PCC 10.4 Release Manual

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Release Overview | Release Videos | Release Manual

Billing

Work Personal Balances in PCC EHR

When you need to find accounts with outstanding personal balances, create a worklist in the Personal Balances tool.

For more information about the Personal Balances tool, read Work Outstanding Personal Balances in PCC EHR.

Work Outstanding Personal Credits

To generate a list of accounts with credits, select “Credit” when setting your criteria.

The generated credits worklist displays account name, credit amount, last date of service, last bill date, and last reviewed date.

You can open or mark row items as reviewed in credit worklist, just like in the balances worklist.

Set Permissions for Personal Balances

After receiving the PCC 10.4 update, open User Administration and give your billers access to the Personal Balances tool. Users with access to the User Administration tool will automatically have access to the Personal Balances tool.

Handle Claim Responses That Can’t Be Autoposted

Sometimes your PCC system can't automatically post something found on an ERA. Maybe the family paid for an encounter already, the payor changed the procedures on the claim, or you made major changes to the encounter after you sent the claim.

After you autopost ERAs, use the Posting Exceptions worklist in the ERA tool to address each adjudication that could not be autoposted.

Respond to Claim Rejections

If unaddressed, rejected claims result in lost revenue. Use the Rejected Claims worklist to review and respond to every claim rejection sent to your practice.

To review claim rejections sent to your practice from payors and clearinghouses, open the Insurance Balances tool and visit the Rejected Claims tab.

The Claim Rejections overview summarizes unaddressed rejections sent to your practice. Totals are aged and shown for each insurance group.

Double-click on a single insurance group or click "Work With All" to view the rejections.

On the Claim Rejections worklist, you can see the date of the rejection, the payer, the patient, the date of service, the number of days since the date of service, the amount on the claim, the claim ID, whether the rejection came from a clearinghouse or the payer, and the reason for the rejection, if available. You can also see a Rejection Status (which defaults to "Unresolved") and whether the rejection is assigned to a user or has been resolved.

You can filter the list to isolate rejections you need to work on. You can choose an age, enter a date range, limit the list to resolved or unresolved rejections, or filter by assignee. You can enter a search term in the Search Filter field to find rejections based on a patient name or claim ID, for example.

You can also sort the list by any column, making it easy to target rejections based on age or the amount on the claim, for example.

If you are certain a rejection or rejections are now resolved, you can select them and click "Mark as Resolved".

By reviewing and resolving every claim rejection sent to your practice, you can ensure that no claims slip through the cracks.

Each Rejection is a Message: Rejections are similar to e-mail messages or other incoming communication. Your practice might handle a billing problem for an encounter using a different tool, and an encounter's balance may already be paid off. The rejection from the payor remains on the Rejected Claims worklist for your review until you mark it as resolved.

Troubleshoot a Specific Rejection

Double-click on a rejection to review more details.

The Claim Rejections - View Details screen provides information and tools that will help you review and respond to the rejection.

• Rejection Details: The Rejection Details section indicates when your PCC system received the rejection, the claim ID indicated by the payer, the plan, and the amount on the claim.

• Encounter Details: The Encounter Details section shows the patient, date of service, and how much is currently pending insurance and personal. If the "Insurance Due" amount is now $0.00, the rejection may already be resolved or else your practice may have changed the responsible party for the charges.

• Claim Rejection Change History: Any time anyone at your practice assigns or changes the status of this claim rejection, it is logged in the Claim Rejection Change History.

• Encounter Billing Notes: If you or someone at your practice has entered encounter billing notes (sometimes called "visit billing notes" or "oops notes"), the Encounter Billing Notes section will display those notes. If you’ve contacted the payor and submitted a claim multiple times, you can review your practice’s notes to better understand the history of the rejection.

• Rejection Reason: When your PCC system receives the rejection from the payor or clearinghouse, it attempts to extract a reason summary from the data. That summary is listed on the screen as the "Rejection Reason", and the complete rejection data file is shown so you can review it.

Different payors and clearinghouses send different types of electronic communication. A single file may include responses to many different claims, so the search field of the Rejection Reason is automatically filled with the Claim ID, making it easier to navigate the electronic file from the payor. If the claim ID appears multiple times in the electronic file, you can use the Find field's next and previous buttons to review the details.

Assign a Rejection to a User or Mark It as Resolved

You can optionally assign a rejection so it can be addressed later by yourself or another person at your practice.

When you are finished addressing a rejection, click "Resolved" to change its status.

PCC EHR tracks whenever a rejection is assigned or resolved and displays a log in the Claim Rejection Change History at the top of the screen.

What About Another Rejection?: Marking a rejection message as resolved does not guarantee payment. If you queued up a new claim, it will be processed and submitted when your practice next runs claims. If the payor rejects the replacement claim, that new rejection (with a new claim ID) will appear on the Rejected Claims worklist. If you mark a rejection as "Resolved" without resubmitting or filing an appeal, your practice may not receive payment. However, your practice can catch claims that slip through the cracks on the Unpaid Encounters tab in the Insurance Balances tool.

View More Encounter Details and the Encounter’s Claim History

After reviewing the rejection, you may want to dig deeper into claim history, payor responses, and additional encounter information. Click “Billing History” to review more encounter details.

If you need to edit some aspect of the encounter and then optionally file a new claim, click “Edit Charges”.

For more details and examples, read Work on Unpaid Encounters with Insurance Balances.

Follow Up on Unpaid Encounters with Insurance Balances

How can you track your practice’s insurance A/R, know where your money is, and make sure payers respond to your claims? Use the Unpaid Encounters worklist in the Insurance Balances tool to follow up on unpaid claims.

The Unpaid Encounters overview shows you total insurance balances, per-payor, aged from the date of service.

Double-click on a single insurance group or click "Work With All" to see all unpaid encounters with charges pending insurance.

Jump to an Aging Category: You can optionally double-click on a specific aging category for a specific insurance group.

On the Unpaid Encounters worklist, you can see the date of service, the number of days since the date of service, the patient, the specific insurance plan, the provider of service, the place of service, and the amount due.

You can filter the list to isolate the specific unpaid claims that you need to work on. For example, you can select an aging category, a place of service, and/or a provider of service.

Finally, you can click on the header of any column to sort the encounters and use the Search field to filter the list down to a search term. By using these tools you can find specific groups of encounters or work down the list in a particular order.

By monitoring your practice's insurance A/R on the Unpaid Encounters worklist, you can stay on top of your receivables and ensure that no claims slip through the cracks.

Troubleshoot a Specific Encounter

Double-click on an encounter to see more details.

You can review encounter details, current balance information, and any billing notes your practice has entered about the encounter.

To dig deeper into claim history, payor responses, and additional encounter information, click “Billing History”.

If you need to edit some aspect of the encounter and then optionally file a new claim, click “Edit Charges”.

For more details and examples, read Work on Unpaid Encounters with Insurance Balances.

Access Billing Information in the Patient’s Chart

When you want to jump directly to a billing-related issue in a patient’s chart, visit the new “Billing” chart section.

The Billing section of the chart contains two powerful tools:

• Billing History: The Billing History includes detailed billing information for each encounter, including diagnoses, charges, all payments, claim history, encounter billing notes, and more.

• Account History: The Account History provides a ledger of all encounters and transactions linked to the patient’s billing account. You can filter and search the history in different ways, display additional information, and generate a printable history for the family.

Review an Account History

When you need to troubleshoot a billing issue for an account, or a family asks for an annual account record, use the Account History in the patient’s chart.

Open the Billing section of a patient’s chart and click “Account History”.

The Account History for a patient shows their billing account’s Account Balances component and then the complete billing history of all encounters for that family.

Review the Details of an Encounter

For each encounter on a family’s history, you can see all billing details, including the patient, providers, current responsible party, place of service, and a table of charges.

For each charge, you can see the date of service, the code and description, as well as the charge, payment, and due amounts.

As insurance payers respond and payments are posted against a charge, payments and adjustments will appear beneath each charge with the transaction date.

Understand Unapplied Payments

The Account History is primarily organized by encounter and sorted by date of service. However, if there is an unapplied payment on an account, it will be treated as its own encounter and appear by itself, with a description of any charges it currently pays towards.

When an unapplied payment pays for part or all of a charge, it also appears in orange in the history of that charge.

As a best practice, most offices link all payments directly to charges. Use the Payments tool to link an unapplied payment.

Filter, Search, and Display Additional Details on an Account History

Sometimes the default account history doesn’t show you exactly what you need. Use the filters and options at the top to view an account history for a specific date range or for a specific dependent.

You can also use the Find field to quickly locate a diagnosis, procedure, or any text in the Account History. As you type in search text, the Account History reduces to show only encounters that contain that text.

Finally, you can display additional information on an account history: diagnoses, CARC codes and descriptions, and each time a charge has appeared on a personal statement.

You can use these additional details to understand the purpose of an encounter, to show the reason for an adjustment, or to find out if your practice has generated a bill yet for a specific encounter.

You can turn these optional details on or off at any time. They will persist as your personal preferences when you view any account’s history.

By filtering, searching, and adding details, you can hone in on exactly the details you need to review in the account’s history, or prepare the account history for sharing with the family.

Print an Account History for a Family

When a family wants a detailed account history, click “Print”.

Billing Records Include Sensitive Information: When you print or export billing information from PCC EHR, including receipts, bills, and histories, the output may include procedures and diagnoses from a patient's encounter. These billing codes and descriptions may reflect clinical information that was marked private in the chart.

You can also customize the printed account history using a date range, selecting a specific patient, searching for text, or modifying what extra details appear.

For example, if the family needs an account history for a single patient, you can select that patient and then click “Print”. Or, if a parent needs a history for all encounters on a particular year, you can enter a date range. You could also search for a particular diagnosis and then print an account history of all encounters featuring that diagnosis.

Edit Encounter Details While Working on a Stuck Claim

As you review stuck claims on the “Needs Correction” tab in the Claims tool, you can now click to jump directly to the Edit Charges tool and make changes to an encounter.

For example, if a claim is stuck because of an insurance problem, a charge issue, or a provider issue, you can use the Edit Charges screen to make changes and queue up a new claim. Along the way, the tools in Edit Charges let you review eligibility, add an encounter billing note, and more.

Reverse and Repost: Takeback Only Part of an Insurance Payment

When a payor sends a reversal (or a “takeback”), they negate the entire adjudication of the claim and provide new payment and adjustment amounts for the encounter.

However, the payor often only changes the reimbursement for a single procedure. PCC 10.4 makes it much easier to post the reversal and then immediately post the updated adjudication on the claim, changing payments and adjustments for just the procedures with different amounts. You won’t have to re-enter payment amounts for items on the claim that stayed the same.

First, find the payment in the Insurance Payments history and reverse it.

Next, when you save the reversal, you can immediately repost the payment. The previous payments and adjustments will be entered for you, and you only need to enter those values that the payor changed on the updated EOB.

To see the complete takeback procedure, read Reverse an Insurance Payment (Post a Takeback).

Configure Clinician Billing Identifiers: Tax ID, NPI, and Taxonomy Codes

To get paid, every claim needs a Tax ID, an NPI, and a taxonomy code. Use your practice’s Providers table in the Tables tool in PCC EHR to add or update these identifiers for your clinicians.

For more information, read Configure Clinician Billing Identifiers: Tax ID, NPI, and Taxonomy Codes.

Self-Scheduling

Enable Portal Scheduling by Care Center

If your practice uses PCC EHR’s Care Centers option, each of your care centers can decide independently if they want to make patient portal scheduling available to their patients.

When Care Centers are enabled, another option is available in the Schedule configuration tool’s Portal Scheduling tab: Care Centers Offering Portal Scheduling.  Click “Edit” to select which care centers should be available to be scheduled through patient portal. 

After selecting one or more care centers, only patients assigned to one of those care centers can be selected when creating an appointment through the patient portal. Patients assigned to care centers not offering portal scheduling will appear in gray text with the note “please call to schedule”.

Customize Portal Scheduling Time Ranges

Take greater control of self scheduling in PCC’s patient portal by customizing the range of dates and times available for each Portal Scheduling Category.

Portal Scheduling, under Schedule in PCC EHR’s Configuration menu, includes the option to set the range of visit dates and times offered to your patient portal users while scheduling visits within each category.

The Sick, Other, and Vaccine categories can be set to offer appointments beginning the day of scheduling, “Today,” or the following day, “Tomorrow.”  If “Today” is selected, next select how soon appointments should be offered, from 10 minutes to 3 hours .

The Stop option limits how far in the future appointments will be offered, from 1 day to 18 months into the future. Alternately, allow the patient portal to offer appointments through the end of your assigned schedule.

The Well category differs from Sick and Other, the start date for a Well Visit uses the patient’s Next Physical Due date. If the due date is in the past or is blank, portal scheduling will offer appointments beginning on the current or following day, depending on your choice.

 

Schedule More Visits in PCC’s Patient Portal

Patient Portal Scheduling includes two new scheduling categories, so your patients and families can schedule the appointments they need: Other and Vaccine.

The Other category can be used for any visit reason that doesn’t fall under the Well or Sick categories, such as behavioral health or depression visits.

Like the Sick or Well categories, enable the Other category by checking the “Display for Portal Scheduling” checkbox. Select which visit reasons fall under the Other category, and continue to select the providers and locations that handle those visit reasons.

The Vaccine category is available for self-scheduling of vaccine-only appointments. Enable the category, and select which visit reasons, providers, and locations apply to your vaccine-only visits.

To make scheduling for vaccines easier for your patients, families and staff, consider creating a separate visit reason for each vaccine you schedule for, such as a COVID Vaccine visit and a Flu Vaccine visit. With visit reasons for each vaccine, users can select exactly what they need  and your providers and staff will know what to expect with each visit.

After selecting each of the appropriate reasons, providers and locations for vaccine scheduling and enabling the category, users will be able to schedule through Patient Portal.

Unlike the Well, Sick, and Other categories, the Vaccine category does not offer users the option to select a provider when scheduling. Instead, all matching time slots for providers you added to the Vaccine category are offered, as if the user selected “All Providers”.

Review Your Disclaimer: After configuring the new categories, be sure to review the text of your Patient Portal Scheduling disclaimer to ensure that it’s still accurate.

Use Patient and Account Flags to Prevent Scheduling in Patient Portal

Limit self-scheduling in the patient portal by assigning flags to prevent scheduling through the patient portal. Within PCC EHR’s Scheduling Configuration menu, the Preferences tab includes the option to select flags to prevent portal scheduling, independent of the option to prevent all scheduling under Appointment Book.

Configuration Menu Change: PCC 10.4 consolidates all scheduling configuration options into a single menu item. What was formerly the “Visit Reason” configuration is now “Scheduling Configuration”. The option to use flags to prevent a patient or account from being scheduled has been moved into the Scheduling Configuration tool.

Click the “Edit” button on the Account or Patient flag sections and check the box of any flag that should prevent a patient from being scheduled through the patient portal.

Flags already checked under “Prevent All Scheduling” will not be available to select, since preventing all scheduling already prevents patient portal scheduling.

Patients with a flag checked under “Prevent only Portal Scheduling” can be scheduled through Appointment Book but not through the patient portal. If a user attempts to schedule a patient with one of the chosen flags, the patient will be marked “Please Call to Schedule”.

Speed Up Portal Scheduling of Siblings

Patient portal users can schedule multiple patients simultaneously and group their appointments together without the need to call your office.
When configuring Portal Scheduling, each category has the option to “Enable multipatient scheduling” and the option to set a maximum number of patients that can be simultaneously scheduled.

While scheduling in the patient portal, after selecting the appointment category and the first patient, users will have the option to add another patient by clicking “Add Another Patient” up to the maximum number of patients set for that category.  Clicking “Continue” will work through each patient, to select a visit reason and add an optional note for each patient. All selected patients’ visits must be of the same visit reason type , so after selecting the first patient’s visit reason, the remaining patients will be limited to matching visit types.

After the portal user selects a provider and location, the patient portal will then search for available, adjacent, appointment slots with enough space for all selected patients.

Review Your Disclaimer: After configuring mulitpatient scheduling, be sure to review the text of your Patient Portal Scheduling disclaimer to ensure that it’s still accurate.

Find Exactly the Right Appointment in Patient Portal

Your patients and families can now find the perfect appointment timeslot without endless scrolling.

After entering in their patient, visit reason, provider and location, the patient portal displays the first day of available appointments. Click the arrow to the left or right of the date to page day by day through  appointments, or click the calendar icon to jump directly to any date with available, matching, appointment slots.

Features for Everyone at Your Practice

Filter Search Results by Care Center

Practices that use PCC’s optional Care Centers function can find patients assigned to a single Care Centers and filter out all other patients from their search results in PCC EHR and pocketPCC.

When Care Centers are enabled, patient search results in PCC EHR include a drop-down menu labeled “Care Centers”. Open the menu, select a Care Center, and the search results will refresh, hiding all patients not assigned to your selected Care Center.

Search can also be filtered by Care Center in pocketPCC. The gear icon on the top right of pocketPCC’s patient search results opens the Choose Filters window.  The select a Care Center from the Care Centers drop-down menu, and click “Done”. The results will then show only patients assigned the care center you selected.

View Hidden Inactive Patients in PCC EHR and pocketPCC Patient Search

Choose when you see inactive patients in your EHR patient finder results and when searching for patients within pocketPCC. Everywhere you search for a patient in PCC EHR, the home screen, Appointment Book, E-lab results, import documents and more, any patient with a Patient Flag or an Account Flag that marks a patient as inactive will not appear in search results.

Review Your Patient and Account Flags: Review your Patient and Account flag configuration to ensure that each flag with the “Patients assigned this flag are inactive” option checked is valid and should be used to determine patient inactivity.

PCC EHR patient search includes a checkbox “show inactive patients” which, when checked, reveals the otherwise hidden inactive patients in your search results. PCC EHR will remember your preference. When the box is checked, it will remain checked for your future searches, until you click again to uncheck it.

PocketPCC also filters out inactive patients by default when searching. A gear icon on the upper right of pocketPCC search results includes the option to show inactive patients. Like PCC EHR, pocketPCC remembers your preference and will include inactive patients until you uncheck the box again.

Customize Your Flags for Alerts, Scheduling, and Reporting in PCC EHR

When a patient has an unusual scheduling need, or a diagnosis or other issue that requires attention, you can add a patient flag to their record. You can also flag family accounts that need to speak to the billing office and customize report output using flags. Custom status flags help your practice handle unique needs.

When you want to review and customize your practice’s flags, open the Tables tool in the Configuration menu.

For each flag, you can see the names, sort order priority, and whether or not the flag has certain effects on PCC EHR behavior, such as scheduling, preventing bills from being generated, and more.

Double-click on a flag to edit it, or click “Clone” or “Add” to create a new flag. To learn more about using the Tables tool, read Edit Your Practice’s Configuration Tables.

Caution: As with every configuration table, remember that when you make changes you are changing the flag wherever it appears in your system. Do not delete, write over, or change the name of a flag. Instead, clone a flag or create a new one.

When you edit or enter details for a status flag, you can change its name and how it will affect different features and services in PCC EHR.

Read Use Custom Flags for Scheduling, Alerts, and Reporting to learn more.

Save and Find Documents by Account Holder

You can now find an account in the Import Documents tool and save a document to an account holder, rather than to a patient. Account documents might include past due letters, policy agreements, and other forms that are not related to a specific patient.

Choose “Account” in the Find area to find the account, then save the document.

Saved account documents are viewable in the Documents section of a patient’s chart, under the account holder’s tab.

Siblings’ charts share account documents only when account holders are shared.

No Account Document Reporting: The Document Modification report does not include account documents with this release.

Configure and Generate Account Forms in PCC EHR

PCC 10.4 introduces the new Account Forms component along with specialized variables for account forms.

Forms Configuration Tool Only: Practices must enable the Forms Configuration tool to make use of the Account Forms component.

If your Forms Configuration tool is enabled, the Account Forms component will be added automatically to the Medical Summary, Demographics, and the Payment tool on your system when you receive the PCC 10.4 update. The existing Forms component will change to display as Patient Forms on all systems.

Just like patient forms, you can add, edit, clone, and generate account forms as well as include specialized account variables.

Account form configuration includes several new variables, such as total canceled appointments, personal balances split out by aging ranges, and total missed appointments.

Some of these new variables require a decision on how they should display on the generated form. For example, the new Missed Appointments variable requires users to choose an account relationship and pick a format for their appointment counts: either total, or split out by dependent.

To find out more about how to work with form variables, read Configure Forms in PCC EHR.

Prescribing

Use Snap Text in PCC eRx

Use Snap Text shortcuts to quickly enter taper instructions and other common e-prescribing phrases.

Where You Can Use Snap Text in PCC eRx

Six fields in PCC eRx accept Snap Text:

• the Instructions to Patient field on prescriptions
• the Comments to Pharmacy field on prescriptions
• the Internal Note field on prescriptions
• the Resend Reason field when queueing up a prescription to be resent
• the field to record your reason for overriding a safety checking alert
• and, the field to record your reason for deleting a medication from your patient’s history

These fields let you know that they accept Snap Text as soon as you click on them to start typing.

To learn more about how to configure and use Snap Text throughout PCC EHR, read Expand Short Text into Common Phrases in PCC EHR.

Adjust Your PCC eRx Text Size

You can change the text size in PCC eRx to make it more readable.

Open the My Settings page in PCC eRx and click on the Text Size tab.

Use the slider to increase the text size. A sample sentence shows what the text looks like at each size.

When the size is just right, click “Save”. This setting only changes the text size in PCC eRx for you, not other users.

Snap a Selfie to Register for EPCS

Clinicians can complete identity proofing for prescribing of controlled substances (EPCS) by snapping a selfie and a picture of their driver’s license. This replaces the portion of the registration process that previously required users to answer questions based on their Experian credit history.

During the Identity Proofing step, Exostar prompts the registrant to enter their cell phone number, then texts them a link.

The registrant taps the link in the text message and is prompted to take a photo of their identity document, then take a selfie.

Once successful, the registrant clicks the “ID Proofing Completed” button on their computer screen to move on to the next step of the EPCS registration process.

This new identity proofing method will be offered to all new EPCS registrants. Prescribers who have already registered for EPCS will not be required to go through identity proofing a second time.

To learn about the whole EPCS registration process from start to finish, read Register for EPCS.

Prescribe a 2-Month Supply of Controlled Substances

If you want to prescribe more than 30 days of a controlled behavioral medication but a 3-month supply is too much, you can prescribe a 2-month supply instead.

2-month supply prescriptions appear in your patient’s history with a 2-month supply label.

To learn more about 2- and 3-month supply prescriptions, read Prescribe Controlled Substances (EPCS).

Resend Prescriptions from Any Encounter

When a patient asks you to resend a prescription, you can do so right from the portal message or phone note you already have open instead of hunting through the patient’s history for the visit where you wrote the original prescription.

When you process a resend, it cancels the original prescription, notifies the pharmacy, and replaces the original prescription with a new version that contains your changes.

You can resend prescriptions for up to seven days. If you need to modify or reroute a prescription past that point, PCC recommends manually canceling the original and writing a new one from scratch. To learn more about resending prescriptions, read Resend a Prescription.

Let Staff Queue Prescriptions for Resend

Instead of searching through a patient’s history to cancel and manually prepare new versions of prescriptions that need to be modified or rerouted to a different pharmacy, clinical staff can use the “Resend” button to queue up changes for a prescriber’s approval.

Where Can Staff Find the Resend Button?

The “Resend” button appears in both Prescription History and in the Review & Sign section of the encounter where the original prescription was written. Clinical staff can use the “Resend” button in both places to queue up changes for a prescriber’s approval. To learn more about resending prescriptions, read Resend a Prescription.

Resend Any Prescription in a 3-Month Supply

When the pharmacy runs out of your preferred controlled behavioral medication on the second month of a patient’s 3-month supply, you can resend that prescription—or any part of the supply—to a different pharmacy.

How to Resend a 3-Month Supply with Different Prescription Details

If you’d like to use the “Resend” button to modify details such as the dose amount, dispense form, or patient instructions, you must select all three prescriptions in the supply. If the 7-day window for this has passed, cancel the remaining prescriptions in the supply and write a new supply from scratch.

You can also follow these steps to resend prescriptions in a 2-month supply.

To learn more about resending prescriptions, read Resend a Prescription.

See an NDC on Every Prescription

The NDC PCC eRx has been sending with prescriptions all along now appears plainly where you can see it.

The NDC appears on the preview that shows exactly what the pharmacy will receive when you send the prescription.

Set a Preferred Drug Name and NDC

Optionally edit the drug name and NDC that will go to the pharmacy with your prescription.

Click the blue edit icon next to the drug name on the prescription preview.

Select your preferred name and NDC from a list of appropriate options for the drug.

PCC eRx will remember your preferences the next time you prescribe the same drug and strength.

Concerta Woes Begone

Prescriptions for generic Concerta will go to the pharmacy with a more representative name and NDC so pharmacists have better information about what to dispense.

The updated name and NDC represent a product that is bioequivalent to Concerta, which has an osmotic pump release mechanism. The new default NDC is AB-rated in the Orange Book.

Other eRx Goodies

Get more out of PCC eRx with a fresh new look for the My Settings page, more options to customize your prescribing experience, fewer errors, and a bold green status to let you know when prescriptions successfully make it to the pharmacy.

New Safeguards to Prevent Accidental Resends

PCC 10.4 introduces safeguards to prevent users from accidentally resending multiple identical prescriptions to the same pharmacy.

A new status appears next to sent prescriptions in the Review & Sign component to make it easier to tell which ones were successfully delivered to the pharmacy. When you do need to use the “Resend” button to fix or reroute a prescription, PCC eRx will require you to make a change to the prescription details or pharmacy before you can process it.

Fewer eRx Errors

The work to minimize the errors that disrupt your prescribing workflows continues in PCC 10.4. Changes to medication-specific dose form logic reduces bothersome error messages and improves communication with the pharmacy. These fixes specifically target:

• cefdinir 300mg capsules
• desmopressin nasal sprays
• diazepam nasal spray (Valtoco)
• hyoscyamine 0.125mg disintegrating oral tablets
• lactobacillus acidophilus 10 billion cell capsules
• lidocaine 4% patches (OTC)
• medroxyprogesterone acetate injectable (Depo-Provera)
• omalizumab auto-injectors (Xolair)
• semaglutide subcutaneous pen injectors (Wegovy)
• vancomycin oral solution
• and oral chewable gummies and tablets, including Flintstones Complete and Complete (Iron), Culturelle Kids, ADEK Gummies Plus Zinc, and Pediatric Vitamins Combo No.203-Iron

A Fresh Look for My Settings

The My Settings page in PCC eRx gets a fresh look to help you find settings more easily and understand the impact of changing them.

Hide Real-Time Pricing and Formulary Alternatives by Default

If the prescription alternatives suggested by your patient’s pharmacy benefit manager (PBM) force you to scroll each time to reach the Instructions to Patient box, you can use a new setting to hide them by default.

Open the My Settings page in PCC eRx and click on the Real-Time Pricing and Formulary tab. Change your Alternatives Display setting to “Hide alternatives by default”, then click “Save”.

Regardless of your default setting, you can change how prescription alternatives display at the time of prescribing.

Use Enter to Submit Your EPCS Password

When you enter your password to send a controlled substance prescription, you can use the Enter key to submit it and move on to the final authentication step.

A Better Prescription Review Window on Mobile

When you finalize and send pending prescriptions from the Review & Sign component in pocketPCC, you can see all of the prescription and pharmacy details in one place without having to scroll from side to side.

Other Updates and Patch Notes

Read below to learn about other update news, patches, and bug fixes.

Update Your Windows 10 Workstations

Microsoft is ending support for the Windows 10 operating system, so PCC will soon be ending support for this operating system too. PCC 10.4 is the last version of PCC EHR that will run on Windows 10.

In PCC 10.4, the PCC EHR login screen on Windows 10 workstations will display a notice about needing to update the operating system by the first quarter of 2026.

Future versions of PCC EHR introduced in 2026 will only run on Windows 11 or higher.

Shorter Install Time on macOS

PCC 10.4 introduces improvements under the hood to shorten the time to install PCC EHR on Apple Macintosh workstations.

One Less Finding on PCI Audits

Credit card processors and other vendors may conduct PCI audits at your practice to ensure that your information technology infrastructure is secure and complies with their privacy practices. Recently these audits have been finding that one of the programming languages used in PCC EHR, PHP, is not on the most recent patch version.

PCC 10.4 introduces an automated process to keep PCC EHR’s PHP version up to date. This under-the-hood change will improve the security of your PCC system and reduce the number of findings on PCI audits.

Code Updates

PCC updates your system to support coding, billing, and vaccine configuration in line with changing guidelines. During the PCC 10.4 release cycle or with the PCC 10.2 update, we updated your system to support the following.

• SNOMED-CT: During the PCC 10.3 and 10.4 release period, PCC updated all practice systems to support the 2025 SNOMED-CT update, which included over 1600 new diagnosis, allergy, and family history descriptions. There were some updates to common pediatric diagnoses, including a change of “Exercise induced asthma” to “Exercise induced bronchospasm” and “Weight loss” to “Weight decreased”.

• ICD-10 2026: PCC 10.4 updates your system to support the CDC’s 2026 ICD-10 update. New codes and guidelines are valid for dates of service starting on October 1st, 2025. Updates of interest to pediatrics include additional specificity for Type 2 diabetes, inflammation of the eyelid, pelvic and perineal pain, and nausea and vomiting. For more information, visit CMS.gov’s ICD-10 page. You can also learn more about the new codes by watching PCC’s Pediatric Billing Drop-In recording for August 2025.

Bug Fixes

PCC 10.4 includes some notable squashed bugs.

• Better Handling for Uncommon Immunization Registry Responses: To prevent PCC EHR from crashing, PCC 10.4 introduces better handling for uncommon registry response codes indicating that patient records could not be retrieved. This logic was specifically introduced to handle “Patient data restricted” responses from the California Immunization Registry (CAIR), but will cover any case where the registry responds with something unexpected.

• See Reason for Referral Details on Summary of Care Records: PCC released a non-disruptive background patch in April 2025 to ensure that referral orders appear with the appropriate status in the Reason for Referral section of Summary of Care (outbound C-CDA) records generated in PCC EHR.

• Correctly Filter Results in the Immunization Registry Response Viewer: PCC 10.4 fixes the “No Errors or Warnings” Response Severity filter in the Immunization Registry Response Viewer. Now, selecting that filter will appropriately update the view to show only responses that do not contain errors or warnings.

• Edit Insurance Payments Without Queuing Up a Claim: In some situations, editing an insurance payment would lead to a new claim being queued up for submission. This will no longer occur.

• Improved Editor for Billing Messages: In some situations, editing your practice’s custom 30-60-90-120-day messages that appear on bills could result in freezing or unusual behavior due to non-ASCII characters or configuration issues. PCC 10.4 replaces the text editor and prevents these issues.

• More Accurate Reporting Categories: PCC 10.4 allows users of Smart Report Suite (srs) reports to monitor how many immunization, COVID testing, telemedicine, and telephone visits were done over a period of time. These are now classified in an appropriate category, and not as miscellaneous visits.

• Missed or Canceled Appointments Appearing in Patient Portal: In patient portal, visits that were missed or cancelled were still displayed in Visit History if they contained any charted information. In PCC 10.4 those visits will no longer appear in patient portal

• Viewing Portal Message Documents and Thumbnails: PDF documents and thumbnails attached to portal messages could be improperly displayed or cause the EHR to crash. This has been resolved and all PDF documents and thumbnails should display without error or crash.

• Blocked Phone Numbers Were Not Indicated in Logs or Charts: Phone numbers that opted out of Broadcast Messaging by replying “STOP” did not appear in the Broadcast Message Details Log, nor did the blocked icon appear alongside the phone number in patients’ charts. This has been corrected, and all opted-out phone numbers are correctly recorded.

• Visit Components Did Not Appear in pocketPCC: Certain visit components available for review and editing in PCC EHR were not displayed when editing the visit in pocketPCC. This has been resolved and all components now appear.

• Flowsheets for Lab Tests and Orders Did Not Display Correctly: Lab test and lab order flowsheets appeared blank for patients with long histories. The cause of this display error has been corrected and flowsheets will display all lab tests and orders as expected.

• Inactive Patients Syncing to CHADIS:

  Patients marked with the Inactive flag were being unnecessarily synced to CHADIS. PCC 10.4 has corrected this error, and inactive patients will no longer be synced.

• Appointment Removal Notes Missing from Appointment History: Appointment removal notes that included the character “<” would not appear in appointment history. This issue has been resolved and those notes are now available in Appointment History.

• Capitalized Portal User Sign-In Email Addresses Caused Log In Failures:   When patient portal users were created using email addresses as the sign-in method, entering the email address in all capital letters would prevent the user from logging in. This has been corrected, and capitalization now does not matter when creating a patient portal user.

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