Run Reports in the PCC EHR Report Library

The Report Library in PCC EHR is a suite of reports designed to give you useful and meaningful access to information in the EHR. New reports are introduced with each new PCC release.

Contents

1 Open the Report Library
2 Find a Report
3 Run a Report
4 Advanced Features

Open the Report Library

You can access the Report Library from the Reports menu in PCC EHR.

Permissions Based: Access to the Report Library is controlled by a user role permission in the User Administration tool. For more help, contact your practice’s system administrator or PCC Support.

Find a Report

The Report Library organizes your reports into categories, making it easy to find exactly the report you need. Reports can appear in more than one category, and you can put your own custom reports into categories for easy reference.

All Reports: The category “All Reports” includes all reports in the Report Library.

Data Source: The category “Data Source” includes a number of master reports. These reports contain all the criteria available for a given set of data (for example, the Patient List report is equipped with all the account, demographic, scheduling, clinical, and billing criteria you might need to generate a specific list of patients). These reports are generally too extensive and cumbersome to use easily as-is, but they are perfect for using as a starting point when creating your own custom reports.

Run a Report

To run any report in the Report Library, select the report from the library:

Then enter your search criteria and click Generate:

PCC EHR will remember your most recent criteria choices while you work with the report. If you generate the report and discover you want to make a slight adjustment to your criteria, just click “Back”, and you will be returned to the criteria selection page with your most recent choices still filled in.

Your results will appear in tabular form.

The results page has a few different sections:

Your search criteria are displayed at the top of the report. You can use the Columns drop-down to select which columns to display.
The body of the report, which contains the results of your search in tabular format.
Navigation buttons. You can print the report, export it to a pdf or csv file, go back to enter different search criteria, or close the report.

Sort Your Results: You can sort on a column by clicking on the column header. To sub-sort on other columns, simply hold the Shift key and click the column headers for your secondary sort, tertiary sort, and so on.

Advanced Features

The PCC EHR Report Library contains powerful features to help you automate data collection and keep in touch with patients.

Schedule Reports to Run Automatically. Daily huddle sheets, monthly recall lists, and other routine reports can be scheduled to run automatically.
Send Batch Messages to Patients and Families. Use the report library to build patient lists, compose batch messages, and text or email them to patients and families.

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Open the Report Library

Find a Report

Run a Report

Advanced Features

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