Video: Record Sexual Orientation and Gender Identity in a Patient’s Chart

Use PCC’s Sexual Orientation and Gender Identity components to securely record information in a patient’s chart. When a patient decides their gender identity is public, your practice can optionally display a patient’s pronoun and preferred name in the Appointment Book and elsewhere in PCC EHR.

If your office has created duplicate patients or family accounts, you may need to merge them. Merging two patients combines data and saves a single set of basic demographic information. Merging two accounts combines the account billing and charge data so that it appears all of it occurred under one account.

Before patients can be scheduled or procedures can be posted, you need to add the patients and their family account(s) to PCC. This article will guide you through a basic procedure for adding a new patient and a family account: try to find the patient, add the patient, and then add the family (if they are new to your practice).

Partner is a family billing system. It stores information about every patient, but it also stores a database of accounts, or "families." A family account may be the custodian of the patient, the bill-payer for the patient (the "guarantor"), or both. Three siblings may all have one family account serving as both guarantor and custodian. That family account will be listed in Partner under a parent's name. Alternatively, children from a divorced family may have one family account assigned as the guarantor and a different account assigned as the custodian.

If your practice uses Partner and does not use PCC EHR, you can still track and review a patient's immunizations record. It will be based on charges posted or immunization records that your practice entered manually. Partner can produce automatic school forms and warn a provider that a patient may be missing an immunization.

Your practice can add a list of immunizations a patient may be missing to your paper encounter forms or other forms and handouts you generate from PCC's various features and tools.

Growth charts display plotted growth data, such as patient weight, height, and other vitals over time.

The Immunization History section of the patient's chart displays the patient's vaccine records. You can review immunizations, vaccine-preventable diseases, and forecasting of the patient's upcoming immunizations.

The Visit History screen displays a list of all visits, past or present, including any chart notes, documents, or other information related to each visit.

When you review a patient's immunization record, either in a chart note or in the Immunization History section of the chart, PCC EHR can display a list of upcoming immunizations for the patient.

Use the Demographics section of a patient's chart to review and edit patient and family demographics, such as patient information, contact information, insurance policies, and siblings.

The Documents section of a patient's chart displays all documents in that chart, sorted by category.

The Flowsheets section of the patient's chart displays an historical review of a patient's diagnoses, completed labs, medical tests, screenings, and radiology, and vitals. For example, you can see the results of every time a patient had a specific lab test.

When you open a chart, the Medical Summary is the first screen. It contains a configurable summary of patient information.

When you first open a chart, you will see the Medical Summary screen. You can navigate to different sections of the chart using the buttons on the left.

PCC EHR tracks allergies in each patient’s chart. When the chart is up-to-date, PCC EHR can automatically warn you about drug allergies as you prescribe, create lists of patients based on allergies, and display custom alerts to users whenever they work with a patient’s chart.

The Recent and Upcoming Appointments component, which can appear on the Medical Summary, Phone Notes, or any chart note, displays important information about a patient's appointments at your practice.

Use the Reminders box on the Medical Summary screen to note important patient issues that everyone who opens the chart should see.

The Siblings component includes a list of patient siblings and a button for opening their chart. It can appear on the Medical Summary, Phone Notes, or any chart note.

Use the Care Plan component, found on the Medical Summary or other protocols, to track, coordinate, and print the management plan for chronic patient issues.

Use the Confidential Information section on the Medical Summary screen to note private patient issues that should be hidden during casual chart review.

Use the Family Medical History component to chart medical history for family members.

The Medical, Family, and Social History components store and display relevant patient history. These chart-wide components can appear on the Medical Summary, Phone Notes, or any chart note protocol.

The Medication History panel, on the Medical Summary screen, displays prescription information and medication history.

The patient Problem List is a list of patient issues. These items can be based on any diagnosis. On the Medical Summary screen, you can add or remove problems, and rearrange problems. The Problem List makes prominent patient issues clear to anyone who opens the chart.

Learn special techniques for searching for patient and account records.

When you receive requests for medical information about your patients, you can use various tools in PCC EHR to respond.

Use the "Policies" component to add, update, and work with a patient's insurance policies and medicaid plans in PCC EHR.

When a patient or their caregiver indicates that they did not receive your latest text (SMS) message or broadcast email, you can easily determine if it is because they have opted out of communication from your practice.