Search the Patient Visit History or within a Charted Encounter

You can quickly find a visit by searching a patient’s complete history, then use the find feature to jump directly to the keyword you’re looking for within the visit or note.

Contents

1 Search the Patient Visit History
2 Search within a Charted Encounter

Search the Patient Visit History

From the Patient Visit History, enter a phrase or keyword in the search box – a diagnosis, order, or other visit detail, and click search or press enter.

The Visit History Index will change to display only the visits that contain the search term you entered. The search box will show a count of how many visits contain that term, and which of those search results you currently have selected.

When you select a visit, the count will change to indicate which of the resulting visits you’ve selected. In the visit history window above, each instance of your search term will be highlighted.

To return to the full list of visits, click the x in the search box to clear the search.

Search within a Charted Encounter

With a note or a visit open, you can select Find from the Edit menu to search through a visit chart note, the medical summary, or another protocol-based chart section. You can also use your operating system’s keyboard shortcuts (ctrl+F on Windows or Linux, command+F on Macintosh).

PCC EHR will search the visible text in the ribbon. You will see the total found results, and the first result will be highlighted for you.

You can click the arrow buttons to cycle through matching results, or press the keyboard shortcut (F3 on Windows, command+G on Mac OSX, and ctrl+G on most Linux installations) to move to the next result.

You can use the new search feature to find a lab result, jump to a note about a specific problem or diagnosis, or find anything else that appears in visit chart notes, phone notes, or the Demographics or Medical Summary chart sections.

Search Through "Visible" Text: The find feature does not search through text that is not visible in the ribbon. For example, if the expand arrow on a Care Plan intervention is closed, you will only be able to find visible portions of the intervention.

Here are some related articles in Clinical Tasks > Chart a Visit:

Chart a Visit in PCC EHR
This demo walks you through the charting experience in PCC EHR, focusing on many of our pediatric-specific features and workflows.
Chart with Answer Memory, Last Answer, and Your Custom Auto-Notes
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Chart with Multiple Protocols
Learn how to use multiple protocols in a single visit.
Chart with Answer Memory, Last Answer, and Your Custom Auto-Notes
PCC EHR has several unique tools that help you enter notes on a chart faster. This help article lists those features and includes procedures and links for configuring them.
Review and Edit Sibling Charts
You can open several sibling charts and work on them at the same time, flipping back and forth between them as needed.
Chart Note Protocols
Chart notes are made up of different sections, or elements, that a particular visit type needs. The custom chart note is called a protocol. You will see a different protocol for different visit reasons, and providers may have their own, custom protocols.
Chart a Visit in PCC EHR
Read the procedure below to learn about each step of a typical visit in PCC EHR.
Delete an Encounter from a Patient’s Chart
You can delete a visit created in error in PCC EHR. When you delete a visit, all vitals, chart notes, orders, and other items created for the visit are removed from the patient's record.
Spell Check in PCC EHR
PCC EHR automatically checks your spelling as you type.
Find and Refine Diagnoses as You Chart
PCC EHR can help clinicians select a more specific diagnosis description. After they select a diagnosis, they can use a pull-down menu to refine the selection.
Charting Overview
If a patient has an appointment today, or a provider has opened a chart note using the Visit History chart section, visit-related buttons for charting appear under the "Visit" headline in the lower- left navigation of the chart.
Chart Amendment Requests
If a patient or family requests that you amend information in their chart, you can now record that amendment request. For example, if a family objects to a diagnosis in the patient’s chart, you can create an amendment request on the visit for that day. While viewing a chart note (or phone note or message […]
Hide Sensitive Diagnoses from the Patient Portal and Patient Reports
Contents1 Hide a Single Patient’s Diagnosis or Problem2 Where Does a Locked Diagnosis Still Appear? How Do I Send Records?3 Configure Default Hidden Diagnoses In PCC EHR, you can mark any diagnosis or Problem List, allergy, or Family Medical History list item as private. A private or “locked” diagnosis will not appear on patient reports […]
Dr Hagan On Performing Well Visits via Telemedicine
Can pediatricians perform well child visits with telemedicine? Will practices be paid? Dr. Hagan explains Well Visits via Telemedicine and provides his recommendations and ideas.
Signing in pocketPCC
Learn how to sign visits, phone notes, and documents within pocketPCC.
Create and Manage Forms in PCC EHR
Start creating your own patient form letters in PCC EHR.
Configure Provider Signatures for Patient Forms
You can upload provider signatures, set permissions for who is allowed to generate them, and include them on patient forms in the Forms Configuration tool in PCC EHR.

Search the Patient Visit History

Search within a Charted Encounter

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