Record Sexual Orientation and Gender Identity in a Patient’s Chart
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Record Sexual Orientation and Gender Identity in a Patient’s Chart (5 minutes • 10-2020)
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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.
Related Articles
- Here are some related articles in Clinical Tasks > Review a Patient's Chart > Front Desk > Edit Patient and Family Information:
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.- This is a placeholder for the article excerpt, a one or two sentence summary.
Merge Duplicate Patients and Accounts
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).
Patient and Family Accounts in PCC Explained
Your PCC system keeps track of families and patients. Your practice's database stores information about every patient, with a patient chart for each one. PCC also stores a database of accounts, or "families." An account may be either a "Home" account for the patient or a "Billing" account. These are sometimes called the custodian and guarantor accounts.- Growth charts display plotted growth data, such as patient weight, height, and other vitals over time.
Review and Update a Patient’s Immunization Record
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.
Review and Update Patient and Family Demographics
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.Work with Documents in a Patient’s Chart
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.
Use a Patient Care Plan to Improve Care for Chronic Patient Issues
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.Review a Patient Chart in PCC EHR
Open a chart in PCC EHR and take a tour! This video provides an overview of the Medical Summary, Demographics and History sections of the chart in PCC EHR, while introducing how components and navigation work.- Learn special techniques for searching for patient and account records.
How to Respond to Record Requests with PCC EHR
When you receive requests for medical information about your patients, you can use various tools in PCC EHR to respond.Review and Update Patient and Family Demographics
Learn how to update patient and family information in PCC EHR.Look Up and Import Patient Immunizations from Your State Registry
This is a placeholder for the article excerpt, a one or two sentence summary.Look Up and Import Patient Immunization Records from Your Local Registry
Check the immunization registry from your patient's chart and import new information from the registry into your patient's immunization history in PCC EHR.Enter and Review Account Notes
You may wish to record details about an account or billing situation with a family. Read below to learn about Account Notes in PCC.Enter and Review Account Notes
Learn how to enter and review account notes in PCC EHR.