnect.Client.exe file to run the application.


Along with a confirmation message, you may notice a change in background color and new icon in your system tray.

Install and Launch ScreenConnect for Mac

To use ScreenConnect, you will need to install ScreenConnect files. You may need your computer’s admin password if install and download permissions are locked on your workstation.

Install ScreenConnect

To install a ScreenConnect instance, use the unique session code that you receive from PCC Support to download your session’s ScreenConnect zip file.

Navigate to the ScreenConnect Login Page

During a support call, open your preferred browser and type the url “help.pcc.com” or “https://pccvt.screenconnect.com”.


Receive Your Unique Session Code

Your PCC support person will create a new ScreenConnect session. Once the session is live, they will give you a unique session code.

Enter Your Code

Enter your unique session code and click the arrow to open your session.

Download the ScreenConnect Application

Click “Download App” to download the ScreenConnect application.


Grant ScreenConnect Access to Your Workstation

Mac users downloading ScreenConnect for the first time may need to grant the application access to their workstation.

Open System Settings

Click the “Open System Settings” button at the prompt. This will take you directly to the Privacy & Security section of your settings.


If you do not see a prompt, you can access these permissions in System Settings. Once there, navigate to Privacy & Security, then open Screen & System Audio Recording.

Add ScreenConnect

Click the “+” icon, then search for ScreenConnect and select it.


ScreenConnect will already be present in your Screen and System Audio Recording settings if you have used ScreenConnect in the past.

Grant ScreenConnect Access to Your Workstation

Click the ScreenConnect slider to the “on” position to grant access to your workstation.

Enter Your Username and Password

Enter your computer’s username and password if prompted.

Still Not Connected?: If these permissions do not grant access to ScreenConnect, you may also need to adjust settings in Accessibility and Full Disk Access. These are sections within the Privacy & Security portion of your Mac’s System Settings.

Launch ScreenConnect

After you download the ScreenConnect application, launch the application to share your screen with PCC.

Launch the ScreenConnect Application

Click the “Launch App” button to launch the application.

Allow Your Browser to Open ScreenConnect

Click “Allow” or “Always Allow” if you are prompted to do so.


You may notice a change in your desktop background color when you are connected. A ScreenConnect options bar will appear at the top of your screen.

End a ScreenConnect Session

To end a ScreenConnect session, click “Exit” in the ScreenConnect options bar.


If your PCC support person ends the session first, you will be notified with an Exit Application popup.

Use Your Mobile Device’s Camera for Workspace and Equipment Triage

You can use your phone, tablet, or laptop camera to work out a problem with your physical workspace, hardware or other equipment with a ConnectWise View session.

Request a ConnectWise View Session

Ask your PCC support person to text or email you a ConnectWise View session link. You can also request a url to type in to your device’s web browser.

Confirm Your Link

Check with your PCC support person that the link you received is the correct one. You can avoid phishing scams by always confirming a link before tapping on it.

Tap Your Link

Tap the link and, if prompted, grant permission to use your camera for workspace triage.


Your PCC support person will see the view from your mobile device’s camera and begin triage.

PCC can control which camera view is selected on a phone, as well as whether to mute the mobile device or use a low-bandwidth setting.

End Your ConnectWise View Session

To end a ConnectWise View session, close the browser window on your phone.

UC 2024 Videos and Course Materials

In 2024, PCC’s Users’ Conference was held in Denver, Colorado. We celebrated pediatric superheroes!

Around 900 attendees participated both online and in-person in 60+ courses, sessions, and roundtables on issues of importance to pediatric practices.

Many sessions were recorded, and where possible we’ve made them available on a PCC UC 2024 playlist and through the links below.

You can review conference details at pcc.com’s UC 2024 page.

Course Descriptions, Slides, and Videos

Course Title Course Description Materials
7 Billing Pitfalls and How to Correct and Avoid Them
This session details certain all too common hazards of revenue cycle management along with specific corrective action to take in order to quickly resolve these problems. Preventative measures are then outlined in order to avoid these vulnerabilities in the future.

Presented By: Heidi Chamberlin

A Doctor and a Coder Walk Into a Phone Booth…
The exact types of expertise needed to really nail documentation and E&M compliance are shared in this entertaining and interactive session. Krekamey Craig, MD shares real encounter examples from her experience as a practicing Pediatrician and Jan Blanchard highlights the coding guardrails around billing for these Primary Care Pediatric services. Come get the best guidance from both of the worlds you must navigate to be paid for all that you do and to *keep* that payment.

Presented By: Jan Blanchard, Krekamey Craig

Are You Charting Like It’s 2024?
If your office has been using PCC EHR for 5 years or more, have you kept your configuration updated to take advantage of the new features in PCC EHR? In this session you will learn how PCC EHR is configured for new PCC practices, from protocols to forms to billing so you can ensure that you are taking advantage of relatively new PCC EHR functionality.

Presented By: Lynne Gratton, Brian Kennedy, Hiral Lavania

Ask Chip
Bring any questions that are still bouncing in your head and Chip will do his best to answer them!

Presented By: Chip Hart

Billing Drop-in — Live from the UC!
Come meet all of your Pediatric Billing peers at this live, in person event modeled on our monthly virtual get togethers. No one knows your work like billing experts! Who better to offer solutions, time savers, shortcuts, tools, and resources than your fellow peers who are also using PCC? This is an opportunity to bring your questions and challenges to peers and experts in a low-key, casual, and friendly face-to-face environment.

Presented By: Jan Blanchard, Kelsey Taveras, Brian Kennedy, Kristen Ryan, Ben Brandt

Building a Practice Where People Want To Work
This client panel will share their experiences with building a practice where people want to work, both literally and figuratively! Join us for a discussion with practice owners (and an architect!) who have built their practice from the ground up, and hear about the architectural choices they made to support the practice culture they believe in, as well as the culture they’ve built to create satisfied employees, and more effectively deliver care to the children of their communities.

Presented By: David Allen, Katie Schafer, Christoph Diasio, Christine Dandeneau, Erin Auer

Building Your CEO Brain
As the profession of pediatrics has evolved, so has the need for pediatric practice owners to change the way they approach running their businesses. “No Margin, No Mission” has been the SOAPM mission statement for some time. Chip will discuss the difference among the employee, owner, and CEO mindsets and how to approach the future of running your practice.

Presented By: Chip Hart

Building Your Practice Budget
Bring together all the financial data points to plan your future! Join Paulie Vanchiere from PMI as he walks you through the steps to create a budget for your practice. Leveraging practical experience, participants will learn what they need to know to properly plan your financial future.

Presented By: Paul Vanchiere

Change Management for Managing Change
Every day in a busy pediatric practice you’re overwhelmed by the number of tactical decisions you need to make. This makes it difficult to think strategically for your practice. How can you ever evolve to become the practice you dreamed of if you don’t have the time or organizational capacity to make the necessary changes? We will review a few simple guidelines that will help your practice make important changes to improve the quality of your care and the success of your practice.

Presented By: Erin Auer

Clinical Oversight Reporting
As a managing physician or practice administrator, do you wonder which clinical reports you should be monitoring regularly to ensure the practice is operating successfully? This session will highlight PCC’s robust reporting capabilities, with a focus on clinical oversight reporting. You will learn how to report on clinical operations related to vaccine inventory, orders, and prescription activity. Discover how to use PCC’s Report Library for preventive and chronic care recall. We will also delve into high-level strategic reporting of clinical measures within PCC’s Dashboard including vaccine rates, well visit rates, screening rates, and more. Discover how a focus on your practice’s clinical health will also translate to financial success.

Presented By: Tim Proctor, Sabina Hasanovich

Do You Work With The Wrong People?
The people who chose to work with and work for you have a profound effect on your career satisfaction, ability to fight burnout, and ultimately the quality and quantity of care you provide children. You have only one run through your career – what can you do to get it right?

Presented By: Chip Hart

Electronic Prior Authorization: The Next Big Thing for PCC eRx
Join PCC’s Dewey Howell, MD, PhD (the creator of PCC eRx!) for an in-depth review of an exciting integration for our prescribing tool: Electronic Prior Authorization (ePA). See a sneak peak of our upcoming changes and provide early feedback. Your input matters!

Presented By: Dewey Howell, MD, PhD

Employee Satisfaction & Retention: An Overview of PCC’s Benefits
Join PCC’s People and Culture Champion Megan Maddocks as she shares an overview of PCC’s unique benefit package and the strategy thereof. This session will also include an opportunity to hear from your peers on the benefit packages in place at their own practice.

Presented By: Grace Kuzmin, Megan Maddocks

Engaging with Your Patients
Learn the proper usage and best practices for PCC’s various messaging and patient engagement tools, including Broadcast Messaging, Send Text, and Notify, among others. Get up to date with all the recent changes, tips, and tricks.

Presented By: Jim Leahy, Chip Hart

Establishing Strong Routines So You Don’t Have to Do it All Yourself
In this session, we will review the role of strong routines in leadership when it comes to delegation. Discover what your routines should look like to ensure you get what you need, and don’t have to fight for it. Learn how to set clear expectations, to hold people accountable, and how to change course if your expectations aren’t being met. We will share real-life examples of how this has worked for others.

Presented By: Emily Floyd

Financial Oversight Reporting
As a managing physician or practice administrator, do you wonder which financial reports you should be monitoring regularly to ensure the practice is operating successfully? This session will highlight PCC’s robust reporting capabilities, with a focus on billing oversight and productivity reporting. You will learn how to do a pricing and payment analysis, and develop an understanding of high-level strategic measures within PCC’s Dashboard product. Discover the numbers that really matter to your practice’s financial health and how to find and track the information you need most.

Presented By: Tim Proctor

From Configuration to Refrigeration: Vaccine Management 101
PCC knows how important vaccines are to the care of pediatric patients. Stop by this session to boost your knowledge of everything required to properly configure your system and manage your vaccine inventory – especially in the ever-changing industry. Immunization super users across PCC will join forces to share best practices around tables, billing, the Vaccine Lot Manager, and much more!

Presented By: Romni Palmer, Brian Kennedy, Jim Smith, Jennifer Perren

From Giving the Shot to Reconciling Lots: Vaccine Administration 201
Now that you’ve tackled the tables, navigated NDCs, and increased your inventory, you’re ready for the next step: the actual administration of the vaccine. Attendees of this course can expect an in-depth exploration of workflow related to administering vaccines, connecting to your state immunization registry, obtaining the perfect school form, and so much more!

Presented By: Romni Palmer, Brian Kennedy, Jim Smith, Jennifer Perren

Front Desk Best Practices
PCC’s Lynne Gratton, CPPM, explores front desk best practices related to scheduling, check-in, insurance verification and copay collection and what has changed as offices work within the pandemic. Understand the importance of the front desk when it comes to your practice’s workflow and collection process.

Presented By: Lynne Gratton

Grow Your Own EDI Superuser
Explore the lifecycle of electronic eligibility requests, claim submissions, and ERA responses. Along the way, you will learn about the underlying transactions (837P, 270 and 271, 835). By the end of this course, you’ll become the EDI superuser your practice needs: you’ll understand how to troubleshoot eligibility issues, decode confusing payor responses, and when to work with PCC.

Presented By: Brian Kennedy

Harnessing the Pediatric Superpower of Curiosity
Inspire pediatric practices to spark hope in their pediatric practice teams by framing challenges through the lens of curiosity.

Presented By: Susan Kressly

Help Us Help You
Communicate with PCC Support for both acute issues and long term practice health. You will learn how to use our learn.pcc.com resources, our Support Portal, and how to receive proactive care via your Client Advocate. You will also learn how PCC structures our support teams, ensuring there are always experts at the ready to answer your software, hardware, or clinical workflow questions.

Presented By: Jerry Wolfenbarger

HIPAA: Securing Your Patients and Practice
This session will review HIPAA basics, take a look at what is on the legislative horizon, and provide education around common security threats.

Presented By: Megan Maddocks

How Pediatric Research in Office Settings (PROS) Has Changed Pediatric Care
Drawing on the nearly 40 years history of the American Academy of Pediatrics Pediatric Research in Office Settings (PROS) network, we will draw lessons from the history of how a group of visionaries established PROS, review results of studies that continue to transform pediatric primary care and how to apply results in practice, and highlight opportunities to get involved in the next generation of studies addressing sone of the most salient problems impacting primary care and children’s health. Learning objectives: We will enable participants to: 1. apply lessons from PROS’ founding to address current problems in pediatric care 2. integrate key results from PROS’ studies into their practice 3. participate in building the future evidence base for primary care through PROS research.

Presented By: Alexander Fiks

Improve Your Leadership Through Active Curiosity: The Power of “Huh!”
Curiosity is like an underutilized superpower living right next door to you. When applied in proper ways, it can dramatically improve operations, strategy, collaboration, and problem solving at your practice. In this session, learn how to develop and harness the power of curiosity and apply it in specific ways to positively transform the relations in your practice.

Presented By: Tim Rushford

Insurance Negotiations, a 4 Part Series
Learn how to prepare for and execute a successful negotiation with payors. This four part session will walk you through gathering the data you need and doing the negotiation dance with a payor so that you get paid what you deserve for the care you provide to children. Part 1: Getting Your Data Ducks In a Row. Chip Hart will walk you through the data you need to give yourself the best chance at success when negotiating with insurance companies. There’s nothing more powerful than a pediatrician with data! Part 2: Finally at the Table – Managing Contract Negotiations. What do you do when you’ve got a Payer at the table? Susanne Morgana Brennan will take you step by step through the process of successfully negotiating with an insurance company. It is a long dance and at the end of this session, you’ll know the steps. Part 3: Understanding Business Implications – Navigating Possible Outcomes. Paul Vanchiere will take you through the business implications of your insurance negotiation. In particular, you’ll learn how to analyze an offer from payor and determine its impact on your business. Part 4: Contracting Tips and Tricks – Practice Manager’s Perspective. Kimberly Brennan brings the real-world perspective. As a practice administrator, she’ll give you actionable tools and guidance on creating and maintaining your practice’s payer contracting program. Includes simple Google sheet template to use for contract organization.

Presented By: Susanne Morgana Brennan, Kimberly Brennan, Paul Vanchiere, Chip Hart

Is Your Practice 401(k) Ripping You Off?
Many small practices are overpaying for their 401(k) and you get to keep what you don’t pay for! We will present best practices and describe our 401(k) restructure.

Presented By: Christoph Diasio

Mastering Spreadsheets 101: Enhance Your Data Analysis & Reporting Proficiency!
Unlock the full potential of spreadsheets with ‘Mastering Spreadsheets 101: Enhance Your Data Analysis & Reporting Proficiency!’ This course is tailored to empower you with advanced techniques to automate and optimize your sheets, enabling them to handle the heavy lifting, thus minimizing your manual efforts. Dive deep into strategic ways to make spreadsheets work to your advantage, turning them into powerful tools for insightful reporting and data analysis. Whether you’re a beginner or looking to upgrade your existing skills, this course is designed to elevate your proficiency, ensuring you leverage spreadsheets to their maximum capability.

Presented By: Stephen Moore

New Forms to the Rescue: Featuring Refactorman and His Minions
Join members of PCC’s Forms development team as they walk you through features of PCC’s new forms solution including how to insert variables, response prompts, headers, footers, signatures, columns, margin control, and much more. Learn how to take control over patient form creation at your practice.

Presented By: Tim Proctor, Dan Gillette

Optimizing Lab and Referral Workflows
Are you looking to improve your lab or referral workflows? Join us as we share best practices on using PCC EHR features to manage lab and referral workflows. You will also have the opportunity to hear various strategies that other PCC practices are using to manage their workflows.

Presented By: Lynne Gratton, Nick Meunier

Panel on Incorporating Behavioral Health
This panel will explore the role of mental health and behavioral intervention in the pediatric office. We will discuss care coordination, in-house mental health services, community resources, strategies, and more. Bring your questions and anecdotes.

Presented By: Michael Chamberlin, David Allen, Christoph Diasio, Althea Beagley, Nelson Branco

Patient Pre-Check-In
Are you interested in learning more about PCC’s Pre-Check-In feature and how best to use this at your practice? Are you already using Pre-Check-In and want to learn how others have adopted it at their practice? Join PCC and your peers in a review of PCC’s new Patient Pre-Check-In tool. We’ll discuss the best practices for implementing this tool and managing your accounts to deliver the best possible return on pre-check-in. As part of this course, we’ll also discuss upcoming features and offer you a chance to provide feedback on what you would like to see next in the development of this helpful feature.

Presented By: Jim Leahy, Lee Gaboriault, Althea Beagley

PCC Billing, Now in Technicolor! Post Charges, Payments, Submit Claims, and More in PCC EHR!
Complete your daily billing tasks in PCC EHR! From checking eligibility to working with personal payments, to submitting claims and posting insurance payments, PCC EHR has tools that will empower your billing lifecycle. Leave behind the text-based darkness of yesterday and learn about PCC EHR’s latest features.

Presented By: Ben Brandt

PCC EHR Configuration & Workflow for Pediatric Medical Homes
Patient Centered Medical Home is not just a certificate, it’s actually a concept of care delivery. Learn from industry experts the most effective patient-facing workflows that affect your daily operations.

Presented By: Kate Taylor, Amanda Ciadella

Pre-conference: Advanced Clinical Reporting Workshop
Looking to gain a deeper understanding of how to use the EHR Report Library and Practice Vitals Dashboard for clinical oversight and population management of your practice? Join us for this hands-on, interactive workshop to explore some of the advanced functionality within the EHR Report Library. Your PCC instructors will introduce you to the various data sources within the Report Library. Learn how to manage report permissions as well as how to customize and schedule reports. Come prepared with a laptop enabled with connectivity to your practice. One goal of this session is to create at least one new customized clinical report on your own practice server.

Presented By: Tim Proctor, Jim Leahy

Pre-conference: Advanced Financial Reporting Workshop
Looking to gain a deeper understanding of how to build customized financial reports using PCC’s reporting tools? Join us for this hands-on, interactive workshop to explore some of the advanced functionality within the Smart Report Suite (srs) and Practice Vitals Dashboard. Your PCC instructors will introduce you to report data sources and how to build customized report filters and output to meet your reporting needs. Come prepared with a laptop enabled with connectivity to your practice. One goal of this session is to create at least one new customized report on your own practice server.

Presented By: Tim Proctor, Jim Leahy

Pre-conference: Advanced Roundtable
Join PCC instructors and your peers for a free-flowing discussion of a variety of advanced topics.

Presented By: Lynne Gratton, Ben Brandt

Pre-conference: Beginner Roundtable
Join PCC instructors and your peers for a free-flowing discussion of a variety of introductory topics.

Presented By: Morgan Ellixson Boyea, CPhT, CSPO, Tim Proctor

Pre-conference: Introduction to Practice Vitals Dashboard
As a managing physician or practice administrator, have you ever wondered how your practice is performing with key clinical and financial indicators? This introductory session will provide an overview of PCC’s robust Dashboard reporting capabilities, focusing on measures that will allow you to keep your finger on the pulse of your practice.

Presented By: Tim Proctor

Pre-conference: Optimal Billing Workflows
Establishing a consistent and efficient process for Accounts Receivable investigation is vital to your practice’s success. In this course we will explore how to establish successful billing processes and how to use PCC tools, reports, and recommended workflows for quickly identifying billing issues when they arise (or even before they arise), ultimately helping you to improve the financial health of your practice.

Presented By: Ben Brandt

Pre-conference: Optimize Billing Configuration in PCC EHR
In this session you will learn how to customize billing and table configuration to reflect the unique characteristics of your practice. Learn how insurance, procedure, and payment configuration can be optimized to meet the reporting and billing workflow needs of your practice.

Presented By: Ben Brandt

Pre-conference: PCC eRx 101: Prescribing Fundamentals
Are you brand new to prescribing with PCC eRx? Or simply want a review of the fundamentals? Join PCC’s Morgan Ellixson-Boyea, CPhT, CSPO for an in-depth tour of our prescribing software including dedicated time for questions. This course is designed for beginners, but anyone interested in learning more about PCC eRx is welcome to join us.

Presented By: Morgan Ellixson Boyea, CPhT, CSPO

Pre-conference: PCC eRx 201: Beyond the Basics & Advanced Configuration
Are you eager to enhance your experience with PCC eRx? Stop by our advanced session to learn about powerful configuration options and optimize prescribing for your office. PCC’s Morgan Ellixson-Boyea, CPhT, CSPO will guide you through a variety of time-saving customizations – both personal and office-wide. If you create prescriptions in PCC eRx, or assist someone who does – this session is for you! Note – some configuration options are only available for users with eRx Administration privileges.

Presented By: Morgan Ellixson Boyea, CPhT, CSPO

Pre-conference: Protocol Work Session
When did you last give yourself time to look at your protocols and update them? Come hang out with some of the PCC’s Ensure Success team to review and plan how to update your protocols, making charting easier for you *and* your staff. We will take a look at a few protocols we’ve seen new clients create to get you thinking outside the box.

Presented By: Lynne Gratton, Nick Meunier, Nicole Broderick, Jennifer Perren

Pre-conference: Tour of the EHR
Join your PCC tour guide as we journey around the EHR visiting familiar places such as the appointment book and protocol configuration tool. We’ll discuss scheduling workflow, templates, and other schedule configuration aspects. We’ll review how to configure protocols, components, clinical alerts, and much more.

Presented By: Nick Meunier

Problem Solving by the Numbers
Physician owners and practice administrators must be well-versed in critical thinking skills to run a successful and viable practice. In this session, attendees will learn the methods that successful owners and managers use to guide their decisions and will discuss real-life examples of how these abilities can be applied for solving problems. Attendees will leave this session with a better understanding of how numbers should inform their day-to-day practice operations.

Presented By: Katrina Skinner

Show Me the Money! How to Generate and Save It In Private Practice
We work for the love of the children, but private practice margins for pediatricians can be tight. In this session, we’ll share areas of commonly missed existing revenue, ways to add new revenue, and where to look to save on expenses.

Presented By: Karina Horton

The Dreaded Frequent Patient Complaints in Billing
Patient complaints are bound to happen and there is a good chance we will never live in a world where you can make everyone happy all the time, however, recognizing the most frequent complaints from patients regarding their billing can put you one step ahead. In this session you will hear the most common issues we frequently field during a call with a disgruntled patient’s family and the tried and true proven responses we have used to smooth over even the most frustrated patients.

Presented By: Heidi Chamberlin

The Evolution of Pediatric Medical Homes
Medical homes are not a new concept in the realm of pediatrics. Let’s explore what the future holds for pediatricians seeking a formal medical home accreditation process; while actually improving health outcomes for their patients and cultivating a fulfilling work environment for staff.

Presented By: Alicia Adams, Amanda Ciadella

The Happiness League: Supercharging Employee Joy & Fulfillment in the Pediatric Office
In this captivating and dynamic talk, we dive into the exciting world of superheroes to explore the secrets of employee engagement and building a thriving office culture. Drawing inspiration from iconic characters and their extraordinary abilities, we unlock the superhero mindset necessary to create an environment that fosters high levels of engagement and productivity. Discover how to unleash the superpowers of your employees through effective communication, recognition, and empowerment strategies. Learn how to inspire and motivate your team, just like superheroes inspire hope and save the day. We’ll delve into the importance of trust, collaboration, and diversity in crafting a workplace culture that celebrates individual strengths and promotes a sense of belonging.

Presented By: Katie Schafer

The Symbiotic Relationship Between Gap-Year Students and Private Practice
It has always been difficult to find capable and reliable staff and it has gotten harder since COVID. This Session will talk about how to look for and hire gap-year students (those who are looking to apply to medical, nursing, PA school or residency) in place of traditional staff. Gap-year students are often more motivated and committed as they know this experience will strengthen their application therefore building a symbiotic relationship between the students and private practice.

Presented By: Eliza Varadi

Understanding NCQA Patient Centered Medical Home (PCMH) Annual Reporting Changes
Join our PCMH super heroes to learn insider knowledge of the 2024 and 2025 NCQA PCMH Annual Reporting changes, and how to implement these changes with effective workflows.

Presented By: Kate Taylor, Amanda Ciadella

Unleash the Power of PCC EHR and CHADIS Integration
During this session, you’ll gain valuable insights, tried-and-tested strategies, and practical tips to maximize the effectiveness of your CHADIS integration. We’ll dive into various topics such as enhancing patient portal engagement, efficiently managing questionnaire follow-ups, adjusting CHADIS screening assignments, and much more. Bring your questions and suggestions to enrich the discussion. While the primary audience is existing users of the PCC-CHADIS integration, if you are in the process of integrating or just considering, we expect you will also find this session useful.

Presented By: Sasha Pavlovic

Value Based Payment Enablers – Past, Present and Future
The value based payment ecosystem has evolved to not only include care delivery providers and organizations but also “provider enablement entities.” These entities partner with providers to assist in the transition to value, and share responsibility for cost and quality outcomes. This presentation will explore the growth on VBP Enablers, current trends and the future landscape.

Presented By: Greg Barabell

What’s New/What’s Next
Product and service highlights since the last UC. The presentation also includes a roadmap review of what is coming.

Presented By: Morgan Ellixson Boyea, CPhT, CSPO, Tim Proctor, Lynne Gratton, Kelsey Taveras, Tori Wonderlick, Dan Gillette, Mark Hurne, Owen Leavey, Jerry Wolfenbarger, Kate Taylor, Sasha Pavlovic, Althea Beagley, Jennifer Marsala

What’s Next for PCC eRx
Join PCC’s Morgan Ellixson-Boyea, CPhT, CSPO for a sneak peek into the next year of development for PCC eRx. In addition, you’ll hear about recent bug fixes and improvements, learn new tips & tricks, as well as cast your vote for future enhancements of PCC eRx! Session will also include open Q&A.

Presented By: Morgan Ellixson Boyea, CPhT, CSPO

Who’s Next? Succession Planning for Pediatric Practices
While the career-long issue of planning for retirement has a global importance for the independent pediatrician, the specific details of planning for a successor to take over control of a practice are far more focused. Not only do these decisions involve financial questions, but, perhaps more than any other management issue, they involve social, personal, psychological and emotional issues. This session will highlight some of these issues, and suggest ways that a clear approach to them can make the handover of one of the pediatrician’s most significant assets smoother and less fraught with angst.

Presented By: Jesse Hackell

With Great Power Comes Great Responsibility – Using AI with PCC EHR
Join us to hear how PCC EHR users are leveraging AI in their workflows. Our discussion includes insights from PCC clients on practical applications, challenges, and the impact of AI in their patient care and decision-making. As we explore the evolving intersection of PCC EHR and AI, learn about their approach to safely and securely leveraging these technologies to enhance their workflows.

Presented By: Brian Birch, Sharlene Matthieu, David Allen, Jolie Lavigne

Pediatric Practice Oversight Reporting with PCC

You can use PCC reports to identify problem areas in your A/R, review collections, and evaluate your growth as a practice. The tables below show PCC’s recommended reporting tools for practice oversight on a daily, weekly, monthly, and annual basis.

These periodic tasks are recommendations only and every practice’s situation and needs are different. As a pediatric practice owner, practice manager, or billing manager you won’t necessarily run all of these reports on the given schedule. Instead you can evaluate which tools will help you address the oversight that your practice needs. Contact PCC Support at any time to discuss your particular needs or if you’d like help finding a report or designing a custom report.

Getting Started?: If you’re just getting started with using PCC’s tools for practice oversight, PCC recommends you take a look at your Practice Vitals Dashboard, where you can evaluate performance on various metrics.

Daily

Report Title Purpose Where to Find
Custom Huddle Sheet Identify overdue balances for today’s patients Report Library (PCC EHR)
Visits by Billing Status Ensure today’s encounter charges were posted Report Library (PCC EHR)
Daily Check Review coding for today’s charges Practice Management
Payment Reconciliation Report Reconcile today’s payments with cash drawers and credit card totals Report Library (PCC EHR)
Payment Totals by Check Number
Payment Details by Check Number
Review and Prove Out Insurance Payments by Check Number Report Library (PCC EHR)
Daysheet Postings Check Review changes to A/R Practice Management

Weekly

Report Title Purpose Where to Find
Copay Collection Ratio Review copay collection Practice Management – SRS
Need Corrections Review claims with unaddressed issues that prevent submission Claims Tool (PCC EHR)
Rejections Worklist Review and resolve claim rejections Insurance Balances (PCC EHR)
Encounters by Billing Status Review all encounters that were not billed Report Library (PCC EHR)

Monthly

Report Title Purpose Where to Find
Detailed A/R Summary Report Track your A/R trends Practice Vitals Dashboard (PCC EHR)
Unpaid Balances Review insurance A/R totals by payor Insurance Balances (PCC EHR)
Unpaid Balances Review and work on unpaid encounters with insurance balances Insurance Balances (PCC EHR)
Total Charges and Payments by Provider and Month Calculate charges, payments, and refunds for the practice or by provider Report Library (PCC EHR)
Total Visits, Charges, and Payments by Provider Evaluate individual provider performance Practice Management – SRS
Missed Appointment Rate Evaluate missed appointment trends Practice Vitals Dashboard (PCC EHR)
Appointments Respond to missed appointment instances Report Library (PCC EHR)
E&M Coding Distribution by Provider Evaluate provider coding Practice Management – SRS
New Patients by Visit Type Review new patient list Practice Management – SRS
Payments and Adjustments by Payment Type Review adjustments and write-offs to identify trends or possible fraud Report Library (PCC EHR)
Patient List Look for well visit recall opportunities Report Library (PCC EHR)
Allowable Over/Under Payments by Payor Group and Check Review contract fee schedule discrepancies Report Library (PCC EHR)

Quarterly

Report Title Purpose Where to Find
Revenue per Visit by Payor Evaluate income by insurance group Practice Management – SRS
Revenue per visit with/without imms/location adjusted Evaluate average visit income Practice Vitals Dashboard (PCC EHR)
Patient Population Measure practice growth or contraction Practice Vitals Dashboard (PCC EHR)
Patient Population by Provider Measure practice growth or contraction by clinician Practice Vitals Dashboard (PCC EHR)
Coding Expertise Consider coding diversity and underutilized codes Practice Vitals Dashboard (PCC EHR)
Sick-to-Well Ratio Evaluate ratio of sick visits to well visits Practice Vitals Dashboard (PCC EHR)
Sick/Well Visit Analysis (Practice Average) Review seasonal trends of well and sick visits Practice Management – SRS
Per-Visit Analysis by Provider (Grouped by Visit Type) Optimize clinician seasonal schedules Practice Management – SRS
Depression & Developmental Screening Rates Evaluate use of screenings Practice Vitals Dashboard (PCC EHR)
Patients 2 Years Old
Adolescents
Evaluate immunization rates Practice Vitals Dashboard (PCC EHR)

Yearly

Report Title Purpose Where to Find
Pricing RVU Report Update your practice’s prices Practice Management – SRS
Monthly Trends Review productivity trends Practice Vitals Dashboard (PCC EHR)
Due for Influenza Vaccination Plan for your flu season Practice Vitals Dashboard (PCC EHR)
Appointment Stat Report – Month/Day of Week Evaluate staffing needs by total visits Practice Management – SRS
Monthly Visit Trends by Visit Type Evaluate staffing needs by visit reason totals Practice Management – SRS
Accounts with Credit Balances Investigate credits that negatively affect your A/R accuracy Practice Management – SRS
Gross Collection Ratio Report Evaluate year-over-year collections Practice Management – SRS
Payor Mix Analysis – Yearly Trends Evaluate annual growth or contraction by insurance group Practice Management – SRS
Insurance Table Configuration Review insurance reporting accuracy Tables Configuration Tool (PCC EHR)
Procedure Table Configuration Review billing code reporting accuracy Tables Configuration Tool (PCC EHR)
Total Visits by Age Group and Visit Type – Yearly Comparison Review annual trends in visits by patient age Practice Management – SRS
Contract Fee Schedule Editor Review accuracy of contract fee schedules Practic Management

Reciprocal Billing Arrangements, Locum Tenens, and Incident-To Billing

When a clinician sees a different physician’s patient, there are a few limited circumstances that would allow the encounter to be billed under the primary physician. Read below for a brief overview of the conditions and considerations for each model.

Reciprocal Billing Arrangements and Fee-For-Time Compensation Arrangements

CMS now refers to short-term substitution for an absent physician as a “Reciprocal Billing Arrangement” or a “Fee-For-Time Compensation Arrangement”. CMS no longer uses the term “Locum Tenens”.

Various state, Medicaid, and carrier requirements may restrict how and when this billing arrangement is allowed, and a practice should consult with specific payors to understand what is required.

For example, a specific Medicaid plan might designate a time period limit, specify how the claim should be billed (a primary physician receiving payment for a substitute’s services), and what coding modifiers must be reported. Q5 and Q6 are required for Medicare, for example, which designate either a reciprocal billing arrangement or fee-for-time compensation arrangement.

Incident-To Billing

Under limited circumstances, an NP/PA or other clinician can bill under a physician’s name even though the physician did not participate in the encounter.

CMS limits this strictly to when the clinician carries out plans that the physician has written. (No new patients, no new problems!)

Additionally:

  • The staff member must be employed by the physician directing the care.
  • The supervising physician must have documented an order for the service rendered.
  • The person administering the care must be qualified: the service is within their scope of practice as defined by state regulations.

In addition, various state, Medicaid, and carrier requirements may restrict how and when this billing arrangement can occur, and a practice should consult with specific payors to understand what is required.

Change Provider of Service or Billing Provider When You Post Charges for Encounters

When posting charges in PCC EHR, users can adjust the Provider of Service and the Billing Provider separately. These providers can also be different from the scheduled Appointment Provider.

To learn more about adding a new user and clinician to your PCC system, read Add and Configure a New Clinician to Your PCC System.

To learn more about posting charges, read Post Charges in PCC EHR

Contact PCC for help adjusting billing configuration as needed.

PCC’s Billing Training Course

PCC offers a comprehensive course on using its software for pediatric billing and collections. Contact PCC at support@pcc.com or 802-846-8177 or 800-722-7708 to find out when the next course is.

Watch the most recent PCC Billing Training Course using the video links below. The complete course is about seven hours.

PCC’s Billing Training Course

Topic By Topic Videos: You can also choose specific topics and dive into more detail on the New Biller Training Outline page.

UC 2023 Videos and Course Materials

In 2023, PCC’s Users’ Conference was held in Burlington, Vermont. We celebrated PCC’s 40th anniversary with a 1980s theme.

Over 700 attendees participated both online and in-person in 63 courses, sessions, and round tables on issues of importance to pediatric practices.

Sessions were recorded, and where possible we’ve made them available on a PCC UC 2023 playlist, and using the links below. Attendees can access course and video information on the PCC Events app. Most materials will be available for at least one year following the conference.

You can review the UC 2023 Dashboard Awards, photo albums, and more at pcc.com’s UC 2023 page.

Course Descriptions, Slides, and Videos

Course Title Course Description Materials
2023 Coding Updates
Join PCC’s Jan Blanchard for a heads up on the new Pediatric ICD-10 and CPT coding changes for 2023.

Presented By: Jan Blanchard

2024 NCQA PCMH Annual Reporting Changes
Get insider knowledge of the 2024 NCQA PCMH Annual reporting changes and learn how to implement the changes with effective workflows.

Presented By: Kate Taylor, Amanda Ciadella

A Doctor and a Coder Walk into a Bar
The exact types of expertise needed to really nail documentation and E&M compliance are shared in this entertaining and interactive session. Krekamey Craig, MD shares real encounter examples from her experience as a practicing Pediatrician and Jan Blanchard highlights the coding guardrails around billing for these Primary Care Pediatric services. Come get the best guidance from both of the worlds you must navigate to be paid for all that you do and to *keep* that payment.

Presented By: Jan Blanchard, Krekamey Craig

A Practical Guide on Auditing Your Billing Department
Every office should have a strong understanding of their billing practices. Performing regular internal audits is an essential part to keeping your practice thriving and developing a plan that fits the needs of your organization is attainable. In this session you will learn the tools you need in areas such as correct modifiers, verifying large write-off balances, A/R follow-up and more.

Presented By: Heidi Chamberlin

Addressing Grief and Loss in Practice
Many of our children and families have experienced the loss of a loved one during the COVID-19 pandemic. However, pediatricians have not been traditionally trained in grief counseling and report discomfort in addressing this topic with patients. This session will discuss the basics in addressing grief and loss with and provide tips regarding how to comfort and partner with families during these most difficult experiences.

Presented By: Colleen Kraft

Advanced Reporting Workshop
Looking to gain a deeper understanding of how to build customized reports using PCC’s reporting tools including the Smart Report Suite (srs) and the EHR Report Library? Join us for this hands-on, interactive workshop to explore some of the advanced functionality within PCC’s reporting tools. Your PCC instructors will introduce you to report data sources and how to build customized report filters and output to meet your reporting needs. Come prepared with a laptop enabled with connectivity to your practice. One goal of this session is to create at least one new customized report on your own practice server.

Presented By: Tim Proctor, Jim Smith, Kate Taylor

Advancing Pediatrics 2023
Mark will discuss how the American Academy of Pediatrics (AAP) is working to solve the challenges currently facing pediatricians and pediatric medicine. Improvements are needed across the pediatric health care system to empower pediatricians to care for children and families.

Presented By: Mark Del Monte, JD

Allow Me to Introduce Myself: Professional Bios in 500 Words or Less
This workshop will cover the basics of what constitutes a great professional bio for websites, speaking events, professional networking, and more. Attendees will workshop their bios and compare with partners for half the session.

Presented By: Allie Squires

An Independent Pediatrician’s Journey to Ukraine
As news of the war in Ukraine escalated in 2022, Dr. Kent Kleppinger listened in with increasing concern from his practice in Laramie, Wyoming. When Dr. Kleppinger decided to step in to help physicians in Ukraine, he didn’t hesitate; he went all in.

Presented By: Kent Kleppinger, MD

Ask Chip
Bring your practice management questions and PCC’s resident practice management expert, Chip Hart, will answer them live.

Presented By: Chip Hart

Back to the Future A PCC Roadmap Review
A review of the past year of PCC changes and a preview of what’s to come. Come learn what PCC has in store for you!

Presented By: Scott Ploof

Billing Drop In Live from the UC!
Come meet all of your Pediatric Billing peers at this live, in person event modeled on our monthly virtual get togethers. No one knows your work like billing experts! Who better to offer solutions, time savers, shortcuts, tools, and resources than your fellow peers who are also using PCC? This is an opportunity to bring your questions and challenges to peers and experts in a low-key, casual, and friendly face-to-face environment.

Presented By: The Get Paid Team

Burnout: Or How I Stopped Worrying and Learned to Love the Job
Burnout has reached an all-time high among physicians in pediatrics. Using the latest information from positive psychology as well as proven stratgies from professional organizations, Dr. Trimble hopes to guide you through the best ways to understand and finally manage burnout. Don’t miss this opportunity to empower your people and bust through the chaos!

Presented By: Robert Trimble

CHADIS Workflow Roundtable (In-Person Only)
This is an opportunity for clients to get together and discuss CHADIS workflow challenges, best practices, and more. Learn from PCC’s CHADIS expert, Sasha Pavlovic, and others in a conversational setting.

Presented By: Sasha Pavlovic

Change Management for Managing Change
Every day in a busy pediatric practice you’re overwhelmed by the number of tactical decisions you need to make. This makes it difficult to think strategically for your practice. How can you ever evolve to become the practice you dreamed of being if you don’t have the time or organizational capacity to make the necessary changes. We will review a few simple guidelines that will help your practice make important changes to improve the quality of your care and the success of your practice.

Presented By: Chip Hart

Dark Side of the Moon
This is a class about how to use your practice as a tool to reach beyond the walls of your office. Vaccine clinics at local schools, mobile wellness visits at a homeless shelter, presence at the local farmer’s markets, and pairing with local vendors are all ways in which to explore other sides of the four walls of your office.

Presented By: Katie Schafer

Dashboard Awards Presentation
We’ll present this year’s dashboard awards at lunch!

Presented By: PCC

Disaster Preparedness for Solo and Small Practices: Lessons from My Journey with Cancer
I will use my personal journey with cancer to illustrate the kinds of planning and preparation that small and solo practice owners need to consider. We’ll discuss issues of continuity, insurance, communication and lessons learned for self-care to help ensure that when the unthinkable happens, the survival of one’s practice can take a back seat to returning to health.

Presented By: Seth Kaplan

Enneagram Magic: The Power of Self- Awareness
“Teamwork makes the dream work;” but first, one must look within themselves. Self-awareness helps us be fiercely present, have honest conversations, build trust and ultimately improve relationships, culture and productivity. The enneagram offers a self- awareness framework to better understand the “why” behind our actions AND inspires us to be curious about understanding the “whys” of those around us. During this session, we will do a deep dive into how to use the enneagram to promote self-discovery, provide feedback and improve teaming at work and at home. That is where the magic lies.

Presented By: Akshata Hopkins

Everybody Wants to Use New Forms (In-Person Only)
Join our Forms Development Team for a discussion of the migration process to PCC’s new forms solution and an opportunity to experiment with the product on your own. This hands-on workshop will include guided exercises allowing you to experience the Forms Configuration Tool within your own EHR system. Attendance at the prior “Sweet Forms O’ Mine” introductory session is recommended. This session will not be streamed for virtual attendees.

Presented By: Dan Gillette, Tim Proctor

Front Desk Best Practices
Explore front desk best practices related to scheduling, check-in, insurance verification and copay collection and what has changed as offices work within the pandemic. Understand the importance of the front desk when it comes to your practice’s workflow and collection process.

Presented By: Lynne Gratton

Get Ready to Dive Into Credit Card Processing: Let the Fun Begin!
We surveyed the PCC practices and the strong majority wanted a credit card processing workshop using CardPointe and/or BluePay with a strong emphasis on Credit Card on File (workflows, pros/cons etc), PCI Compliance, Patient Portal Marketing and setting up/maintaining payment plans.

Presented By: James & Sarah Estes

Grow Your Own EDI Superuser
Explore the lifecycle of electronic eligibility requests, claim submissions, and ERA responses. Along the way, you will learn about the underlying transactions (837P, 270 and 271, 835). By the end of this course, you’ll become the EDI superuser your practice needs: you’ll understand how to troubleshoot eligibility issues, decode confusing payor responses, and when to work with PCC.

Presented By: Ben Brandt

Hardware Petting Zoo (In-Person Only)
We will display and describe current and older equipment supplied by PCC, as well as allow participants to actually plug, click and manipulate equipment. This session is an intro to hardware for the techno-phobic.

Presented By: Tom Anderson,James Frei,Stephen Moore,Thomas Heller

Hardware Petting Zoo (In-Person Only)
We will display and describe current and older equipment supplied by PCC, as well as allow participants to actually plug, click and manipulate equipment. This session is an intro to hardware for the techno-phobic.

Presented By: Tom Anderson, James Frei, Stephen Moore, Thomas Heller

How To Assess Opportunities for Growing or Selling Your Practice
Do you have buyers knocking on your door? How do you know if selling is right for you? Should you hold on or sell out? There may be other options …

Presented By: Susanne Morgana Brennan, MBA

How To Market Your Practice With No Time, Talent, or Money
20 years ago, patients still found their pediatricians through a combination of word-of-mouth and the Yellow Pages. Although parent-to-parent marketing is still vital, 2023 is about Google, review sites, and cell phones. How can you, a pediatrician with no time, money, or social media talent, connect with these new millennial parents?

Presented By: Chip Hart

ImmTrac Roundtable (In-Person Only)
An opportunity for Texas clients to discuss workflows that impact immunization submissions to ImmTrac.

Presented By: Romni Palmer

Leave Behind the Dark Side: Post Charges, Payments, Submit Claims, and More in PCC EHR!
Complete your daily billing tasks in PCC EHR! From checking eligibility to working with personal payments, to submitting claims and posting insurance payments, PCC EHR has tools that will empower your billing lifecycle. Leave behind the text-based darkness of yesterday and learn about PCC EHR’s latest features.

Presented By: Brian Kennedy

Messaging to Patients
Learn the proper usage and best practices for PCC’s various messaging tools. Get up to date with all the recent changes, tips and tricks from patient engagement support specialists, Scarlett Tomlinson and Sasha Pavlovic

Presented By: Sasha Pavlovic,Scarlett Tomlinson

Monitoring your Immunization Submissions
This course covers the basics of using the Immunization Registry Response Viewer to check on your practice’s submissions to the state registry.

Presented By: Romni Palmer

PCC Benefits A Case Study
The benefit package provided by a company to its employees reflects the culture of the organization and provides the employer with the opportunity to demonstrate their commitment to the employer/employee relationship.

Presented By: Grace Kuzmin, Bill VanDeventer

PCC EHR Customizations & Workflow for Pediatric Medical Homes
Patient Centered Medical Home is not just a certificate, it’s actually a concept of care delivery. Learn from industry experts the most effective patient-facing workflows that affect your daily operations.

Presented By: Kate Taylor, Amanda Ciadella

PCC eRx Open Lab (In-Person Only)
New this year! Stop by our eRx-specific open lab for personalized answers to all your prescribing questions. Want help with your Favorites? Need a refresher on custom medications or other configuration options? Have an eRx bug you want squashed? Our eRx team is here to help.

Presented By: Morgan Ellixson Boyea, CPhT, CSPO

PCC Shortcuts For Faster Charting
This Advanced Beginner/Intermediate level workshop session reminds users how to configure snap text, auto-notes, Dx favorites, billing configuration, labs/orders, protocols, and tasking to reduce the time they spend charting. Bring your laptops for hands-on time at the end of the session.

Presented By: Sarah Bunning

Pre-Check-In Takes Flight!
Do you dream of greeting patients at the front desk with a just a smile, and NO paperwork? That’s the vision for a new feature in PCC development: Patient Pre-Check-In. In this session we will demonstrate the initial Pre-Check-In functionality and we will review designs for the remaining planned functionality. PCC will be seeking a few practices to pilot the feature and help us grow it to be ready for all practices. We will discuss the reality of what it means to pilot the first version, and we will provide opportunity for you to share your wishes for how this new feature should evolve to serve the needs of your practice and the patients and families you serve.

Presented By: Erica Greenwood, Amanda Smith

Preconference Morning Session
Live Stream the morning preconference sessions here!

Presented By: Nick Meunier, Tim Proctor, Morgan Ellixson Boyea, CPht, CSPO

Preconference: Introduction to Practice Vitals Dashboard
As a managing physician or practice administrator, have you ever wondered how your practice is performing with key clinical and financial indicators? This introductory session will provide an overview of PCC’s robust Dashboard reporting capabilities, focusing on measures that will allow you to keep your finger on the pulse of your practice.

Presented By: Tim Proctor

Preconference: PCC eRx 101: Prescribing Fundamentals
Are you brand new to prescribing with PCC eRx? Or simply want a review of the fundamentals? Join PCC’s Morgan Ellixson-Boyea, CPhT, CSPO for an in-depth tour of our prescribing software including dedicated time for questions. This course is designed for beginners, but anyone interested in learning more about PCC eRx is welcome to join us.

Presented By: Morgan Ellixson Boyea, CPhT, CSPO

Preconference: Tour of the EHR
This course begins with a run-through of appointment book, clinical workflows, where to find it, where to configure it, and what to do if you’re stumped. We will spend some time in protocols, scheduling templates, clinical alerts, and more.

Presented By: Nick Meunier

Proactively Manage Insurance A/R
In today’s challenging insurance environment, insurances are working overtime to limit reimbursement to providers. To get the most out of your contracted rates you first need to start with managing your insurance denials and the obstacles they throw your way in delaying payment. This session will touch on frequent denials, clearinghouse rejections, payer guidelines and so much more.

Presented By: Rebecca Lamb

Promoting a Vaccine Against Cancer: Increasing HPV Vaccination Rates in Your Practice
In the United States, high-risk HPV cause 3% of all cancers in women and 2% of all cancers in men. The HPV vaccine is extremely effective against preventing HPV related cancers yet only 54% of US teens are up to date on the vaccine and in many areas its as low as 30%. I will discuss how, through small yet effective interventions, Pelican Pediatrics increased our rates from 33% to 88% and how you can too.

Presented By: Eliza Varadi

Real Time Prescription Benefit Service: An Industry Perspective
Join PCC’s Dewey Howell, MD, PhD (the creator of PCC eRx!) for an in-depth review of an exciting change for PCC eRx: Real-Time Prescription Benefit Services. See a sneak peak of our upcoming changes and provide early feedback. Your input matters!

Presented By: Dewey Howell, MD, PhD

Reporting Drop-in Session (In-Person Only)
Join your peers and PCC’s reporting experts to discuss reporting needs at your practice in this part discussion, part workshop session. This is an opportunity to bring your reporting questions and challenges to peers and experts in a low-key, casual, and friendly environment.

Presented By: Tim Proctor, Jim Smith, Kate Taylor

Sailing Into The Wind: How To Survive In A Big Practice Market
How can a small, primary care practice survive in a health care market that appears to favor the larger groups? Learn how small practices can not only survive, but THRIVE, in big practice markets.

Presented By: Susan Kressly, Chip Hart

Sharing Clinical Records: DSM & CDE
This course will explore Direct Secure Messaging and Clinical Document Exchange, two solutions that allow your practice to share data more easily with third parties. Learn the difference between the solutions, how they complement each other, and how to onboard!

Presented By: Jennifer Marsala

Sweet Forms O’ Mine An Introduction to New PCC Forms
This introductory session will show you what it takes to convert to PCC’s new forms solution and the simple-to-use and powerful features that await you on the other side. Join PCC’s Forms development team as they walk you through creating new forms within the form configuration tool, highlighting how to insert variables, response prompts, headers, signatures, and much more.

Presented By: Dan Gillette

The Art of Delegation
In this session, Dr. Skinner will review the business case for delegation in the physician practice, uncover the typical roadblocks to delegation success, and share practical tips that help attendees improve their delegation skills in their offices.

Presented By: Katrina Skinner

The Next Generation Preparing Your Practice for a Long and Prosperous Future
Preparing to hand off a practice you’ve built is a daunting prospect. Taking over an existing practice is similarly daunting. In this course, you will learn how to prepare your practice to be handed off to the next generation. This course will cover structuring ownership and compensation to ease the transition as well as finding and preparing the right people to lead your practice into the future.

Presented By: Paul Vanchiere, MBA

The Pediatrician Experience: Participating in the AAP’s PROS Network Research
This session will provide background on PROS research, current projects, innovative approaches used with PCC, and will highlight the experience from the practitioner perspective of participating in PROS research

Presented By: Alexander Fiks

To the Right of Boom: What Happens After a Cyber-Security Incident Occurs
Learn about what happens after a cyber security incident occurs. Empower yourself by learning about post-event situational awareness and how to respond and recovery from a “boom”. We will review the 4 major actions every practice must take before a security incident is detected and after.

Presented By: Marissa Maldonado

Unstoppable. A Framework for Reaching Practice Goals.
In this session we will talk about how to align your entire team towards your practice goals to ensure they are met and celebrated by all. By the end of the session, participants should be able to define at least one practice goal and will have a framework that what will tell them exactly how to make sure that goal is accomplished not by them, but by their team.

Presented By: Emily Floyd

Using PCC Dashboard Data to Serve Your Community
Join us to hear how Dr. Seth Kaplan from TLC Pediatrics of Frisco, TX uses PCC’s Dashboard to make data-driven decisions for his practice. This session will provide an overview of PCC’s robust Dashboard reporting capabilities, focusing on financial and clinical measures that will allow you to keep your finger on the pulse of your practice.

Presented By: Tim Proctor,Seth Kaplan

Welcome & Morning Announcements Presented By: PCC
What Retirement Taught Me About Retirement Planning
Retirement planning is not something that can be left to be taken care of when one decide that it’s time to retire. Rather, it is something that should be started as soon as one begins that first job. Planning takes different forms and addresses different topics as one moves through the stages of a career, but each choice sets the stage for future ones. While this talk will briefly discuss financial issues usually associated with retirement planning, the focus will be more on understanding one’s identity as a physician, and how that will shape the choices one makes throughout that career, especially those which will impact the timing, process, risks and benefits associated with retirement.

Presented By: Jesse Hackell

What’s Changed with Implementations?
Your office has been on PCC EHR for 5 years or more and your implementation process was 5 years ago. How do we do implementations now? What are the configurations we setup for new clients which you may not be taking advantage of? Learn how current implementations may change how you use PCC EHR.

Presented By: Lynne Gratton

What’s Next for PCC eRx
Join PCC’s Morgan Ellixson-Boyea, CPhT, CSPO for a sneak peek into the next year of development for PCC eRx. In addition, you’ll hear about recent bug fixes and improvements, learn new tips & tricks, as well as cast your vote for future enhancements of PCC eRx! Session will also include open Q&A.

Presented By: Morgan Ellixson Boyea, CPhT, CSPO

What’s Past is Prologue
We’ll share how the original vision for PCC–40 years ago!–designed to emphasize long-term relationships and empower our clients, continues to guide the company vision for today and the future.

Presented By: Erin Auer

Which Interfaces are Right for Your Practice?
Discover which PCC integration options best address specific data sharing use-cases, and which might be a good fit for your practice.

Presented By: Scott Kirby

Why You Need Data and Getting the Data You Need
At the conclusion of this presentation, participants should be able to: illustrate how to turn a “word problem into a math problem” just like in middle school, identify appropriate sources of the data required to make an Evidence Based Practice Management Decision, construct a plan and collect the data required to make an important assessment of the practice.

Presented By: Chip Hart

Writing Playbooks That Are Awesome
Playbooks are important for every pediatric practice: they explain how you want your schedulers to do your appointments; they describe the dress code and attendance policies for your staff in your employee handbook; they lay out steps to take in the case of vaccine temperature excursion. How can you write procedures that are clear, relevant, up-to-date, and don’t suck?

Presented By: Suzanne Berman

UC 2022 Videos and Course Materials

In 2022, PCC’s Users’ Conference returned to Burlington, Vermont. Our theme this year was Resilience and Rejuvenation! We recognize that you are in pediatrics because of your patients and their families. We want to honor that and help you make your practice a place that supports them through every phase of their journey with you.

Over 500 attendees participated both online and in-person in 46 courses, sessions, and round tables on issues of importance to pediatric practices.

Sessions were recorded, and where possible we’ve made them available on a PCC UC 2022 playlist, and using the links below. Attendees can access course and video information on the PCC UC 2022 app, which will be available for one year following the conference.

Learn more on PCC.com’s UC2022 wrap-up page.

Course Descriptions, Slides, and Videos

Course Title Course Description Materials
2022 Coding Updates
Join PCC’s Jan Blanchard for a review of the ICD and CPT changes in play this year. She’s not Donelle Holle, but she’s still awesome!

Presented By: Jan Blanchard

5 Security Policy Tips to Implement for a More Secure Practice
Learn what and how to implement 5 Security Policies today for your practice that will help ensure you are staying up to date with the evolving Cyber Security Landscape.

Presented By: Marissa Maldonado

AAP PROS Update
Join Alex Fiks of the AAP’s Pediatric Research in Office Settings (PROS) group to learn about PROS past, present, and future. He’ll highlight recent studies that PCC clients have collaborated on and preview some upcoming study opportunities.

Presented By: Alexander Fiks

Allow Me to Introduce Myself: Professional Bios in 500 Words or Less
This workshop will cover the basics of what constitutes a great professional bio for websites, speaking events, professional networking, and more. Attendees will workshop their bios and compare with partners for half the session.

Presented By: Allie Squires

Ask Chip
Practices can bring their questions to the session to have them answered live by Chip with helpful input from the audience.

Presented By: Chip Hart

Best Payment Processes: A Review Into Payment Workflows, Credit Card on File and PCI Compliance
How are you taking payments now? Are you employing the best payment processes for your practice? It’s a good idea to review your payment processes and ensure they grow along with you. There are various factors that can require a reassessment of these workflows, including security changes to reduce PCI scope, technology advancements and environmental obstacles, to name a few. We’ll provide examples of what other practices are doing and explain why they work. Payment acceptance methods PCC clients use include combinations of patient portal integration, hosted payment pages, virtual terminals and physical terminals. Like a lot of things, payment processes is not “one size fits all.” Seeing the ways other practices combine these methods in their offices will be useful in assessing the payment workflow of your own practice.

Presented By: James & Sarah Estes

Billing and Payment Workflows (Post 9.4 release)
This session will explore all the ways Billing and Collection tools may be accessed through PCC EHR.

Presented By: Ben Brandt

Billing Workflow Roundtable (in-person only)
Come hear about the tips and tricks your colleagues employ to make PCC work for them. We’ll explore shortcuts, pro tips, and words to the wise that will help you work smarter.

Presented By: Jan Blanchard

Budgeting For Pediatric Practices
Bring together all the financial data points to plan your future! Join Paulie Vanchiere from PMI as he walks you through the steps to create a budget for your practice. Leveraging practical experience, participants will learn what they need to know to properly plan your financial future.

Presented By: Paul Vanchiere

Clinical Oversight Reporting
As a managing physician or practice administrator, have you ever wondered which clinical reports you should be monitoring regularly to ensure the practice is operating successfully? This session will highlight PCC’s robust reporting capabilities, with a focus on clinical oversight reporting. You will learn how to report on clinical operations related to vaccine inventory, orders, and prescription activity. Discover how to use PCC’s Report Library for preventive and chronic care recall. We will also delve into high-level strategic reporting of clinical measures within PCC’s Dashboard including vaccine rates, well visit rates, screening rates, and more. Discover the numbers that really matter to your practice’s clinical health and how to find and track the information you need most.

Presented By: Tim Proctor

Compliance – You Don’t Know What You Don’t Know
Did you know as a Provider every time you credential with Medicaid or Medicaid HMO’s you are attesting that you have an effective Compliance Program? Yes, really. Do Your Practice Policies Meet Federal & State Regulations? Is Your Practice following OIG Guidelines? Are you familiar with Sec 1866? Did you Choose a Qualified Compliance Officer? Is Your Compliance Program Effective? Is Your Practice Utilizing Competencies Effectively? -Attendees will learn best practice risk assessment methodologies, how to define an audit scope, when to perform audits, what to look for, how to document and next steps when hazards or vulnerabilities are discovered.

Presented By: Michelle Richards

Creating Efficiencies within E&M Guidelines
In 2021 we focused on the newness of the guidelines, this year let’s focus on getting the guidelines right!

Presented By: Shannon Deconda

Delivering on Your Practice Culture
Are you running a practice where personal responsibility isn’t baked in? Do people leave shifts early? Do they wait for someone to tell them what to do? Are messes left for someone else (you!) to clean? Do your patients miss a lot of appointments? Is your clinical performance disappointing? How can you lead your practice to understand that they are part of a team with a common goal. You’ll also learn tips for honestly assessing BOTH of your practice’s cultures; the culture you aspire to and the culture you actually have.

Presented By: Chip Hart

Expanding Your Practice
This talk will focus on how to expand your practice and will address such topics as adding services to your existing location, opening an additional location, adding providers and/or partners, exploring and assessing joint ventures (with hospitals and other 3rd parties), and so on.

Presented By: Susanne Morgana Madden, MBA,Paul Vanchiere

Financial Oversight Reporting
As a managing physician or practice administrator, have you ever wondered which financial reports you should be monitoring regularly to ensure the practice is operating successfully? This session will highlight PCC’s robust reporting capabilities, with a focus on billing oversight and productivity reporting. You will learn how to do a pricing and payment analysis, and develop an understanding of high-level strategic reporting of financial measures within PCC’s Dashboard product. Discover the numbers that really matter to your practice’s financial health and how to find and track the information you need most.

Presented By: Tim Proctor

Forms with Benefits
Find out how PCC’s new forms solution can help you get more out of patient form letters. In the new way of doing things, your current forms get an upgrade and you can create new templates from scratch. Discover the benefits of switching up how you do forms, what it takes to convert to the new solution, and the simple, powerful tools that await you on the other side.

Presented By: Bastien Gliech,Dan Gillette,Kayla Robinson

Front Desk Best Practices
Explore front desk best practices related to scheduling, check-in, insurance verification and copay collection and what has changed as offices work within the pandemic. Understand the importance of the front desk when it comes to your practice’s workflow and collection process.

Presented By: Lynne Gratton

Get the most out of the CHADIS and PCC EHR integration
This session will offer practical insights, peer-tested ideas, and tips for getting the best return on your CHADIS integration. Some of the topics we’ll cover include: improving your patient portal usage rates, following up on outstanding questionnaires, modifying your CHADIS screening assignments, and many more. Bring your questions and ideas to this session. This course is primarily intended for existing users of the CHADIS-PCC integration, but the tips and tricks in this session will be beneficial to clients who are in the process of integration, or who would like to get started.

Presented By: Sasha Pavlovic

Healthcare Engagement and Experience
In 2022 and beyond, primary care must continue to adapt to Gen Y and Gen Z parents.This talk explores the ways in which healthcare professionals can connect and engage with patients/families.

Presented By: Todd Wolynn

How Much Should I Pay An Employed Clinician?
Hiring a new physician or nurse practitioner and wondering not only what you should pay, but what you can AFFORD to pay? This simple exercise will walk you through determining the maximum salary of your employed clinicians and review the non-salary drivers that motivate clinicians.

Presented By: Alex Meyer, MBA

How not to be a BWitch
Exploration of professional interactions among women, the negative impacts of the Queen Bee Syndrome, and how changes can be made for women to help uplift each other.

Presented By: Hiral Lavania

How the COVID Pandemic Permanently Changed How We Practice
Since the onset of COVID pediatric practices have had to change how we practice. Initially these changes seemed temporary but after 18 months many of the changes have actually improved many of our workflows and will likely stay. Some of the changes include or are related to : telemedicine, remote check-in, vaccine clinics, waiting rooms as well as addressing social and economic issues.

Presented By: Eliza Varadi

How To Effectively and Profitably Add Behavioral Health Services To Your Practice
This talk will focus on how to incorporate Behavioral Health services into your practice from a ‘line of service’ perspective: Who do you hire? What services do you offer? Do you outsource? How do you promote to patients? How can you ensure its profitable?

Presented By: Susanne Morgana Madden, MBA,Amanda Ciadella

How To Give Vaccines Without Giving Away The Farm
Do you know how much it really costs to administer vaccines? Are you properly billing for your vaccines? Learn how to measure your real product and administrative costs and discover practices ways to improve your delivery efficiency. Special appearance by Dr. Christoph Diasio to discuss vaccinating adults in the pediatric medical home.

Presented By: Christoph Diasio,Chip Hart

How To Maximize Your Preventive Care Clinical and Financial Workflow
We will discuss how to use different reports and PCC Dashboard information to maximize your well check recalls and minimize outstanding balances.

Presented By: Jim Leahy,Hiral Lavania

How to Organize and Run a Successful Drive-Thru Vaccination Clinic
Since the onset of the pandemic – we have turned our annual fluclinics into a drivethru – we have been able to perfect the technique – vaccinating 3 times the number of people while being socially distanced in their car. Once COVID vaccines rolled out we added those to our drivethru. Our last drivethrus included flu vaccines and COVID vaccines without any confusion and easy documentation. I would like to present the logistics and organization of the drivethru clinic

Presented By: Eliza Varadi

Humor in Medicine
You don’t need to be a shoulder specialist to find humor in medicine. Jim Smith’s comedic routine will teach how incorporating humor and levity into your practice can help you connect with and provide better care for your patients.

Presented By: Jim Smith

Impact Beyond The Exam Room
At the end of this presentation, attendees will understand that they can have impact beyond the exam room. They will also discover the different ways they can accomplish this.

Presented By: Dr. Unachukwu

Impact of COVID on Preventive Care
2020 was the first time in decades of measurement that most pediatric clinical benchmarks declined – well visit coverage, depression screening, even vaccines. What does the data tell us about the impact of COVID on the services pediatricians provided in 2020 and what should we be doing about it?

Presented By: Chip Hart

LIVE Pediatric Billing Drop In
Come meet all of your Pediatric Billing peers at this live, in person event modeled on our monthly virtual get togethers. No one knows your work like billing experts! Who better to offer solutions, time savers, shortcuts, tools, and resources than your fellow peers who are also using PCC? This is an opportunity to bring your questions and challenges to peers and experts in a low-key, casual, and friendly environment.

Presented By: Jan Blanchard,Douglas Brosseau

Oversight Reporting Workshop (in-person only)
Take what you’ve learned in the Financial and Clinical Oversight Reporting courses and start to put it into place in your practice. Bring your laptop, log into your system, and start working with your reports and your data today!

Presented By: Tim Proctor

Patient Recall Strategies
You know you have patients you haven’t seen in a while. How do you get them back in the office so they get the care they need? PCC’s Jim Smith will review recall strategies to bring your overdue patients back.

Presented By: Jim Smith

Preventive Care vs Sick Visit and Combo Care
Sometimes it’s not just a well child visit, and sometimes it’s not just a sick visit. The key is ensuring proper documentation to bill appropriately for services rendered.

Presented By: Shannon Deconda

Promoting Child Health Through Advocacy
Pediatricians are natural advocates and using these skills to advance and promote child health is impactful. This talk will review why advocacy is important, how to hone and develop those skills, as well as provide AAP examples of successful advocacy efforts.

Presented By: Sandy Chung

Refugee and Migrant Health and Your Pediatric Medical Home
The United States is seeing increases in the numbers of children and unaccompanied youth fleeing violence from countries in Central America, Haiti, and Afghanistan. This session will examine what these new populations of children mean to your community as well as highlight pediatric practices that are developing the capacity to care for these children.

Presented By: Colleen Kraft

Should You Run?
More women are needed to hold public office. Is it in your future? Hear from one female pediatrician who ran–and won!

Presented By: Katie Schafer

The Changing Nature of Malpractice Suits in Pediatrics
While the allegations of negligence in care have not changed much, the tactics and focus of plaintiff’s attorneys have evolved in concert with the changes in technology and documentation. This session will review several cases where the outcome depended not just on what the physician did or did not do, but on the technical processes of management and documentation.

Presented By: Jesse Hackell

The Five Biggest Mistakes Pediatricians Make
The 5 Biggest Business Mistakes Pediatricians Make Why do good independent pediatricians fail? Failure is an opportunity to reassess and learn from mistakes. While you’re good at your profession, it’s not enough to simply be a good pediatrician anymore. You also need to understand and excel at the business of pediatrics to make an independent practice truly thrive. It’s easy to develop habits over time that allow you to just get by, but not excel in your practice. With a few simple changes, you can improve your business, delight your patients, and create a better workplace culture. Take the opportunity of mistakes to make your practice stronger and more agile than ever.

Presented By: Chip Hart

The Magic of Tidying Up: Pediatric Executive Edit
Pediatricians frequently work in silos where their perfectionism and inability to say no leads to burnout and exhaustion. Many pediatricians have not cultivated their superpower of delegation or learned the art of automation to create more time for things that bring them joy. A pediatrician’s health, well-being, and personal development are crucial to the sustainability of their practice. In this thought-provoking and highly-motivating session, attendees will apply the principles of a popular decluttering movement to create more calendar space so they will have the emotional, mental, and physical bandwidth to care for their patients, families, and communities.

Presented By: Katrina Skinner

The Patient Centered Medical Home (PCMH) For Children With Special Healthcare Needs
It’s not a building! Family/Youth Leaders have an important role to play in a patient centered medical home. Learn what makes a medical practice a medical home, about the certification process and how family/youth leaders are integral to its success.

Presented By: Jan Blanchard,Amanda Ciadella

Time Tested Protocols for Personal Billing
Accounts receivable management is a constant battle for pediatricians. As the financial burden of healthcare shifts further towards the patient in the form of higher deductibles and copays, providers who have reliable and effective Personal Billing protocols will maintain a healthy cash flow and maximum revenue. This session will outline proven processes for efficient and effective Personal AR management. Target areas will include collections, front desk coordination, handling patient questions, managing aging balances.

Presented By: Rebecca Lamb

Update on the 21st Century Cures Act and Data Segmentation
Discussion of progress made and pitfalls encountered in the process of learning how to segment data in the EHR to assure access to critical health information while also preserving confidentiality. Exploration of steps the pediatric provider should be prepared to take in view of our unique obligation to both children and their parents.

Presented By: Jesse Hackell

Welcome Session (Wed) and “Don’t Stop Believin’!” Presented By: PCC
Welcome and Morning Announcements (Thu) Presented By: PCC
Welcome and Morning Announcements (Fri) Presented By: PCC
What’s New?
We’ve released a ton of software in the last year. Come learn about all the new things at PCC since our virtual UC in 2021!

Presented By: Scott Ploof

What’s Next for PCC eRx
Join PCC’s Morgan Ellixson-Boyea, CPhT, CSPO for a sneak peek into the next year of development for PCC eRx. In addition, you’ll hear about recent bug fixes and improvements, learn new tips & tricks, as well as cast your vote for future enhancements of PCC eRx! Session will also include open Q&A.

Presented By: Morgan Ellixson Boyea

What’s Next?
During this session the PCC roadmap will be presented. The session will also include PCC’s planned release schedule.

Presented By: Megan Maddocks

Include Signable Policy Documents in Patient Portal Message Templates

Speed up your check-in process by including the Agreement field to a Patient Portal Messaging template, so patients can review and electronically sign policy documents before they arrive.

Create or Edit a Message Template

Open the Patient Portal Configuration tool from PCC EHR’s Configuration menu and open the Messaging Templates tab. Click “Add” to create a new message template, or “Edit” to add the Agreement field to an existing template.

Add The Agreement Field

From the field drop-down menu, select the Agreement Field and click “Add”.

Upload Documents

Click “Attach Document” to select a file. This file will be available for all Patient Portal users to review and sign when they select this message type. Select a document category for this document to be assigned in the chart’s documents.

Add a Label and Title

Once you’ve uploaded the document, give it a label and a title. The label will appear in the message template to indicate to the user what the document is, and the title will appear as the file name in the patient’s documents.


Add Additional Agreements

You can add multiple agreement fields, so if you need several documents signed, add an agreement field for each one, and upload each document.

Optional: Update Your Policy Documents

If you update or create a new policy document, you can replace the document in your Patient Portal Messaging Template and uploading a new one. To remove the document, edit the message template and click the X icon next to the document, then click “Attach Document” to upload a new version of the document.


Portal Users Sign and Send the Documents

When a portal user selects the new template, they’ll find each document waiting for them. They can review each document and click “Sign” to attach an electronic signature, along with a time and date stamp.

Once the user has signed the documents and sent the portal message, you’ll find it in the Messages Queue, the patient’s history and the patient’s documents.

If there are multiple documents in the message template, and the user elects to sign only one, no signed tag or timestamp will appear on the unsigned documents, but the user can send a new message to sign or resign any document.

Provide Good Faith Estimates for Pediatric Encounters

If a family does not have insurance, or the family won’t be using insurance for an encounter, then a pediatric practices needs to provide a “Good Faith Estimate” for the cost of care when an encounter is scheduled more than 3 days in advance.

This requirement came into effect on January 1st, 2022 as part of the “No Surprises Act”, and it aims to reduce the likelihood of a family receiving an unexpected medical bill.

Apply the Good Faith Estimate Rules for Pediatrics

Under what circumstances would a pediatric practice need to provide a Good Faith Estimate, and what should the estimate include?

Review the Types of Encounters You Schedule

Your practice schedules a variety of encounters, including physicals or “well visits”, next-day or same-day sick appointments, rechecks, and various consultations.

A typical pediatric practice should be prepared to offer Good Faith Estimates for their well visits, recheck visits, or consults—any appointment that would likely be scheduled more than three days in advance. It is unlikely you will need to provide a GFE for typical “sick” encounters, but you may wish to create one anyway for less-common circumstances.

Develop Estimates That Are Within $400

When you provide a Good Faith Estimate, it should declare the expected cost of services typically performed during the type of encounter, with an accuracy within $400.

For example, your Well Visit Good Faith Estimate might list expected amounts for a well visit and immunization administrations for each age, including amounts for common screenings.

While you are not required to detail the individual costs associated with an encounter, your practice may choose to list common procedures and prices to help the family understand what is included in the GFE.

Always Verify Payment Information When You Schedule

Medical professionals are not required to provide GFEs if the patient or family intends to bill insurance for the encounter, or if the practice will bill an insurance payer on behalf of the family.

Therefore, in addition to developing a GFE form for certain encounter types, your practice should review how you schedule appointments.

Whenever you schedule any encounter, your practice should:

  1. Ask the patient or family how the encounter’s charges will be paid
  2. Collect or update the patient’s insurance information
  3. Provide a GFE if the encounter will not be paid by insurance

PCC software includes customizable tools that can help your practice complete these tasks, such as Clinical Alerts which can appear during scheduling, the customizable Patient Details ribbon, and the ability to check insurance eligibility at any time (including a tool for reviewing eligibility for all scheduled patients). Contact PCC Support for help getting started with any of these tools.

No Insurance, Or Not Using Insurance For a Given Encounter: When a patient or family indicates that they do not have insurance, or that they do not intend to bill insurance for a specific encounter, and the appointment is scheduled three or more days in advance, you should provide a Good Faith Estimate that lists the expected charges with an accuracy within $400.

Develop a Workflow for Sending out GFEs

When your practice knows that a family will not be paying for an encounter with insurance, you should provide them with a Good Faith Estimate within three days of scheduling the appointment.

Your practice could use various methods to accomplish this. You can produce the required form immediately after you schedule the appointment, using the Forms component, and then deliver it using the patient portal.

If the family does not have a portal account, you can generate a PDF and use email or physical mail. You can work with PCC Support to adjust your forms and customize reports to meet this need.

Create Good Faith Estimate Forms

Your practice can develop quick Good Faith Estimate forms to help you provide a Good Faith Estimate whenever it is needed. For example, you could create a form letter that lists your GFEs for each type of encounter, and then send that form to families through the Patient Portal.

VFC and TOS Cash Discounts: If your practice administers VFC or other reduced-rate immunizations, you may wish to account for that difference in your GFEs. Similarly, if your practice offers a discount for payment received at time of service, you can include that information on your GFE forms.

While your practice is not required to provide an itemized charge list, many practices are choosing to do so in order to define the amounts included in the Good Faith Estimate.

Olney Pediatrics in Maryland and North Augusta Pediatrics has shared a sample Well Visit form (charge amounts have been removed for this image), which allows them to quickly create a GFE by checking off the details for a scheduled encounter and entering a total:


You can download a Microsoft Word file version for use at your practice.

The AAP has also created several sample forms:

In order to provide an accurate GFE for lab work that may occur outside of your practice, you may want to contact your lab companies. The AAP created a sample letter:

You can access the above AAP’s materials through the SOAPM website.

Contact PCC Support for help setting up your Good Faith Estimate forms.

Use a Billing Service with PCC

Some pediatric practices use a billing service instead of (or in addition to) in-house billing staff.

PCC maintains an index of billing services that have used PCC in the past, along with a quick “things to consider” Billing Service Shopping List for practices who are looking into using a billing service.

Billing Service List

Not a Recommendation or Endorsement: PCC makes no recommendation for particular billing services. Inclusion on this list means we know that the service has used PCC software at some point, and that they’ve shared their contact information with us.

Name Contact Email Phone Website Business Address
Altus Pediatric Billing Emily Floyd emily@altussolutionsgroup.com (972) 607-4130 https://altuspediatricbilling.com/ 7200 State Highway 161, Suite 350, Irving, TX 75039
AM Med Solutions Sunny Gazahi sg@ammedsol.com 888-811-5391 x100,
Fax: 1-646-292-5178
www.ammedsol.com 247 Prospect Ave, Suite 4C, Brooklyn, NY 11215;
1368 N US 1, Suite 404, Ormond Beach, FL 32174
Bookkeeping & Business Services, LCC (BBS) Diane Richards info@bbs1040.com, drichards@bbs1040.com (978) 794-1919 Bookkeeping & Business Services, LCC 302 Broadway, Methuen, MA, 01844
IPMSO Remote Biller Susanne Morgana Brennan brennan@ipmso.org (877) 774-7726 (877-771-PRCM) The Verden Group 48 Burd St Suite 104 Nyack, NY 10960
Medical Solutions Stephanie Dubert info@sotxbilling.com (956) 630-2225 Medical Solutions 612 Nolana, Suite 330, McAllen, TX 78504
PedsOne Tim Rushford tim@pedsone.com (866) 371-6118 PedsOne 10 East Allen Street, Suite 100 Winooski, Vermont 05404
Sweet Pea Solutions Heidi Chamberlin info@sweetpeamroc.com (888) 538-1089 Sweet Pea Solutions PO Box 73, Sheldon Springs, Vermont 05483

Billing Service Shopping List

PCC created a Billing Service Shopping List guide in 2021. It includes questions to ask and things to consider when you research a billing service.

Contact PCC

Get in touch with PCC if you have questions about our policies and procedures for working with billing services. If you begin working with a billing service, let us know!

You can find other PCC clients who use billing services on PCC Community.

Run Reports About Your Patient Portal Usage

The Patient Portal category in PCC EHR’s Report Library includes a wide range of reports to help you maximize your practice’s use of the Patient Portal. You can track your practice’s usage, manage patient and family accounts, and ensure that patients are linked to the appropriate portal users.

The Report Library offers several built-in reports, which your practice can customize and refine to get exactly the information you need.

Patients with Portal Users

The Patients with Portal Users report lists patients with or without a portal account.
It can be limited to just patients with or without an associated portal account, or select both to build a list based on all your existing patients. To leave out transferred, deceased, or other groups of patients, click the edit button next to the “Exclude by Patient Flag” list to adjust which flags will cause the patient to be left out of the results.

Portal Activity for Patient and Portal Activity for Portal User

Portal Activity for Patient shows all actions of any user associated with a single patient, and  Portal Activity for Portal User lists all actions by a single Portal user. Use this report to find out who accessed patient data, sent a message, or made a change to an account.

Because each action generates a new line in the portal, this report’s results can be very large, especially if your date range is wide. To ensure you get a manageable amount of data, try to build the report for the smallest possible range of dates.

Portal Message Response Time

Use the Portal Message Response Time to ensure that your Portal Users are getting prompt replies to their messages. It lists all messages within a selected date and time range, and calculates the time between when a portal message was received, and when a response was sent from your practice.

Portal Payments

Use the Portal Payments report to find and list incoming portal payments to your practice. You can limit the report by card type, transaction type, status, or result: approved, declined or error, and thereby find payments that need correction, processing or other work.

Portal User List

Generate a list of all portal users created within a range of dates, including user details, last activity and linked billing accounts.

Portal User’s Patient List

Portal User’s Patient List generates a list of all patients associated with a selected portal user. Use this report to ensure that portal users have access to the correct patients. By default, it includes a wide range of user information, including the user’s email address, name, phone number, linked billing account, and creation date.

Portal Users by Appointment Date

Ensure that all of your upcoming appointments have portal accounts associated with the scheduled patient by using the Portal users by Appointment Date report. It lists upcoming appointments and each portal user associated with those patients. If a line’s Portal User column is blank, you can be ready to create a portal user when the patient arrives.

Portal Users by Relationship

See how your Portal users are associated with their linked patients, parent, sibling, grandparent, et cetera. This is especially useful for finding users with a Portal User Relationship of “unknown” so that you can correct the relationship and ensure that CHADIS questionnaires are properly assigned.

Portal Users Linked to a Patient

The reverse of the above report, Portal Users Linked to a Patient generates a list of all users associated with a single patient. As above, this is useful to double check that a patient is associated with the correct users, so that no information is shared with the wrong person.

Share and Print Lab Results Through the Patient Portal

Your patients and families can download and print lab results from PCC’s Patient Portal, so there’s no need to upload COVID-19 and other test results manually. Portal users can access test results from their phone or computer, to print and share wherever they’re needed.

When you check “Include on Patient Reports” while ordering a lab in PCC EHR, the lab order automatically appears in the Patient Portal in the patient’s Labs section, and in the lab component of the visit itself.


The Download Lab Orders button generates a PDF file of the lab results. The PDF is very similar to the lab order details view in PCC EHR, though some minor items are changed to make the lab results clearer and easier to read.

Portal users can save the PDF to their phone or computer, or print it and have it in hand for schools, camps, and any other occasion where test results are needed.

Set Up a Brother ADS Scanner

Read the procedures below to set up and configure a Brother ADS-XXXXX scanner.

Prepare for Setup

You will need to take the following actions before you can set up your scanner.

Contact PCC Support to Set Up Scanner Bucket

If you do not have an existing scanner bucket, call or email PCC Support at (800)722-7708 or support@pcc.com to request a new scanner bucket.

Replacing an existing scanner?: If you are replacing an existing scanner you can use your old scanner’s bucket. To find your existing bucket number, log in to PCC EHR, select Documents from the Configuration menu, visit Import Documents, and choose a bucket from the “File Source” column.

Find Your Wireless Information

Ask your Office Manager, Managing Provider, or local IT person for the name of your office wireless network and password.

Connect Your Scanner to Your Wireless Network

Follow the steps included with your device to connect to your wireless network. You can also search for instructions on the Brother Tech Support site here. If you need assistance, call PCC Support.

Find Your Scanner’s IP address

Turn on your scanner and use your scanner’s control panel to follow the steps in this image. Choose WLAN for step 3 if you are using a wireless internet connection.

Find Your Scanner’s Default Login Password

The default password is either “initpass” or the password located on the back or bottom of the machine after “Pwd”.

Configure Your Profile Settings

Access Your Scanner in a Browser Window

Open a web browser and type the IP address of your scanner. (Example: https://10.40.1.112) Log in with your Login Password if prompted.

Sync Date and Time With Server

Select the “Administrator” section and then select “Date & Time”. Enter your current date, time, and time zone. Set Auto Daylight to “On”. Select Synchronize with SNTP server.

Click “Submit” or “Save” if prompted.

Set Profile to Network

Click on the “Scan” section. Then click “Scan to FTP/SFTP/Network”. Set Profile 1 to “Network”.


Save Profile Settings

Click “Save” at the bottom of the page.

Confirm Profile Settings

Click on the “Scan” section. Then click “Scan to FTP/SFTP/Network Profile” and confirm that Profile 1 is set to “Network”.

Set Profile Path

Click on “Profile 1” and set or verify the following:

  • Profile Name: PCC EHR
  • Network Folder Path: \\acro\scanning\bucket### (Example: \\gkp\scanning\bucket001)
  • File Name: Use default
  • Quality: Color 150-200 dpi
  • File Type: PDF Multi-Page
  • Document Size: Letter or Auto

Continue Setting Profile Path

Scroll down and set the following:

  • Enter the scanning username: nobody
  • Enter the scanning password: nobody
  • Reenter the scanning password: nobody
  • Leave all other settings on the default.

Click “Submit”.

When you click “Submit”, the software will test communication between the scanner and the server. You will see a green “OK” or a red “Failed” to indicate whether your configuration was successful. Call PCC Support for assistance as needed.

Test Your Scanner

Your scanner is now configured. Follow the instructions in your manual to run a test page. Upon completing a scan, your scanned document will appear in the Import Documents tool in PCC EHR. For more information, review this article: Attach a Document to a Patient’s Chart
Downloadable versions of Brother manuals and user guides can be found here.

Virtual Advanced Training Sessions

PCC offers online Virtual Advanced Training on topics designed to help your practice take better advantage of PCC’s features and tools. You’ve been using PCC EHR for a little while, and now you’re ready for a deep dive into how PCC can best intersect with your practice’s day-to-day workflow.

PCC hosts VAT sessions monthly, providing instruction followed by live discussion where you can ask questions, hear about what other practices are doing, and discuss implementation with PCC experts.

You can catch up on the recorded, instructional parts of these sessions any time using the links in the list below:

For more information, or to find out how to attend a live session, contact PCC Support at 802-846-8177 or 800-722-7708.

Also, for a self-guided overview based on roles, see Training for New PCC Users.

Update Your PCC Email Preferences

PCC reaches out to one or more folks at your office via email, and PCC services (like the online PCC Community) have optional email notifications.

If your practice has a new Office Manager, or you get a new email address, how do you update the ways that PCC contacts you? How do you set your preferences for different kinds of email communication from PCC?

Set Email Preferences for PCC Updates and Announcements

PCC sends information about software updates, disruptions to services, news about important issues facing pediatricians, and more to an email mailing list.

PCC recommends that at least one person at your practice sign up for these emails, such as an Office Manager or managing provider. We are careful to limit how many emails we send, and you can set which types of email messages you receive. These emails are sent from the pccmarketing@pcc.com address.

  • Subscribe: To subscribe to PCC updates and announcements, call 802-846-8177 or 800-722-7708 or send an email to support@pcc.com.

  • Change Your Email Address: To change the email address you use to read PCC communication, send an email to support@pcc.com to subscribe your new email address. Then, in your old email address account, use the Unsubscribe link from the bottom of an email from PCC.

  • Unsubscribe or Change What Messages You Receive: To change your email preferences or the address that you use, click on a link to “Manage Preferences” or “Update your email preferences” found at the bottom of an email from PCC.

You can find links to unsubscribe or change email preferences at the bottom of emails from PCC.


When you click a link to manage preferences, you can indicate whether you would still like to receive emails about PCC EHR and Company News, Pediatric Resources, the Pediatric Insights Blog, The Independent Pediatrician, Job Notifications, and emails from PCC Sales.


Click the “Update email preferences” button at the bottom to save your changes.

Set Email Preferences for PCC Community and PCC Talk

PCC Community is an online forum where you can ask questions of other pediatric practices and learn about important issues in pediatrics. It’s also a place where you can get caught up on PCC news, blogs, and announcements. Learn more by reading the PCC Community help article.

PCC Community can automatically send you email notifications about new posts, or digests collecting the new posts since you last visited.

  • Sign Up: To sign up for PCC Community, which can include email updates, see the instructions in the PCC Community help article.

  • Unsubscribe, Change Email Address or Change What Messages You Receive: To change your email preferences for PCC Community, see the instructions in the “How do I adjust my email settings and other user preferences?” and “Can I redirect PCC Community messages to a different email address?” questions in the PCC Community help article.

Change Email and Contact Information for Individual Communication from PCC

PCC Support sometimes needs to email your practice directly about support issues, software update migration, and other issues.

PCC keeps a list of contacts for your practice, with corresponding emails and phone numbers.

To change who PCC should contact, or to change the email address or phone number they should use, call 802-846-8177 or 800-722-7708 or email support@pcc.com.

Install a Fujitsu fi-7160 Scanner for PCC EHR

PCC recommends the Fujitsu fi-7160 scanner because of its reliability and performance. Older models of the fi series, like the 6110, are acceptable alternatives. All scan settings are controlled through the included PaperStream software.

Install a Fujitsu fi-7160 Scanner for PCC EHR on Windows

Follow the steps below to install and configure a Fujitsu fi-7160 on a Microsoft Windows PC for use with PCC EHR.

Download the Scanner Driver and Application

Unplug Your Scanner

Unplug your scanner from your workstation before software installation. Fujitsu fi-7160 scanners plug into workstations with a USB cable.

Visit Fujitsu’s Downloads Page

Open a web browser to Fujitsu’s fi Series downloads page (https://imagescanner.fujitsu.com/global/dl/).

Download the PaperStream IP Driver

Select your scanner’s series, scanner model, and your PC workstation’s operating system. Click “Display software list”.


Click “Download” next to PaperStream IP (TWAIN)


If the download does not begin automatically, click the “Download” link called PSIPTWAIN(version number).exe


If prompted to run or save, select “Save”.

Download the PaperStream Capture Application

Click the “Back” button on your browser to view the previous page. In the applications section, click “Download” next to PaperStream Capture.


Enter your scanner’s serial number.


If the download does not begin automatically, click the “Download” link containing PSC(version number).exe. If prompted to run or save, select “Save”.

Install the Scanner Driver and Application

Launch the PaperStream IP Driver

Open your Downloads folder and launch the driver installer, PSIPTWAIN(version number).exe. If prompted to allow changes to this computer, select “Yes”. The installer will run a script to install necessary files, and then open a PaperStream IP Driver Setup window. Click “Next” to continue.

Install the PaperStream IP Driver

On the following screen, confirm that PaperStream IP and Scanner Central Admin are both checked, then click “Next”.


Read the agreement, check the “I accept…” box and click “Install”.


Installation may take several minutes. When complete, all three boxes (PaperStream, Software Panel and Scanner Agent) will be checked, and the “Stop” button will change to “Close”. Click “Close” to complete the driver installation.

Install PaperStream Application

Return to your Downloads folder and open the PaperStream application installer. You may be prompted to choose your language, and a PaperStream setup window will open.

  • Check “I accept the terms…”
  • Select “Basic (use basic functions with no limitations)”.
  • Uncheck “Display sample profiles”.
  • Uncheck “Show Welcome on startup”.



Click “Install”. When the installation is completed, click “Finish”. Click “OK” when prompted.

Configure Scanner Buttons

Plug in Your Scanner

PCC recommends that you plug your scanner into a USB 3.0 port for optimal speed.

Open the Windows Printers & Scanners Settings Panel

Find and open the Printers & Scanners settings window from your Windows Start menu. The fi-7160 should appear on the list of added devices.

Select Scanner and Properties

Click the device once, then click the “Manage” button.




Next, click “Properties”.

Configure the Scan Button to Launch PaperStream Capture

Select the Events tab.

  • Confirm that “Select an event:” is set to “Scan Button”.
  • Select “Start this program:”
  • Choose PaperStream Capture from the drop-down menu.

Now PaperStream Capture will run when the scan button is pressed on the physical scanner. Click “OK” to close this window.

Configure Scanner Profile and Destination

In this section you will configure the scanner’s settings and route the finished scans to PCC EHR.

Open the PaperStream Capture Application

Open the PaperStream Capture Application from the Start menu or desktop icon.

Create a Scanner Profile

Click the Lines menu next to the blue Scan button.


Select “Configure Profiles” from the drop-down options and click on the plus (+) button to add a scanner profile.


On the left menu select “1. Name” and add the Name “EHR”.

Confirm that PaperStream IP fi-7160 is in the Source Box

Select “2. Source” from the left menu. PaperStream IP fi-7160 should be visible in the “Source” box.


If the PaperStream IP fi-7160 is not in the “Source” box, there may be a problem with installation. Contact support at 1(800)722-7708 or support@pcc.com to troubleshoot the issue.

Configure Source Parameters

In the Source Parameters box, set the following:

  • Color Mode: Auto Color
  • Resolution: 200 dpi
  • Leave the Paper Size, Sides, and Continuous Scan as defaults.


Configure Display Options

In Display Options, set the following:

  • “Release After Scan”
  • “Minimize App. During Scan”
  • Do not select “Exit App After Scan”, as this can slow scanning time.

Leave Mark Options on the default settings.

Save and Name Your Profile

Click “Save As” under the Scanner Driver Profile drop-down. Name this driver profile “EHR” at the prompt.

Configure Your Scanner Profile Destination

Select “3. Destination” on the left menu. Change the default TIF to a PDF.

In the Folder field, type: \\acro\scanning\bucket###. Replace “acro” with your PCC practice acronym and “###” with your chosen bucket number (bucket001, for example). Use only lowercase for the acronym, and backslash “\” as opposed to “/” forward slash.

Which Bucket?: To pick a bucket number, log in to PCC EHR, select Documents from the Configuration menu, visit the Import Documents tab, and choose a bucket from the “File Source” column. For more information on buckets, visit Configure Document Categories, File Sources, and Default Behaviors.


Save You Scanner Configuration

Click “Save”. If a warning pops up, click “Yes” and “Close”.

Return to the Main Screen

Click the “Back” button to return to the main screen.

Map Your Scanner to the EHR Profile

Click the Lines menu and select the Administrator Tool. Select “Usability” from the left menu. Choose the “EHR” profile from the Scan drop-down.

Save Your Scanner Profile

Click “Save” and then “Close” to return to the main screen. Your EHR profile and rules are now set and you are ready to try a test scan.

Test Scanning a Document to PCC EHR

Follow the Fujitsu fi-7160 instructions to scan your first document. This first scan will be slow as the service is running for the first time.

When the scan completes, log into PCC EHR and navigate to Import Documents. The PaperStream application will flash orange on your toolbar as the scan is processed and the “Load New Files” button on the Import Documents screen will highlight yellow. Click the “Import Documents” button to load the scan into PCC EHR.



By default, you will see documents from all sources. You can change the File Source drop-down to select a specific bucket. Your scanner is now fully installed. For more information on importing documents, visit Attach a Document to a Patient’s Chart.

Configure Incoming CHADIS Questionnaire Results

When your patients, parents, and other users complete a CHADIS questionnaire, the results are automatically returned to PCC EHR, so you can review results quickly, without logging in to CHADIS at all.

To configure results, and ensure that incoming results are matched to the correct visit type, begin by linking questionnaires to orders through the Protocol tool in PCC EHR’s Configuration menu.

Open Protocol Configuration

In Protocol Configuration, select Component Builder, and open the Screening Orders component.

Any of these orders can be associated with a CHADIS questionnaire.

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Open Questionnaires

Click “Add a Questionnaire” to open the full list of CHADIS questionnaires.

Select Questionnaire

Select one or more questionnaires to link it to the screening order selected above. You can use the search box in the upper right corner of the window to narrow the list of questionnaires and find exactly the questionnaire you need.

Each Questionnaire Can be Assigned Once: Each order can have multiple questionnaires assigned to it, but each questionnaire can only be associated with a single order. If a questionnaire is gray and cannot be selected, that questionnaire is already assigned to an order.

Some things to consider as you’re adding questionnaires to orders:

  • The simplest configuration is to add one order per questionnaire. For example, if you use CHADIS questionnaire #947, ADHD Developmental Intake Form, then create an order called “ADHD Developmental Intake Questionnaire” and assign the questionnaire to it.
  • For questionnaires that have different versions sorted by age, consider assigning all ages to a single order. Assigning all ages to one screening order, means you only need to configure billing for one order, rather than a separate order for each age.
  • Some questionnaires have different versions based on the respondent. For example, the Pediatric Symptom Checklist questionnaires include versions for both the parent and patient. Assigning both to the same order will group the results together in the visit, making it easier to compare the two without and closing two separate orders.
  • Consider the workflow for incoming results. If results require creating a task, such as manually updating medical history, assign those medical history questionnaires to a single order, and then assign one task from that order.

Decide If a Signature is Required

If a signature should be required on the results when they arrive, check the signature required box. Any questionnaire that requires a signature will appear on the signing queue when the result arrives.

Link LOINC codes to Screening Orders

To track CHADIS screening questionnaires for Clinical Quality Measures and PCMH, add matching tests to each Screening Order. Under the “Tests to Include” heading, click “Add a Test” and select the appropriate test. When tracking for Clinical Quality Measures, depression screenings require a result before they will appear in CQM reports.

Tasks are automatically assigned a due date the same day as the visit, so that tasks won’t appear on the task list before the patient arrives.

When a provider opens the visit, the results are available to review. New tasks can then be assigned and results entered.

Clicking “Details” opens the CHADIS results. If an order includes results from multiple respondents, each respondent’s results will have their own tab.

If a CHADIS result arrives that has not been assigned to a patient or portal user, results will appear unassigned in the messaging queue.

Unassigned results are similar to documents or lab results. Select them, search for the patient and assign them to a visit. Once results are assigned the patient and visit, they can be reviewed, signed and marked complete.

April 2021 SNOMED-CT Update

On April 11, 2021, PCC updated the SNOMED-CT diagnostic terms on your practice’s PCC system to the latest code set.

PCC regularly updates your system’s ICD-10, LOINC, SNOMED-CT, NDC, RVU, VIS, and other standardized lists so you won’t encounter challenges when you chart, order a lab, interface with a care provider, or bill for a visit. (Your practice’s local system automatically updates your practice’s procedure codes.)

Read below to learn about changes to preferred terms that may affect searching, new allergies, common diagnosis descriptions that were removed from SNOMED-CT, and new additions to your practice’s quick search Favorites.

Changes to the Preferred Term for Common Descriptions

The April 2021 SNOMED-CT update changes some terms that are used at pediatric practices. Clinicians may need to type a different search word to find these descriptions than what they used before. For example, the spelling of “weal” has been changed to “wheal”, and “Adverse reaction to vaccine product” is now “Vaccine adverse reaction”.

Here is a table of common SNOMED-CT diagnosis descriptions that have new preferred terms. PCC identifies these as possibly requiring a different search term, or just being useful to know for awareness.

New Preferred Term Old Preferred Term
Bilateral infantile esotropia of eyes Bilateral congenital esotropia of eyes
Bullous wheal Bullous weal
Childhood granulomatous periorificial dermatitis Facial Afro-Caribbean childhood eruption
Chronic irritant contact dermatitis of hands Cumulative irritant contact dermatitis of hands
Contact dermatitis caused by chlorinated hydrocarbon Contact dermatitis due to chlorocompound
Contact dermatitis caused by feces Feces-induced contact dermatitis
Contact dermatitis caused by fiberglass Fiberglass dermatitis
Contact dermatitis caused by poison primrose Contact dermatitis due to primrose
Contact dermatitis caused by ragweed Contact dermatitis due to ragweed
Contact dermatitis caused by saliva Saliva-induced contact dermatitis
Contact dermatitis caused by urine Urine induced contact dermatitis
Contact dermatitis of hand Contact hand eczema
Decreased body mass index Body mass index below normal parameters
Dermatosis in childhood Dermatosis in a child
Erythema multiforme due to viral disease Erythema multiforme caused by virus
Exanthem due to varicella Exanthem due to chicken pox
Fetal disorder due to disease in mother Fetal damage from disease in the mother
Increased body mass index Body mass index above normal parameters
Infantile esotropia Congenital esotropia
Infantile esotropia of left eye Congenital esotropia of left eye
Infantile esotropia of right eye Congenital esotropia of right eye
Infection caused by Paragonimus westermani Infection by Paragonimus westermanii
Irritant contact dermatitis caused by ring Ring dermatitis
Irritant contact dermatitis due to lip-licking Lip-licking eczema
Irritant contact dermatitis of hand Irritant contact hand eczema
Mass of head and/or neck Mass in head or neck
Normal body mass index Body mass index within normal parameters
Pervasive developmental disorder with disorder of intellectual development and absence of functional language with loss of previously acquired skills Pervasive developmental disorder with disorder of intellectual development and abscence of functional language with loss of previously acquired skills
Psoriasis of scalp Scalp psoriasis
Psoriasis with eczema Psoriasis-eczema overlap condition
Swelling of ear Swelling of ear structure
Vaccine adverse reaction Adverse reaction to vaccine product
Wheal Weal

New Allergies of Interest to Pediatrics

The April 2021 SNOMED-CT update adds 14 allergies which may be of interest to pediatric clinicians.

Acute allergic otitis media of left middle ear
Acute allergic otitis media of right middle ear
Allergic contact dermatitis caused by grease
Allergic contact dermatitis caused by oil
Allergic contact dermatitis caused by poison primrose
Allergic contact dermatitis caused by ragweed
Allergic contact dermatitis caused by soap
Allergic contact dermatitis caused by urushiol from Eastern poison ivy
Allergic contact dermatitis caused by urushiol from poison sumac
Allergic contact dermatitis due to jewelry
Allergic reaction caused by Hevea brasiliensis latex protein
Allergy to hair dye
Bilateral acute allergic otitis media of middle ears
Bilateral chronic allergic otitis media of middle ears

Deprecated SNOMED Diagnosis Descriptions

The April 2021 SNOMED-CT update removes or replaces many codes common to pediatric practices. Your practice may want to take special note of them.

Here are the top codes used by PCC’s pediatric practices that were removed from the international SNOMED-CT diagnosis library in 2021. When practices had these codes available for one-click selection on a chart note protocol, PCC added a replacement. For other diagnoses, your providers can find related descriptions with a search, but you may want to plan ahead.

Allergy to dairy food 425525006
Allergy to latex 300916003
Blood in feces symptom 249624003
C/O – cough 272039006
C/O – low back pain 161894002
C/O – postnasal drip 162382001
C/O nasal congestion 272034001
C/O: a rash 162415008
Fetal or neonatal effect of maternal problem unrelated to pregnancy 206001006
Knee pain 30989003
O/E – erythematous rash 135888007
O/E – expiratory wheeze 162894004
O/E – general eye examination 162806009
O/E – intoeing 275864001
O/E – itchy rash 304386008
O/E – pyrexia of unknown origin 164288004
O/E – rash present 268911002
O/E – rhinorrhea 164184005
O/E – speech delay 391099000
O/E-herpes labialis-cold sore 163139004
Tick bite without infection 443930005
Unilateral earache 162358006
Unilateral undescended testis 268227001

New Favorites Available in Diagnosis Quick Search

The SNOMED-CT update adds 1710 diagnosis descriptions to your system.

In preparation for the update, PCC’s certified coder, Jan Blanchard, assembled a list of 314 new SNOMED-CT descriptions of interest to pediatricians. The update added these diagnoses, which include the COVID-19 diagnosis, to your practice’s default Favorites list for quick searching, unless your practice has specifically requested otherwise.

What is a diagnosis 'Favorites' list?: As you type or search in any diagnosis field, PCC EHR automatically searches a customizable list of Favorites. Use the Diagnosis Configuration tool to adjust your practice’s list of Favorites. You can also right-click on any diagnosis field in PCC EHR to search your system’s full SNOMED-CT diagnosis library.

Acquired cryptorchidism Acquired cryptorchidism of left testis Acquired cryptorchidism of right testis Acquired structural abnormality of pharyngotympanic tube following procedure
Acute allergic otitis media of left middle ear Acute allergic otitis media of right middle ear Acute COVID-19 Acute mucoid otitis media of left middle ear
Adverse reaction to amoxicillin and/or clavulanic acid Adverse reaction to ampicillin and/or floxacillin Adverse reaction to COVID-19 antigen vaccine Adverse reaction to COVID-19 mRNA vaccine
Adverse reaction to COVID-19 vaccine Adverse reaction to sulfamethoxazole and/or trimethoprim Allergic contact dermatitis caused by grease Allergic contact dermatitis caused by oil
Allergic contact dermatitis caused by poison primrose Allergic contact dermatitis caused by ragweed Allergic contact dermatitis caused by soap Allergic contact dermatitis caused by urushiol from Eastern poison ivy
Allergic contact dermatitis caused by urushiol from poison sumac Allergic contact dermatitis due to jewelry Allergy to hair dye At increased risk of forced marriage
At increased risk of human trafficking At increased risk of institutional abuse At risk for medication error Bilateral acute allergic otitis media of middle ears
Bilateral adhesive otitis media of middle ears Bilateral cracked nipples Bilateral distortion of visual image of eyes Bilateral mucoid otitis media of middle ears
Bilateral swelling of ears Bilateral swelling of wrist joints Bilateral synovitis of joint of knees Bilateral talipes calcaneovarus
Bilateral talipes equinovarus Bilateral testicular agenesis Blount disease Body piercing
Breakthrough pain Bronchial irritation Bulimia nervosa in full remission Bulimia nervosa in partial remission
Bursitis of left wrist Bursitis of right wrist Carbuncle of left axilla Carbuncle of left lower limb
Carbuncle of left thigh Carbuncle of right axilla Carbuncle of right lower limb Carbuncle of right thigh
Carrier of Staphylococcus epidermidis Chronic papillomatous dermatitis due to contact with urine and/or feces Chronic perichondritis of left external ear Chronic perichondritis of right external ear
Chronic post-COVID-19 syndrome Chronic rhinosinusitis Chronic tubotympanic suppurative otitis media of left middle ear Chronic tubotympanic suppurative otitis media of right middle ear
Cleft of left hard palate Cleft of right hard palate Complete cleft of left hard and soft palate Complete cleft of right hard and soft palate
Conductive hearing loss of left ear Conductive hearing loss of left ear with normal hearing on right side Conductive hearing loss of right ear Conductive hearing loss of right ear with normal hearing on left side
Congenital clinodactyly of finger Congenital clinodactyly of little finger Congenital dislocation of bilateral elbows Congenital dislocation of joint
Congenital short ear Congenital stenosis of male external urethral orifice Congenital subluxation of left hip joint Congenital subluxation of right hip joint
Congenital torsion of left ovary Congenital torsion of right ovary Contusion of head and/or neck Dermatitis due to cat mite infestation
Dermatitis due to chicken mite infestation Dermatitis due to dog mite infestation Dermatitis due to exposure to man-made ultraviolet light Dermatitis due to mouse mite infestation
Dermatitis due to northern fowl mite infestation Dermatitis due to rabbit mite infestation Dermatitis due to rat mite infestation Developmental dysplasia of left hip
Developmental dysplasia of right hip Distortion of visual image of left eye Distortion of visual image of right eye Does participate in outdoor sporting activities
Domestic abuse victim in household Enlargement of left tonsil Enlargement of right tonsil Epidermal burn of left upper arm
Epidermal burn of right upper arm Epidermal nevus of left lower eyelid Epidermal nevus of left upper eyelid Epidermal nevus of right lower eyelid
Epidermal nevus of right upper eyelid Excessive intake of ascorbic acid Excessive intake of calcium Excessive intake of energy
Excessive intake of iron Excessive intake of niacin Excessive intake of phosphorus Excessive intake of plant fiber
Excessive intake of potassium Excessive intake of protein and protein derivative Excessive intake of riboflavin Excessive intake of thiamine
Excessive intake of zinc Female genital Trichomonas vaginalis infection Fissure of left nipple during lactation Fissure of right nipple during lactation
Food security Fracture of knee Frequent attender of emergency room Furuncle of left ankle
Furuncle of left forearm Furuncle of left hand Furuncle of left hip Furuncle of right ankle
Furuncle of right forearm Furuncle of right hand Furuncle of right hip Headache after cough
Hemiparesis of left side of face Hemiparesis of right side of face Hyperactive labyrinthine dysfunction of left inner ear Hyperactive labyrinthine dysfunction of right inner ear
Hypersensitivity to SARS-CoV-2 mRNA vaccine Immunization series incomplete Inadequate intake of ascorbic acid Inadequate intake of calcium
Inadequate intake of energy Inadequate intake of fat and oil Inadequate intake of iron Inadequate intake of niacin
Inadequate intake of plant fiber Inadequate intake of potassium Inadequate intake of protein and protein derivative Inadequate intake of riboflavin
Inadequate intake of thiamine Inadequate intake of zinc Indirect left inguinal hernia Indirect right inguinal hernia
Infection of left nipple during lactation Infection of right nipple during lactation Injury of head and/or neck Injury of muscle and tendon of lower leg
Injury of muscle of lower leg Injury of shoulder and/or upper arm Injury of tendon of lower leg Injury of wrist and/or hand
Irritant contact dermatitis caused by chlorine in swimming pool Irritant contact dermatitis caused by feces Irritant contact dermatitis caused by grease Irritant contact dermatitis caused by oil
Irritant contact dermatitis caused by saliva Irritant contact dermatitis caused by urine Irritant contact dermatitis due to concrete Irritant contact dermatitis due to jewelry
Irritant contact dermatitis due to stoma Irritant contact dermatitis of hand caused by grease Irritant contact dermatitis of hand caused by oil Irritant contact dermatitis of hand due to concrete
Itching of both hands Lack of support for smoking cessation Lesion of nasal cavity Localized swelling of toe of left foot
Localized swelling of toe of right foot Marfan syndrome type 1 Mass of left axillary region Mass of right axillary region
Middle ear effusion Multisystem inflammatory syndrome in children Neonatal conjunctivitis of left eye Neonatal conjunctivitis of right eye
Neonatal disorder due to abnormal maternal blood chemistry Neonatal disorder due to and following amniocentesis Neonatal disorder due to and following fetal blood sampling Neonatal disorder due to and following operative procedure on fetus
Neonatal disorder due to and following operative procedure on mother Neonatal disorder due to and following sampling of chorionic villus Neonatal disorder due to chronic maternal cardiovascular disease Neonatal disorder due to chronic maternal respiratory disease
Neonatal disorder due to disease in mother Neonatal disorder due to maternal disorder of urinary tract Neonatal disorder due to maternal gestational edema and proteinuria without hypertension Neonatal disorder due to maternal hypertension
Neonatal disorder due to maternal nutritional disorder Neonatal disorder due to maternal obesity Neonatal disorder due to maternal obesity with adult body mass index 30 or greater but less than 40 Neonatal disorder due to maternal obesity with adult body mass index equal to or greater than 40
Neonatal disorder due to maternal overweight Neonatal disorder due to maternal periodontal disease Neonatal disorder due to maternal renal disease Neonatal disorder due to maternal respiratory disease
Neonatal disorder due to maternal traumatic injury Neonatal spontaneous cerebellar hemorrhage Neonatal vitamin B12 deficiency due to maternal vitamin B12 deficiency Neural hearing loss of left ear
Neural hearing loss of right ear No cells seen in urine via microscopy Nondependent abuse of tobacco Nonvenomous insect bite of gum
Nonvenomous insect bite of nose Nonvenomous insect bite of scrotum Not entitled to social services assistance due to income above limit Onychia of finger of left hand
Onychia of finger of right hand Onychia of left thumb Onychia of right thumb Otalgia of left ear
Otalgia of right ear Pain in left abdominal lumbar region Pain in left lumbar region of back Pain in right abdominal lumbar region
Pain in right lumbar region of back Pain of joint of knee Pain of knee region Pain of left breast
Pain of right breast Performs social distancing Premature baby less than 26 weeks Rhinoconjunctivitis
Steroid-modified tinea infection of foot Steroid-modified tinea infection of lower limb Strain of muscle and tendon of lower leg Strain of muscle of lower leg
Strain of tendon of lower leg Superficial contusion of skin of thigh Superficial foreign body in abdominal wall Superficial foreign body in anus
Superficial foreign body in axilla Superficial foreign body in back Superficial foreign body in breast Superficial foreign body in buttock
Superficial foreign body in cheek Superficial foreign body in chest wall Superficial foreign body in ear Superficial foreign body in face
Superficial foreign body in flank Superficial foreign body in groin Superficial foreign body in gum Superficial foreign body in hand
Superficial foreign body in interscapular region Superficial foreign body in lip Superficial foreign body in neck Superficial foreign body in nose
Superficial foreign body in penis Superficial foreign body in perineum Superficial foreign body in scapular region Superficial foreign body in scrotum
Superficial foreign body in trunk Superficial foreign body in vagina Superficial foreign body in vulva Superficial foreign body of abdominal wall with infection
Superficial foreign body of ankle with infection Superficial foreign body of anus with infection Superficial foreign body of axilla with infection Superficial foreign body of back with infection
Superficial foreign body of breast with infection Superficial foreign body of buttock with infection Superficial foreign body of cheek with infection Superficial foreign body of chest wall with infection
Superficial foreign body of ear with infection Superficial foreign body of elbow with infection Superficial foreign body of face with infection Superficial foreign body of finger with infection
Superficial foreign body of flank with infection Superficial foreign body of foot with infection Superficial foreign body of forearm with infection Superficial foreign body of groin with infection
Superficial foreign body of gum with infection Superficial foreign body of hand with infection Superficial foreign body of hip with infection Superficial foreign body of interscapular region with infection
Superficial foreign body of lip with infection Superficial foreign body of lower limb with infection Superficial foreign body of neck with infection Superficial foreign body of nose with infection
Superficial foreign body of penis with infection Superficial foreign body of perineum with infection Superficial foreign body of scalp with infection Superficial foreign body of scapular region with infection
Superficial foreign body of scrotum with infection Superficial foreign body of shoulder with infection Superficial foreign body of testis with infection Superficial foreign body of thigh with infection
Superficial foreign body of toe with infection Superficial foreign body of trunk with infection Superficial foreign body of upper arm with infection Superficial foreign body of vagina with infection
Superficial foreign body of vulva with infection Superficial foreign body of wrist with infection Superficial foreign body with infection Superficial injury of gum
Superficial injury of scapular region Superficial injury of scrotum Superficial injury of skin of eyelid Sustained viral response
Tenderness of left abdominal lumbar region Tenderness of left lumbar region of back Tenderness of right abdominal lumbar region Tenderness of right lumbar region of back
Undescended left testicle Undescended right testicle Victim of forced sexual activity Viral load increased

SNOMED Codes Mapped to ICD-10 for Billing

The SNOMED-CT update includes new mappings to ICD-10 billing codes. Many previous mappings have been updated.

You may wish to review billing configuration for your diagnoses. You can open the Billing Configuration tool to configure which ICD-10 diagnoses are mapped to each SNOMED-CT description in PCC EHR. You can also use the snomedmap report to examine your practice’s diagnoses that may need updating.

Information Blocking in the 21st Century Cures Act FAQ

PCC created this FAQ to help pediatric practices learn about Information Blocking in the 21st Century Cures Act.

Watch PCC's Presentations on Information Blocking: To learn more, you can watch PCC’s Information Blocking presentation, or the April 2021 live Information Blocking Q&A session.

Consult Your Practice's Legal Counsel: PCC shares what we learn about pediatric industry issues and best practices, but we do not provide legal advice. For questions, consult your practice's legal counsel.

Contact PCC if you have questions about implementing solutions at your practice.

General Questions

What is Information Blocking?

Information blocking is defined in the 21st Century Cures Act. In summary, information blocking is “a practice that…is likely to interfere with, prevent, or materially discourage access, exchange, or use of electronic health information,” unless such practice is required by law (e.g., HIPAA), or it meets an exception established through federal rulemaking (42 U.S.C. § 300jj-52(a)(1)).

Does information blocking apply to me?

Yes, information blocking applies to physicians and practitioners. Information blocking applies to three types of “actors”: Certified health IT vendors, HIN/HIEs and health care providers, regardless of whether or not they use a certified product or participate in federal or state quality incentive programs.

ONC uses the Public Health Service Act definition of a health care provider to further define what which health care providers information blocking applies to. The Public Health Service Act health care provider definition includes licensed physicians and practitioners (physician assistant, nurse practitioner, and clinical nurse specialist). For more information, please see this Fact Sheet published by the ONC: Cures Act Final Rule: 2015 Edition Cures Update Overview (healthit.gov)

When do the Information Blocking guidelines go into effect?

Information blocking guidelines go into effect on April 5, 2021. There are also several milestone due dates for the various “actors”; they are outlined here: New Applicability Dates included in ONC Interim Final Rule (healthit.gov)

Do I need to be using a Certified EHR?

No. The information blocking regulations do not require actors to have or use health IT certified under the ONC Health IT Certification Program.

How does the Cures Act handle paper charts?

While the intent of the Cures Act is to increase the electronic exchange of health data through various means of interoperability, paper charts are okay to use. At the same time, using paper charts does not exempt one from complying with the Cures Act. When patient health data is requested, it needs to be fulfilled in an alternate manner, likely via paper copy or fax. It is recommended to review the Infeasibility and Content and Manner exceptions to ensure compliance.

What is the United States Core Data for Interoperability?

USCDI stands for the United States Core Data for Interoperability. The USCDI replaces the Common Clinical Data Set (CCDS).
USCDI Definitions:

  • USCDI: a standardized set of health data classes and data elements for nationwide, interoperable health information exchange
  • USCDI Data Class: an aggregation of various data elements by a common theme or use case
  • USCDI Data Element: the most granular level at which a piece of data is represented in the USCDI for exchange

The USCDI will be updated through a transparent, collaborative process of public commenting and input on an annual basis.

What is Electronic Health Information (EHI) and am I required to provide to patients upon request?

Please see the ONC fact sheet that explains what Electronic Health Information (EHI) is, and the intent of its use: Understanding_EHI.pdf (healthit.gov). The Information Blocking regulation requires a response to fulfill requests, and EHI is the most common way to fulfill said requests. If you are unable to fulfill a request, please review the Information Blocking Exceptions.

When is Information Blocking allowed?

There are circumstances when information blocking is allowed. The ONC defined eight exceptions for information blocking. There are five exceptions for not fulfilling information and three exceptions that apply to information being fulfilled, but in a different, or certain way. Please see the Information Blocking Exceptions section for more information.

Exceptions for not fulfilling information:

  • Preventing Harm
  • Privacy
  • Security
  • Health IT Performance
  • Infeasibility

Exceptions applying to information fulfilled in a different (or certain) but still acceptable way:

  • Content and Manner
  • Fees
  • Licensing

Should I be updating my practice’s policies and procedures to address Information Blocking?

Yes. Three of the Information Blocking exceptions (preventing harm, privacy, and security) require a written policy. In addition to the required policies it is recommended to write and maintain an Information Blocking policy that includes protocols for sharing electronic and non-electronic health data.

PCC created a sample Electronic Health Information Access Policy. PCC does not provide legal advice. This policy is an example of what you may want to consider including in your own policy. Before you finalize a policy such as this, we recommend you consult your own legal counsel.

Should my practice have a written “data sharing” policy? What should it include?

Written policies are encouraged by the ONC, however a written policy is not automatically a safe harbor to prevent allegations of Information Blocking.

Information Blocking is a practice that is likely to “interfere with, prevent, or materially discourage access, exchange, or use of electronic health information.” Your practice’s policies should be written with this statement in mind.

For example, setting a standard 10 business day turnaround time to respond to requests for information (especially those that can be fulfilled electronically much faster) will likely constitute Information Blocking. Requests for patient data should be completed in an appropriate amount of time given the capabilities of the practice and the needs of the patient.

PCC created a sample Electronic Health Information Access Policy. PCC does not provide legal advice. This policy is an example of what you may want to consider including in your own policy. Before you finalize a policy such as this, we recommend you consult your own legal counsel.

What are examples of Information Blocking?

  • Provider has capability to provide same-day access to EHI but takes several days to respond
  • Provider organization charges a patient for their electronic data
  • Requiring patient consent to exchange electronic health information for treatment where it is not required by law
  • Certified health IT developer refuses to share technical information needed to export data
  • Health information network/health information exchange charges additional fees to exchange data or refuses to exchange data with non-members

Portal Access

Do we need to enable portal access to our patients if they request access?

Yes, if a patient requests portal access, it must be granted if you have the portal enabled. Additionally, if your practice does not have the portal enabled it is strongly recommended that you do so. If you do not have it enabled, you may choose to use the infeasibility exception, however it is not wise to use this exception for an extended period of time if you do have the ability to enable it and have chosen not to.

Can we charge patients for portal access?

No, charging patients to electronically access their electronic medication information is prohibited.

What exactly is being shared on the portal?

PCC practices have the ability to configure what they share in the patient portal, including the following information: allergies, care plans, clinical instructions, diagnoses, documents, future appointments and date of last physical, growth charts, immunizations, labs, medications, orders, race, ethnicity, preferred language, patient sex, problems, smoking status, vitals, and personal balances.

Practices may continue to share what they normally do. There are no specific requirements to share more or less information in this rule. If a patient requests additional PHI via the portal or otherwise, practices need to be prepared to respond to requests. The request for additional PHI should be provided electronically when that is feasible, otherwise it should be fulfilled in an alternative format (e.g. paper).

Interoperability

Does my practice have to connect to a HIE/HIN?

The Information Blocking rule does not require practices to connect to a HIE/HIN, however other incentive programs or payers may require it. HIE/HINs are actors subject to the requirements of the rule themselves.

Does my practice have to submit data to registries?

The Information Blocking rule does not require practices to connect data registries, however other incentive programs, local or state laws, or payers may require it.

Patient Confidentiality

Do we have to make all of our lab results accessible to patients in the portal?

It is not a requirement of the rule to make all lab results accessible to patients in the portal, it is your choice to do so or not. If a patient requests their lab results via the portal and you do not provide them, this is information blocking. You must acknowledge and respond to all requests for electronic health information. If you are unable to fulfill them in the manner they are requested, or have an additional reason for not fulfilling the request, please refer to the information blocking exceptions for additional guidance within the ONC Information Blocking exceptions Fact Sheet.

Our clinicians store confidential information in various places in PCC EHR. Do we need to make all of those notes available to patients?

The information blocking rule does not supersede the HIPAA privacy and security rules. It is not a requirement of the rule to release all confidential information available to patients (or their guardians). Please refer to the ONC information blocking exceptions to understand more about the circumstances to withhold information.

The ONC FAQ includes a question and answer regarding patient confidentiality when the patient is a minor: Information Blocking FAQs (healthit.gov)
For more information about patient privacy and making certain items confidential, read the Patient Privacy Features article.

If a parent requests their child’s entire health record to be shared (electronically or via paper), am I required to share clinical notes from specialists or hospitals that were included in the patient’s chart?

Providers and practices should share patient data that is clinically relevant and has been requested (e.g. HIPAA minimum necessary rule). If this includes data from other practitioners, then it should be shared. Conversely, if the provider believes there is a risk of harm or security when sharing the patient’s data, they should review and apply the appropriate Information Blocking exception given the specific circumstances.

Information Blocking Exceptions

What are the Information Blocking exception requirements? Read below to learn more.

Disclaimer: For the full regulatory language, please refer to §171.200 – .205 and §171.300 – 303 included in the 21st Century Cures Act: Interoperability, Information Blocking, and the ONC Certification Program final rule located on the Federal Register here.

Preventing Harm

Objective: Blocking information is justified when it is in the public interest to protect a patient and other persons against unreasonable risks of harm.

Conditions:

  • The actor must hold a reasonable belief that withholding information will substantially reduce the risk of harm
  • The actor’s practice must be no broader than necessary
  • The actor’s practice must satisfy at least one condition from each of the following categories: type of risk, type of harm and implementation basis
  • The practice must satisfy the condition concerning a patient right to request review of an individualized determination of risk of harm

Examples:

  • Risk of corrupt or inaccurate data being recorded or incorporated in a patient’s electronic health record
  • Risk of misidentifying a patient or patient’s electronic health record
  • Determination by a licensed health care professional that the disclosure of EHI is reasonably likely to endanger life or physical safety
  • Reasonable belief that practice is necessary to directly and substantially reduce likelihood of harm

Privacy

Objective: This exception recognizes that if an actor is permitted to provide access, exchange or use of EHI under a privacy law, then the actor should provide that access, exchange or use. However, an actor should not be required to use or disclose EHI in a way that is prohibited under state or federal privacy laws.

Conditions: The actor must meet at least one of the following four sub-exceptions:

  • If patient consent or authorization is not in place, the rule refers to this as a pre-condition
  • If the health IT developer is not covered by HIPAA
  • If the data being requested is addressed by the HIPAA privacy exception; examples include psychotherapy notes and information for a court proceeding
  • If the patient requests to keep his or her information private

Examples:

  • Patient has not agreed to share her information with a certain other provider or has not yet signed a HIPAA consent form.

Security

Objective: This exception is intended to cover all legitimate security practices by actors but does not prescribe a maximum level of security or dictate a one-size-fits-all approach.

Conditions:

  • The practice must be directly related to safeguarding the confidentiality, integrity and availability of the EHI. It must be tailored to specific security risks, and it must be implemented in a consistent and non-discriminatory manner.
  • The healthcare provider/organization must document its security policy

Examples:

  • There is an active or known virus or ransomware attack
  • An individual has been unable to prove their identity
  • Request for EHI from a patient-facing application or website causes actor’s system to raise a malicious software detection alert

Infeasibility

Objective: This exception recognizes practical challenges to comply with a request for EHI.

Conditions: The actor must meet one of the following
Conditions:

  • There is an event beyond the actor’s control, such as a natural or human-made disaster (public health emergency, public safety incident, war, terrorist attack, civil unrest such as a labor strike, telecommunication or internet service being unavailable, or act of military or government authority)
  • A request cannot be technically met as requested (via a certain format)
  • The actor is not able to understand the request because of patients’ requests to keep it private or to keep them safe
  • The current circumstance makes fulfilling the request not possible
  • The actor must provide a written response to the requestor within 10 business days of receipt of the request with the reason(s) why the request is infeasible

Examples:

  • A natural disaster occurs such as a hurricane, earthquake, or tornado affects electricity and internet availability in an area for a week.
  • A small physician practice with limited financial and technical resources may find it burdensome to accommodate requests from other providers to establish and maintain outbound interfaces from the practice’s EHR system that it neither needs for its own health care activities nor to comply with any regulatory requirements

Health IT Performance

Objective: This exception recognizes the need for health IT to be taken offline for system maintenance and improvements.

Conditions:

  • Unavailability of health IT must be for no longer than necessary to achieve the maintenance or improvements (e.g. upgrade)
  • Unavailability of health IT for maintenance or improvements must be implemented in a consistent and non-discriminatory manner
  • Unavailability of health IT for maintenance or improvements must be agreed (e.g., advanced notice of system downtime for maintenance)
  • An actor may take action against a third-party app that is negatively affecting the health IT’s performance
  • For a period of time that is no longer than necessary
  • Implemented in a non-discriminatory manner
  • Consistent with existing service-level agreements, where applicable

Examples:

  • Planned maintenance or improvements such as routine repairs, updates, or new releases
  • Unplanned maintenance or improvements to respond to urgent or time-sensitive issues, which cannot wait for the occurrence of a pre-planned time period to implement the required maintenance or improvements

Content and Manner

Objective: This exception provides clarity and flexibility to actors concerning the required content (scope of EHI) of an actor’s response to a request to access, exchange or use EHI and the manner in which the actor may fulfill the request. Content is the what. Manner is the how.

Conditions:

  • Content: Establishes the content an actor must provide in response to a request to access, exchange or use EHI in order to satisfy the exception.
    • Until October 6, 2022, the EHI data must be provided (at minimum) represented in the United States Core Data for Interoperability (USCDI) standard
    • On and after October 6, 2022 , the EHI definition is no longer limited to the EHI identified by the data elements represented in the USCDI
  • Manner: Establishes the manner in which an actor must fulfill a request to access, exchange or use EHI in order to satisfy this exception. An actor may need to fulfill a request in an alternative manner when the actor is either:
    • Technically unable to fulfill the request in any manner requested
    • Cannot reach agreeable terms with the requestor to fulfill the request
    • If an actor fulfills a request in an alternative manner, such fulfillment must satisfy the Fees Exception and Licensing Exception, as applicable.

Examples:

  • Client requests connection to Commonwell; vendor is not connected to Commonwell, but can offer connection to CareQuality
  • Request for EHI that is not able to be fulfilled electronically, therefore it is send using a PDF (or other) format

Fees

Objective: This exception allows actors to charge fees related to the development of technologies and services that enhance interoperability.

Conditions:

  • Fees charged must:
    • Be consistent
    • Be reasonable related to the cost to us to provide access, enable exchange or use EHI
    • Be nondiscriminatory
  • This exception does not allow:
    • A fee based on the electronic access by an individual patient, his or her personal representative, or another person or entity designated by that individual to access the individual’s EHI
    • A fee to perform an electronic health information export for a patient or a client looking to change to a different EHR unless a fee has been already agreed upon

Examples:

  • Provider or practice charging a fee for patient access to their health information electronically (is prohibited)
  • Health care provider or practice imposing fees to exchange data with a hospital system they are not affiliated with, but does not charge fees for affiliated facilities (and vice versa)

Licensing

Objective: This exception allows actors to protect the value of their innovations and charge reasonable royalties

Conditions:

  • Scope of Rights: The license must provide all rights to enable the access, exchange, or use of EHI and achieve the intended access, exchange or use of EHI via the interoperability elements
  • Reasonable royalties are permissible
  • Non-discriminatory terms: The terms and conditions must be based on objectively verifiable and uniformly applied criteria
  • Non-disclosure agreement safeguards