PCC’s Tools to Remind, Recall, and Contact Patients

PCC software has built in tools for contacting patients and families by text, e-mail, or form letter.

Send Batch Messages to Lists of Patients and Families

PCC EHR’s Broadcast Messaging feature can send a message via email or text (SMS) message to a list of patients generated through the Report Library.

Reports within the Report Library’s Patient Recall category each have the option of sending a message to the resulting list of patients. Select your options to build exactly the list of accounts you need, run the report, and click “Export” to send a message via text or email to everyone on the list.

For more detailed information, read the Send Broadcast Messages to Patients and Families article.

Exchange Messages Via PCC’s Patient Portal

When viewing a patient’s chart, use “Add Portal Message” in PCC EHR’s Edit menu to send a message to a patient portal user associated with that patient. They can read and reply to your message within the portal, or send you a new message themselves.

For more information read Patient Portal Messaging.

Send a Text Directly to a Patient or Family

Use PCC EHR’s Send Text tool to send out a note, contact information, telemedicine link, or other short message via SMS Text to any number associated with a patient, directly from the EHR.

• From the Schedule Screen: From the schedule screen, select an appointment and click “Send Text” to send them a text message.

• From a Patient's Chart: Open any patient’s chart and then select “Send Text” from the Edit menu.

For more information, read Send a Text Message Directly to a Patient or Family.

Create a List of Patients for Preventive Care Recall and Chronic Condition Recall

The Preventive Care Recall and Chronic Condition Recall reports are the easiest way to recall patients in PCC EHR. They enable you to run effective recalls for preventive care as well as chronic conditions.

The Patient Recaller

The Patient Recaller (recaller) is a tool from PCC’s previous practice management software suite. It can create custom call lists, form letters, and mailing labels for your patients and families based on a wide range of criteria.

For more information, read Recall Patients with the Partner Patient Recaller.

The Patient Notification Center

Your PCC system includes the Patient Notification Center (notify), an under-the-hood software service that automatically creates lists of patients and families and sends automated messages through a third-party integration provider (Televox, formerly known as Intrado). The Patient Notification Center supports appointment reminders, “Due for a Visit” notifications, and account balance notifications.

Contact PCC Support for help setting up these notifications.

To learn more, read Create Recurring Notifications for Patients and Families.

Patient Reminders in PCC EHR

PCC EHR can create reminder lists of patients based on custom criteria. You can save those criteria settings and re-run them at any time to generate a contact file.

To learn more, read the Patient Reminders help article.

TeleVox, VoiceGate, PhoneTree, MedBuddy and Other Contact Systems

PCC can help create a custom workflow to export a list of patients for use with another phone vendor service. Contact PCC Support to learn more.