Understand Chart Note Protocols
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Understand Chart Note Protocols (4 min • 10-2016)
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A quick summary of chart note protocols in PCC EHR
- Here are some related articles in Manage and Administer Your PCC Tools > Configure Chart Notes and PCC EHR Components:
- This demo walks you through the charting experience in PCC EHR, focusing on many of our pediatric-specific features and workflows.
Configure PCC EHR Protocols (Detailed w/ Examples)Watch detailed examples of how you can adjust chart note protocols in PCC EHR.
Adjust PCC EHR Components with the Component BuilderUse 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.
Open the Protocol Configuration ToolRun 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.
Add Age-Appropriate Immunizations to a Chart Note ProtocolFollow the steps below to use the Protocol Configuration tool to add the correct, age-specific immunizations to Well Child chart note protocols.
Add Chart-Wide Components to a Chart Note ProtocolYou can add many special components, which appear elsewhere in a patient's chart, to your customizable chart note protocols. These include siblings, growth charts, Recent and Upcoming Appointments, any Medical Summary component, and any Demographics component.
Chart Note Configuration IntroductionPCC 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.
Protocol Map: Assign Protocols to Providers and Visit ReasonsUse the Protocol Map to determine which protocols will be used for chart notes for specific visit reasons and providers.
- Begin working with a visit by reviewing pertinent patient history and taking vitals.
Find Unbilled Visits and Eliminate Lost RevenueUse Reports in PCC EHR to follow up on missed charges to improve revenue.
Configure PCC EHR Protocols and Chart SectionsLearn how to configure chart notes and other protocols in PCC EHR.
Install Bright Futures 4 Chart Note ProtocolsLearn how to add the new Bright Futures 4 protocols to your PCC System.
Create a Telemedicine Visit ProtocolContents1 Create a Telemedicine Protocol for Sick Visits1.1 Customize Other Chart Note Protocols for Telemedicine In PCC EHR, you can create and customize chart note protocols for different visit types. PCC recommends you create a “Telemedicine Sick” protocol, along with other telemedicine-based protocols you expect to schedule. Those protocols can then be configured to appear […]
Create a Telemedicine Visit ProtocolLearn how to create a chart note protocol for telemedicine visits.
- Learn how to create and track lab orders for COVID-19 tests.
Send Chat Messages to ColleaguesPCC EHR's Chat allows you to message colleagues quickly without having to install and log in to a separate tool.
Generate Outbound Lab and Radiology RequisitionsContents1 Configure In-Office Lab Orders and Facilities1.1 Configure In-Office Lab Facilities1.2 Map In-Office Lab Facilities to Appointment Locations1.3 Configure a Default Facility for In-Office Lab Tests2 Set Up Default Document Categories for Lab and Radiology Requisitions3 Configure Provider Signatures to Automatically Appear on Lab and Radiology Requisitions4 Configure Custom Requisition Forms4.1 Learn More After ordering […]
Generate Patient Forms with Information from a Specific Encounter in PCC EHRRead this article to learn how you can generate form letters that include encounter and chart information in PCC.
Video: Group Chat Messages in PCC EHRAn overview of the group chat features in PCC EHR's chat tool.
Send CHADIS Questionnaires Directly Through the Patient PortalWhen you schedule an appointment in PCC, your practice can automatically send patients and families CHADIS questionnaires through the patient portal. Results will show up right in the encounter’s chart note, like any order. You can use CHADIS questionnaires to gather important diagnostic, screening, and other valuable information in advance of an encounter.
Switch to the New Forms Solution in PCC EHRSwitch to a new forms solution in PCC EHR that empowers you to create and manage your own auto-filling forms, handouts, policies, and letters.
Get Started with Direct Secure MessagingWatch how to get started with Direct Secure Messaging, a HIPAA-compliant method in PCC EHR similar to email that empowers you to communicate and share records with other healthcare providers.
Send, Receive, and Reconcile Direct Secure MessagesLearn how to send, receive, and reconcile Direct Secure Messages, a HIPAA-compliant method in PCC EHR that empowers practices to communicate and share records with other healthcare providers.
Clinical Document Exchange: Initiator RoleLearn how to use Clinical Document Exchange to retrieve patient information from other health care providers in PCC EHR.
Clinical Document Exchange: The Responder RoleLearn how to exchange clinical information with health care providers through Clinical Document Exchange, how to configure settings for patient consent, and how to get started with the Responder Role at PCC.
Configure E-Lab Orders in PCC EHRLearn how to configure electronic lab orders in PCC EHR.
Add E-Lab Users and Import E-Lab ResultsLearn how to grant permissions for access to incoming E-Labs in PCC EHR and how to import an incoming e-lab result.