Sign Notes, Visits, and Documents in pocketPCC

PocketPCC includes the option to sign visits, phone notes, and documents, so you can complete your signing tasks conveniently, from anywhere.

Sign in to PocketPCC from your phone or other mobile device. If your PCC EHR user account has permission to sign, even with a co-signer, you’ll have the option to sign under pocketPCC’s menu.

The signing window lists all items in the signing queue. Green checks indicate the item has been signed, and the orange icon indicates that a co-signer is needed.

Click the gear icon in the upper right to open the filter options. You can limit by the type of item, the current signed status, or by provider. Select filters and click “Done” to refresh the list to match your selection.

Select a signable item to open the visit, note, or document for you to review. At the bottom of the window, after you’ve reviewed the item, you can sign or co-sign with a single click.

While reviewing a visit, document, or phone note, you can click any of the edit buttons and make additional notes, assign tasks, or any other edit to the item. Then, you’ll have the option to simply save your changes, or both save and sign the item in one click by selecting “Save & Sign”.

When you’ve saved, or saved and signed, you’ll be returned to the signing queue, where you can select another item to sign.

Here are some related articles in Clinical Tasks > Review and Sign Chart Notes, Orders and Documents:

Review a Patient’s Chart in pocketPCC
Review a patient's chart in pocketPCC. View a patient’s Medical Summary, Demographics, Immunization History, Visit History and Documents.
Navigate in pocketPCC
Learn how to navigate in pocketPCC. View your schedule, read and respond to messages, and search for a patient and view their chart.
Get Started in pocketPCC
Read how to get started with pocketPCC.
Sign Orders
You can mark any order, such as a lab or medical procedure, to indicate that a signature is required. You may do this for actual signing purposes, or simply to indicate that a clinician needs to review some aspect of the order.
Sign Phone Notes
You can mark any phone note to indicate that it needs signing. Select the provider from the Phone Note screen.
Review and Sign Visits, Orders, and Other Items in PCC EHR
The signing queue contains a list of items that require a clinician's review and signature.
Signing Documents
You can mark any document to indicate that it need review and signing. Select the clinician from the Import Documents screen or the Edit Tags window.
Sign Visit Chart Notes
Many providers signal that they are finished with a chart by "signing" their work. You can sign a chart note by clicking the "Sign" button at the bottom of the chart note screen.
Co-Sign Visit Chart Notes
If your office uses co-signing, an optional feature in PCC EHR, then some clinicians may require another physician to co-sign their visit chart notes.
Set Up and Configure pocketPCC User Accounts
Follow the procedure below to set up pocketPCC user accounts at your practice.
Create and Edit Phone Notes in pocketPCC
Use pocketPCC to enter phone notes, edit phone notes, and to create tasks.
Find a Patient in pocketPCC
Use search tools to find any patient with pocketPCC
Get Started in pocketPCC
A brief introduction to some of the features in pocketPCC.
Receive and Send Patient Portal Messages in pocketPCC
Use pocketPCC to communicate directly with patient portal users.
Add pocketPCC to Your Home Screen
Follow the instructions in this article to add a pocketPCC app-style icon to your mobile device.
Enter Vitals in pocketPCC
Use pocketPCC to enter and edit vitals.
Use pocketPCC to Add Photos or Upload Files to Patient Charts
You can take a photo with your mobile phone and use pocketPCC to upload it right into the chart. You can also use pocketPCC to upload a photo or a form sent to you by the patient’s family.
Signing in pocketPCC
Learn how to sign visits, phone notes, and documents within pocketPCC.

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