Configure Chart Notes and Components

You can use PCC EHR's Protocol Configuration Tool to create and edit custom chart notes, phone notes, and order follow-up notes in PCC EHR.

  • First, you can design and edit components, or the "building blocks" for a chart note, in the Component Builder.
  • Next, you can use the Protocol Builder to assemble those components into protocols and configure their onscreen behavior.
  • Finally, the Protocol Map controls which protocols will be used to generate chart notes for provider visits.

Good custom protocols lead to faster and more efficient charting and result in more consistent care for patients. PCC Software Support can train you on the PCC EHR Protocol Configuration Tool and provide ongoing support as your providers adapt PCC EHR to their workflow.

Check Out Awesome Examples: PCC hosts a web site displaying protocols created by pediatric practices around the country. You can review these award-winning chart notes at

Training Videos

Get Started

  • Open the Protocol Configuration Tool

    Run the PCC EHR Configuration tool to edit components, work on your custom chart notes, or modify the Medical Summary or Demographics sections of the chart. The Protocol Configuration tool is found in the Tools menu.
  • Chart Note Configuration Introduction

    PCC EHR's Protocol Configuration Tool creates and edits custom chart notes, phone notes, and order follow-up notes in PCC EHR.
  • Create and Edit a Protocol

    Follow the steps below to use the Protocol Configuration tool to clone or create a new protocol and add components to that protocol.

Learn More

  • Adjust PCC EHR Components with the Component Builder

    Use the Component Builder to create or edit the different components that make up a protocol. You can create a custom component to deal with a particular charting need, with your own wording, and then use the Protocol Builder to add that component to relevant chart notes. You can also use the Component Builder to modify the details or wording of different components, such as adding a new available items to the History or Review of Systems components.
  • Order Configuration Examples

    Read the examples below to learn how to create or edit an order, set default behaviors, and add specific LOINC tests for charting.
  • Add Age-Appropriate Immunizations to a Chart Note Protocol

    Follow the steps below to use the Protocol Configuration tool to add the correct, age-specific immunizations to Well Child chart note protocols.
  • Add Chart-Wide Components to a Chart Note Protocol

    You can add many special components, which appear elsewhere in a patient's chart, to your customizable chart note protocols. These include siblings, growth charts, Recent and Upcoming Appointments, any Medical Summary component, and any Demographics component.
  • Protocol Builder Reference

    After you Open the Protocol Configuration Tool, click on "Protocol Builder" to create or edit a chart note protocol.
  • Component Reference

    Components are the building blocks of protocols, which are used to generate chart notes for visits. By understanding the different component types and the available specialized components, you will be able create useful new sections for your chart notes and configure them.
  • Protocol Map: Assign Protocols to Providers and Visit Reasons

    Use the Protocol Map to determine which protocols will be used for chart notes for specific visit reasons and providers.
  • Use Orders to Track Clinical Measures for Reporting, Mandates, and Incentive Programs

    Whether you are tracking something for PCMH, pay for performance, or another incentive program, you can use an order in PCC EHR to record medical information that meets reporting requirements. Learn how to set up your orders, and special tips and techniques to help your practice workflow.
  • Create a Telemedicine Visit Protocol

    In PCC EHR, you can create and customize chart note protocols for different visit types. PCC recommends you create a “Telemedicine Sick” protocol, along with other telemedicine-based protocols you expect to schedule. Those protocols can then be configured to appear automatically for telemedicine visits. Create a Telemedicine Protocol for Sick Visits Customize Other Chart Note […]