PCC EHR Overview 3: Chart Note Protocols

Use the Component Builder to create or edit the different components that make up a protocol. You can create a custom component to deal with a particular charting need, with your own wording, and then use the Protocol Builder to add that component to relevant chart notes. You can also use the Component Builder to modify the details or wording of different components, such as adding a new available items to the History or Review of Systems components.

Run the PCC EHR Configuration tool to edit components, work on your custom chart notes, or modify the Medical Summary or Demographics sections of the chart. The Protocol Configuration tool is found in the Tools menu.

Read the examples below to learn how to create or edit an order, set default behaviors, and add specific LOINC tests for charting.

Follow the steps below to use the Protocol Configuration tool to add the correct, age-specific immunizations to Well Child chart note protocols.

You can add many special components, which appear elsewhere in a patient's chart, to your customizable chart note protocols. These include siblings, growth charts, Recent and Upcoming Appointments, any Medical Summary component, and any Demographics component.

PCC EHR's Protocol Configuration Tool creates and edits custom chart notes, phone notes, and order follow-up notes in PCC EHR.

After you Open the Protocol Configuration Tool, click on "Protocol Builder" to create or edit a chart note protocol.

Components are the building blocks of protocols, which are used to generate chart notes for visits. By understanding the different component types and the available specialized components, you will be able create useful new sections for your chart notes and configure them.

Follow the steps below to use the Protocol Configuration tool to clone or create a new protocol and add components to that protocol.

Use the Protocol Map to determine which protocols will be used for chart notes for specific visit reasons and providers.

Contents1 Customize Your Practice’s Visit Statuses2 Customize Your Visit Status Counters PCC comes with a set of visit statuses that you can use to indicate patient status on the schedule screen. PCC encourages each practice to configure its own visit statuses to compliment the practice’s workflow. Customize Your Practice’s Visit Statuses You can add any […]

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Contents1 Review the Schedule Screen and Messaging Queue Daily for Billing Status Updates1.1 Ready to Post1.2 New Items2 Set Default Billing Status Filters3 Run the Encounters by Billing Status Report4 Establish a Routine Billing Maintenance Schedule4.1 Contact PCC for Additional Workflow Support After clinicians sign their visit notes, it’s up to billers to make sure […]