Review a Patient Chart in PCC EHR
If the video does not start automatically, view it here.
Review a Patient Chart in PCC EHR (19 min • 04-2025)
If the video does not start automatically, view it here.
Open a chart in PCC EHR and take a tour! This video provides an overview of the Medical Summary, Demographics and History sections of the chart in PCC EHR, while introducing how components and navigation work.
Related Articles
- Here are some related articles in Clinical Tasks > Get Started in PCC EHR > Clinical Tasks > Review a Patient's Chart:
- How to login, review your schedule, and navigate PCC EHR.
- This demo walks you through the charting experience in PCC EHR, focusing on many of our pediatric-specific features and workflows.
- This is a placeholder for the article excerpt, a one or two sentence summary.
- Growth charts display plotted growth data, such as patient weight, height, and other vitals over time.
Review and Update a Patient’s Immunization Record
The Immunization History section of the patient's chart displays the patient's vaccine records. You can review immunizations, vaccine-preventable diseases, and forecasting of the patient's upcoming immunizations.- The Visit History screen displays a list of all visits, past or present, including any chart notes, documents, or other information related to each visit.
- When you review a patient's immunization record, either in a chart note or in the Immunization History section of the chart, PCC EHR can display a list of upcoming immunizations for the patient.
Work with Documents in a Patient’s Chart
The Documents section of a patient's chart displays all documents in that chart, sorted by category.- The Flowsheets section of the patient's chart displays an historical review of a patient's diagnoses, completed labs, medical tests, screenings, and radiology, and vitals. For example, you can see the results of every time a patient had a specific lab test.
- When you open a chart, the Medical Summary is the first screen. It contains a configurable summary of patient information.
- When you first open a chart, you will see the Medical Summary screen. You can navigate to different sections of the chart using the buttons on the left.
- PCC EHR tracks allergies in each patient’s chart. When the chart is up-to-date, PCC EHR can automatically warn you about drug allergies as you prescribe, create lists of patients based on allergies, and display custom alerts to users whenever they work with a patient’s chart.
Use a Patient Care Plan to Improve Care for Chronic Patient Issues
Use the Care Plan component, found on the Medical Summary or other protocols, to track, coordinate, and print the management plan for chronic patient issues.- You can access PCC EHR's online Help system directly, while logged in.
- Follow this procedure to log in to the PCC EHR.
- The sections below describe the many tools for finding and opening a chart, once you have logged in to PCC EHR.
- Begin working with a visit by reviewing pertinent patient history and taking vitals.
Use Visit Status Counters to Know Where You’re Needed
Watch this video to learn seven great tips and tricks for improving your practice's visit workflow with PCC EHR's visit status counters.- Learn special techniques for searching for patient and account records.
How to Respond to Record Requests with PCC EHR
When you receive requests for medical information about your patients, you can use various tools in PCC EHR to respond.15 Tips to Optimize Your PCC EHR Experience
A collection of easy yet powerful tips to help you streamline your workflow with PCC EHR.- Your practice can generate visit forms, excuse letters, lab requisitions, and other form letters in PCC EHR. Whether you print forms on paper, or create electronic copies in the patient's chart and send them via the patient portal, PCC EHR can create the form you need.
Immunization Registry Response Viewer
Use the Immunization Registry Response Viewer to review acknowledgements and other responses from your immunization registry. You can see successful transmissions and also look at warnings and errors that you may need to fix.Use PCC Tools to Improve Care for Chronic Disease, Permanent Abnormalities, and Other Special Needs
PCC EHR includes several different tools and features that can help you manage the care you provide for your patients with chronic disease, disabilities, or other special needs.Improve Care for Patients With Chronic Diseases and Special Needs
Use PCC EHR's features to create workflows that assist your practice in providing the best care to your patients with chronic conditions and special needs.New User Training for Clinicians
Use this new user training outline to learn how to complete clinical tasks in PCC.New User Training for Front Desk Staff
Use this new user training outline to learn how to complete front desk tasks in PCC.Send Chat Messages to Colleagues
PCC EHR includes a chat/instant messaging tool that lets you chat and send messages to other PCC EHR users.Record Sexual Orientation and Gender Identity in a Patient’s Chart
Use PCC’s Sexual Orientation and Gender Identity components to securely record information in a patient’s chart. When a patient decides their gender identity is public, your practice can optionally display a patient’s pronoun and preferred name in the Appointment Book and elsewhere in PCC EHR.Record Sexual Orientation and Gender Identity in a Patient’s Chart
Use PCC’s Sexual Orientation and Gender Identity components to securely record information in a patient’s chart. When a patient decides their gender identity is public, your practice can optionally display a patient’s pronoun and preferred name in the Appointment Book and elsewhere in PCC EHR.Look Up and Import Patient Immunization Records from Your Local Registry
Bidirectional immunization registry interfaces allow you to look up and import patients' immunization records from your local registry right within PCC EHR.Look Up and Import Patient Immunization Records from Your Local Registry
Check the immunization registry from your patient's chart and import new information from the registry into your patient's immunization history in PCC EHR.- Export a patient's entire record at the click of a button.
- View the full Pre-Check-In process from the patient portal through PCC EHR.
- When you are working in a patient's chart, use the Chart Export tool in the Reports menu to export the chart to a password-protected file in just a few clicks.