Set Up and Configure pocketPCC User Accounts

Follow the procedure below to set up pocketPCC user accounts at your practice.

Is pocketPCC Activated For Your Practice?

Contact PCC Support when you are ready to use pocketPCC at your practice. We’ll turn on the service on your system.

Give pocketPCC Permission to a User Role

In PCC EHR, all access permissions are controlled by user roles. To activate pocketPCC access for users at your practice, first grant the right to a user role, such as a physician or clinician role.


Optionally, Create a New Role: If you want more granular control of which users have pocketPCC access, you could create a new role that includes only pocketPCC access. Read the Set User Roles help article to learn more about user roles.

Review and Assign Role to Users

After you make pocketPCC access available to a user role, edit user accounts who should have access to pocketPCC and grant them that role. For example, you may need to assign the clinician role to each clinician at your practice.

On the Users tab of the User Administration tool, open the user and visit their Settings tab.


Click on the user role that grants them pocketPCC access. If you have created a “pocketPCC” role, you can grant each appropriate user that role.

Create a Security Question

Before they can log in to pocketPCC, each pocketPCC user must create a security question.

Each user can open the My Account tool from the Tools menu.

Next, they can use the pull-down menu to define their security question and answer.

How Will My Security Question Be Used?: pocketPCC will ask the user the security question the first time they log in to pocketPCC with a new device.

Password Security Requirements: If the user has not changed their password in a while, they may need to pick a new password that meets PCC EHR’s password security requirements. Common passwords (like “password”, “1234” or the user’s username or real name) are not allowed, and passwords must be at least 8 characters.

Log In to pocketPCC

After setting a security question, each user can log in to pocketPCC on a web browser or mobile device and get started!

For more information, read the Get Started in pocketPCC help article.

  • Last modified: April 22, 2016