Create a Custom Report

The Report Library in PCC EHR is an expanding suite of reports designed to give you useful and meaningful access to information in the EHR.

You can use PCC's tools to work on claims with errors, rejections, and denials. But what if a problem is fixed, but the claim wasn't resubmitted? Or what if an insurance payor simply never responds? Are some insurance payers regularly failing to pay you in a timely fashion? You may need specialized tools to track and work down your practice’s insurance A/R.

PCC's previous software suite includes some specialized, customizable reports for billing and financial analysis. In the sections below, you can learn how to run these under-the-hood reports found in the Practice Management window.

The Smart Report Suite (srs) is a report library in PCC's previous Practice Management system.

You or your practice's accountant may use financial data from reports to analyze profits and make policy decisions for the future of your practice. You may wish to export those reports to another program, such as a spreadsheet, in order to make graphs or combine the numbers with other information.

The Clinical Quality Measures report calculates your office's performance on CMS CQM guidelines. Follow the procedure below to use the report.

The Patient Visit Summary is an "end-of-visit" clinical summary report. It details everything that happened during an appointment. The report also includes an overview of other patient medical information. You can also customize what appears on the report and configure special components which will include patient instructions and other information.

The Meaningful Use Measures report calculates your office's performance on the Meaningful Use standards indicated in the EHR Medicaid Incentive Program guidelines and co-referenced in the PCMH requirements. Use this report to see your office's Meaningful Use statistics.

PCC EHR has built-in access to two libraries of patient education resources. The AAP’s Pediatric Patient Education library and the NLM’s MedlinePlus library give you instant access to handouts and current medical information on a wide range of topics.

You can use the Phone Encounter Performance report to track phone note response time, report on phone tasks, and gather data for PCMH purposes.

You can generate a paper or electronic copy of a patient's health record with the Health Information Summary Report.

PCC EHR can create lists of patients based on complex criteria. You can save those criteria as special reports that you can re-run at any time.

PCC EHR can create reminder lists of patients based on complex criteria. You can save those criteria as Patient Reminders that you can re-run at any time, and generate a contact file.

PCC EHR includes Direct Secure Messaging. Direct Secure Messaging is a communication technology for the transmission and exchange of private health information. Your practice can use Direct Secure Messaging for transitions of care, and patient portal users can use Direct Secure Messaging to send their visit information to other medical practitioners.

The Summary of Care Record report produces a C-CDA-formatted chart summary for a patient. Your practice can use the report as a transition of care document. Optionally, if your practice uses Direct Secure Messaging, you can transmit the report to another clinician or practice.

Use the PCC EHR Audit Log to review details about system events pertaining to a patient's chart.

You can run the Vaccine Lot report in PCC EHR, to identify all patients who received a particular vaccine within a date range.

Contents1 Run the Test Results Report2 Customize the Test Results Report3 Schedule the Test Results Report4 When to Use the Test Results Report You can report on lab test results in the Report Library in PCC EHR. Run the Test Results Report In the Report Library in PCC EHR, open the Test Results report from […]

Use PCC reports and tools to send patient chart records to the Washington Medicaid Link4Health Clinical Data Repository.

You can generate and save custom reports and report categories in PCC EHR.

Which 13-year-olds at your practice never came in for an HPV shot? Can you quickly find all the six-year-olds who never made it in for their final IPV, MMR, and Varicella? PCC can find all of your patients that are due or overdue for vaccines and produce customizable reports.

Contents1 Send a Direct Secure Message to Another Healthcare Provider1.1 Attach a Patient Document to a Direct Secure Message1.2 Attach a File to a Direct Secure Message2 Receive a Direct Secure Message and Add It to a Patient’s Chart2.1 Add a Custom Summary to a Direct Secure Message2.2 Review and Work With a Direct Secure […]

Contents1 Restrict Access to Specific Categories1.1 Assign at Least One Category to Custom Reports1.2 Optionally Allow Full Access to a Specific Report2 Restrict Access to Manage Categories and Customize Reports PCC’s Report Library organizes reports by category. Each category contains a list of reports that are only visible to those who have role access to […]

Contents1 Schedule a Report to Run Automatically2 Preview Results and Save Output Settings3 View Scheduled Report Results4 Edit Scheduled Reports5 Stop and Start Reports6 Delete Scheduled Reports You can schedule reports to run in the future in PCC EHR. Schedule a Report to Run Automatically Use scheduled reports to automate recall lists, billing oversight reporting, […]

You can use PCC reports to identify problem areas in your A/R, review collections, and evaluate your growth as a practice. The tables below show PCC’s recommended reporting tools for practice oversight on a daily, weekly, monthly, and annual basis.

Practices can review provider and practice productivity over time using the Total Charges and Payments by Provider and Month report.