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 Report Index
5 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.

Report Index

Below is a current list of PCC-created reports available through the Report Library in PCC EHR.

Appointments: An appointment data source report that you can use as a basis for building custom, appointment-focused reports.
Billing Diagnoses by Date: Find all billed diagnoses within in a date range.
Broadcast Message Details: View detailed results of all attempted messages from a single broadcast message run.
Broadcast Message Log: View message counts per broadcast message run. Message status counts may take a day to become accurate.
Care Plans By Date: Find and lists all patients with care plans at your practice.
Chronic Condition Recall: Recall patients who have chronic conditions that require management.
Document Modification Report: Find documents by user, date, time, and/or category. This report can be used to find documents attached to the wrong patient or all documents in a particular category.
Encounters by Billing Status: Identify visits, phone notes, and portal messages that are waiting to be billed.
Forced Appointments: Find all appointments that are currently forced in.
Huddle Sheet: View today’s appointments with relevant details to help plan for the day.
Immunization Administration Count: Display the number of vaccines administered during a date range.
Immunization Administration Details: View vaccine administration details for a given date range, including funding source, VFC eligibility, insurance policies and administering user.
Inbound Messages: View replies to broadcast email and SMS messages sent by your practice.
Orders: An order data source report that you can use as a basis for building custom, orders-focused report.
Orders by Visit: List of appointments that include selected order types.
Overdue Vaccine Recall: Find patients who are forecast to be due or overdue for specified vaccine families. This report requires your practice to have immunization forecasting enabled.
Patient Count and Percentage by Ethnicity: See how many of your patients self-identify with each ethnicity category. Useful for PCMH attestation.
Patient Count and Percentage by Gender Identity: See how many of your patients self-identify with each gender category. Useful for PCMH attestation.
Patient Count and Percentage by Primary Preferred Language: See which primary languages are spoken by your patients and how many patients self-identify with each. Useful for PCMH attestation.
Patient Count and Percentage by Race: See how many of your patients self-identify with each race category. Useful for PCMH attestation.
Patient Count and Percentage by Sex: See how many of your patients fall into each sex category. Useful for PCMH attestation.
Patient Count and Percentage by Sexual Orientation: See how many of your patients self-identify with each sexual orientation category. Useful for PCMH attestation.
Patient Diagnoses by Date: Generate, print, and share trends in patient care.
Patient Immunization Administration Summary: Generate a list of patient vaccine histories for specified vaccines and number of administrations.
Patient List: A patient data source report that you can use as a basis for building custom, patient-focused reports.
Patient Visits By Protocol: Find patient visits based on the protocol of the visit.
Patients Overdue for Weight Management: Identify patients who are in need of a weight management visit based on BMI and past visit activity. Useful for PCMH attestation.
Patients with Portal Users: Find all patients who are linked to a portal user.
Payment Reconciliation: Reconcile payments entered into PCC against money collected.
Portal Activity for Patient: Find portal activity for a specific patient.
Portal Activity for Portal User: Find the portal activity for a specific portal user.
Portal Message Response Time: Time between the receipt of a portal message and the response.
Portal Message Response Time: Time between the receipt of a portal message and the response. Useful for PCMH attestation.
Portal User List: List of portal users including creation date and date of last activity.
Portal User's Patient List: List of patients linked to a portal user.
Portal Users By Appointment Date: List of appointments and associated patients and portal users.
Portal Users by Relationship: Find portal users by their relationship to linked patients.
Portal Users Linked to a Patient: Find all portal users linked to a patient. This report can be used to determine who has access to a patient’s records and who has accessed those records.
Predominant Conditions of Your Patient Population: Identify the predominant conditions of your patient population. Useful for PCMH attestation.
Prescription Activity: A log of prescription activity.
Prescription Count by Drug Name: Number of prescriptions issued during a specified date range and listed by drug name.
Prescription Count by Provider: Number of prescriptions issued during a specified date range listed by provider.
Prescription Safety Warnings: Number of prescription safety warnings presented to prescribers by date range, prescriber and warning type.
Preventive Care Recall: Recall patients who are overdue for preventive care visits.
Provider Schedule Utilization: View the utilization of provider scheduling resources with the ability to break down by appointment status. Appointments occurring outside of the shift time will not be counted.
Simple Text Log: View single patient text messages sent by your practice.
Test Results: A data source report of discrete test results, including both e-lab and manual entry results, that you can use as a basis for build custom, test result-focused reports.
Vaccine Inventory Reconciliation Worksheet: Compare PCC EHR vaccine inventory with vaccine inventory in the refrigerator.
Vaccine Inventory Transaction Log: View increases and decreases for a single vaccine lot to verify inventory quantity.
Visits by Billing Status: This report identifies visits that are waiting to be billed.

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

Report Index

Advanced Features

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