Sign Forms During Pre-Check-In
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Sign Forms During Pre-Check-In (2:23 • August 2026)
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Your patient portal users can review and sign your policy documents before they arrive at your office. Learn how to configure which forms display for which patients and how often.
Related Articles
- Here are some related articles in Front Desk > Check In a Patient:
Patient Pre-Check-In in Portal and PCC EHR
Learn how to complete Pre-Check-In through PCC's Patient Portal, review and import Pre-Check-In data, and configure Pre-Check-In through PCC EHR.- Contents1 Pre-Configuration: Review Your Practice Workflow1.1 Phone Numbers and Phone Number Labels1.2 Notifications1.3 Eligibility1.4 Check For Patient Portal Accounts During Each Interaction2 Prepare Accounts and Portal Users for Pre-Check-In2.1 Link Portal Users to EHR Accounts2.2 Add Additional Pre-Check-In Users3 Configure Pre-Check-In3.1 Adjust the Appointment Book – Patient Details Protocol3.2 Select a Pre-Check-In Document Category3.3 Select Visit […]
- Contents1 Pre-Check-In in The Patient Portal1.1 Patient Information1.2 Billing Account1.3 Insurance1.4 Optional: Pay Personal Balance2 Pre-Check-In in PCC EHR2.1 Adding a New Insurance3 Add Additional Pre-Check-In Users Once enabled by PCC, the Patient Pre-Check-In process begins in the Patient Portal. Pre-Check-In is available seven days before the patient’s appointment, and two days prior to the […]
Review Checkin Status: Who Checked a Patient In?
When a patient is checked in, PCC records the time of check in, the user who checked them in, and the office location. You can view that information later to discover who checked a patient in.Check Patient Insurance Eligibility
PCC automatically checks insurance eligibility for all of a scheduled patient's active insurance plans, if the carriers support automated eligibility. You can use eligibility features in PCC to review and confirm eligibility for upcoming appointments. You can also review and re-check a patient's insurance eligibility status during Patient Check-In.Patient Arrival and Checked In Statuses
When your office checks in a patient, or when you click “Patient Arrived” or create a new visit while viewing a chart, PCC EHR indicates that the patient is here in the Visit Status column.- When a patient arrives at your practice, use Patient Check-In to check them in. Patient Check-In will help you review the family's demographic and insurance information, check insurance eligibility, review outstanding balances and post payments, and more.
- You can configure Patient Check-In in PCC EHR to meet the specific needs of your practice. You can adjust what components appear, create custom headers for your front desk staff, and create custom Patient Check-In Clinical Alerts.
- Watch this video to learn how to check in patients in PCC EHR. During check-in, you can review account information, update policies and verify eligibility, collect payment, and help patients and families get signed up with your patient portal.
- Configure Patient Check-In to meet the needs of your practice.
- Contents1 Use Print Visit Forms Tool to Print All Forms for a Day’s Appointments2 Print or Reprint Visit Forms For a Single Encounter What do you hand patients and families when they walk in the door? Your practice may generate educational handouts specific to a visit reason, encounter forms for the clinician, and other visit […]
Complete Pre-Check-In in Patient Portal
Complete the Pre-Check-In through PCC's patient portal.- View the full Pre-Check-In process from the patient portal through PCC EHR.
Add Additional Patient Portal Pre-Check-In Users
Learn how to add additional patient portal user accounts to a single patient, so they can each complete Pre-Check-In as needed.
