Understand 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 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 […]

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 Billing Routine4.1 Contact PCC for Additional Workflow Support After clinicians sign their visit notes, it’s up to billers to make sure the practice […]

Contents1 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 […]

Contents1 Populate a Form with Details from a Specific Visit2 Populate a Form with Details from a Phone Note or Portal Message Encounter3 Populate a Form With Details From a Patient’s Last Visit4 Learn More Do you need to print a form with vitals from last month’s sports physical? How about making sure the right […]

Contents1 Configure CHADIS in PCC EHR2 Schedule Visits to Send CHADIS Questionnaires When 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, […]