Video: Schedule Reports in PCC EHR
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Video: Schedule Reports in PCC EHR (4.5 minutes • 09-2020)
If the video does not start automatically, view it here.
Schedule a report to run automatically, periodically
Related Articles
- Here are some related articles in Manage and Administer Your PCC Tools > Configure Other PCC EHR Features > Clinical Tasks > Generate Clinical Reports:
- 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, […]
Run Reports in the PCC EHR Report Library
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.Add and Configure Immunizations in PCC EHR
PCC EHR provides tools for charting, ordering, administering, billing, and tracking immunizations. When your practice begins using a new vaccine, or wants to change how immunizations are displayed, you can adjust your immunization configuration. PCC Support can help you with any part of this configuration.CVX, MVX, VIS and NDC Codes in PCC
The CDC maintains lists of vaccines, their manufacturers, VIS publications, and NDC codes. With each immunization you administer, PCC stores this information and validates it based on the CDC's lists.Use Auto-Notes to Insert Your Standard Text in a Chart Note Field
PCC EHR can enter your default Normal or Abnormal notes at the click of a button while you chart.Configure PCC EHR Session Timeout (Automatic Logout)
You can configure how long an inactive PCC EHR window will remain open. Set the session timeout length in the Practice Preferences window in the Tools menu.- Nurses and physicians measure vitals and enter them quickly into a patient's chart. To make this process match your office's workflow, you can configure PCC EHR's temperature and blood pressure method defaults (oral, tympanic, right arm, etc.) as well as whether you use English or Metric measurements for other vitals.
Submit Immunization Records to CAIR
If your practice is located in California, you can use PCC software to submit your patients' immunization records to CAIR, the California Immunization Registry.- If your practice needs some visits signed and co-signed, you can turn on co-signing and then require it for specific users.
PCC EHR Configuration Introduction
You can configure PCC EHR to match your workflow and charting style. You can change how many screens behave in order to help your office find what they need quickly. The help articles below include procedures and references to make changes to PCC EHR's behavior.- You can turn on and off some of the columns on the Schedule screen.
Configure Lab Orders and Lab Tests in PCC EHR
PCC EHR's labs can contain several result fields, have default facilities, initiate tasks for the tasks queue, and use numerous other features. Your common labs can automatically appear for selection on appropriate chart notes. Read the sections below to understand everything you need to know about lab configuration.- Use the Professional Contact Manager tool to manage the list of your practice's professional contacts, school medical personnel, and other professionals who may be part of care plans for many different patients.
Configure Diagnoses in PCC EHR
Clinicians can select diagnoses on a chart note, or add a new diagnosis to a patient's Problem List. Read the sections below to learn how to configure how diagnoses are recorded.- PCC EHR can alert you about specific clinical concerns, based on a patient's demographics, diagnoses, or other complex criteria combinations.
Run the Clinical Quality Measures Report
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.
Run the Meaningful Use Measures Report
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.Find and Share Patient Education and Handouts
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.Phone Encounter Performance Report
You can use the Phone Encounter Performance report to track phone note response time, report on phone tasks, and gather data for PCMH purposes.Health Information Summary Report
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.
Get Started with Direct Secure Messaging
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.
Submit Immunization Records to Your Registry
PCC EHR can automatically send completed immunization orders to your local immunization registry.- 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.
- This video provides an in-depth look at lab order configuration in PCC EHR. Along the way, you'll learn how to assign specific LOINC tests to a lab order, configure an order for electronic results, control default order privacy settings, and more.
Report on Lab Test Results in PCC EHR
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 […]Configure Visit Statuses in PCC EHR
Contents1 Customize Your Practice’s Visit Statuses2 Customize Your Visit Status Counters PCC comes with a set of visit statuses that you can use to indicate patient status on the schedule screen. PCC encourages each practice to configure its own visit statuses to compliment the practice’s workflow. Customize Your Practice’s Visit Statuses You can add any […]- Learn special techniques for searching for patient and account records.
Washington State C-CDA Submission for Apple Care Patients
Use PCC reports and tools to send patient chart records to the Washington Medicaid Link4Health Clinical Data Repository.Configure Document Categories, File Sources, and Default Behaviors
PCC EHR enables you to pull in documents from various sources and attach them to charts, visits and orders. Use the Document Administration tool to configure defaults and options for how PCC EHR handles these documents.- You can generate and save custom reports and report categories in PCC EHR.
Find and Recall Patients Who Are Overdue for Vaccines
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.Send and Receive Direct Secure Messages
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 […]- How to use PCC EHR's Report Library to create custom reports.
Restrict Access to Reports in the Report Library
Contents0.1 Reports Without a Category1 Restrict Access to Customize Report and Manage Categories When you want to limit access to certain report categories to one or more user roles, click the “Manage Categories” button in the Report Library window. To manage access, select a category and click the “Edit” button, then select one or more […]Recall Patients Who Are Overdue for Vaccines
PCC EHR can create custom lists of patients who are overdue for any vaccine, or who are due soon. Watch this video to learn how to use the Overdue Vaccine Recall report.Restrict and Grant Access to Report Library Categories
Watch this video to learn how to restrict and grant access to reports in PCC EHR's Report Library.Configure PCC EHR for Telemedicine Encounters
Contents1 Create Telemedicine Visit Reasons for Scheduling2 Select Your Telemedicine Vendor3 Configure Telemedicine Links for Your Providers and Patients4 Add New Visit Statuses to Help Manage Telemedicine Visits5 Create a Telemedicine Visit Protocol6 Add Telemedicine Procedure Codes and Prices to Your PCC System6.1 Create a Telemedicine Procedure Group6.2 Add Telemedicine Procedures, Codes, and Prices7 Update […]Switch to the New Forms Solution in PCC EHR
Switch to a new forms solution in PCC EHR that empowers you to create and manage your own auto-filling forms, handouts, policies, and letters.Get Started with Direct Secure Messaging
Watch how to get started with Direct Secure Messaging, a HIPAA-compliant method in PCC EHR similar to email that empowers you to communicate and share records with other healthcare providers.Send, Receive, and Reconcile Direct Secure Messages
Learn how to send, receive, and reconcile Direct Secure Messages, a HIPAA-compliant method in PCC EHR that empowers practices to communicate and share records with other healthcare providers.Clinical Document Exchange: Initiator Role
Learn how to use Clinical Document Exchange to retrieve patient information from other health care providers in PCC EHR.Clinical Document Exchange: The Responder Role
Learn how to exchange clinical information with health care providers through Clinical Document Exchange, how to configure settings for patient consent, and how to get started with the Responder Role at PCC.Install and Set Up the Authy App
The Authy app turns your smartphone into a secure password generator for taking certain actions on your PCC system. Secure Authy passwords are used in conjunction with your regular PCC password to provide an extra layer of security for your account. This article covers how to install and set up the Authy app on your smartphone and tailor notifications to your preference.