Learn with Training Videos.
Learn how to schedule, see patients, and chart and bill visits. You can also watch videos to help catch up on new PCC features.
-
Learn with Training Videos.
Learn how to schedule, see patients, and chart and bill visits. You can also watch videos to help catch up on new PCC features.
-
Learn with Training Videos.
Learn how to schedule, see patients, and chart and bill visits. You can also watch videos to help catch up on new PCC features.
Get Started and PCC Basics
Get Started with PCC EHR
Ready to log in and start seeing patients? Use the videos below to get started with PCC EHR and then learn more about specific features.
- Log In and Navigate PCC EHR (9 min • 03-2025)
- Review a Patient Chart in PCC EHR (19 min • 04-2025)
- Schedule a Patient in the Appointment Book (8 minutes • 06-2024)
- Pre-Check-In in PCC EHR (4:29 • 11-2024)
- Check In a Patient (11.5 min • 08-2018)
- Review and Update Patient and Family Demographics (14 minutes • 10-2018)
- Chart a Visit in PCC EHR (12 min • 11-2024)
- Post Charges for an Encounter (9.5 min • 2020-03)
- Post Personal Payments and Write Off Charges (8 minutes • 08-2022)
- Schedule, Chart, and Bill a Telemedicine Encounter (8 min • 04-2020)
Useful Tools for the Whole Office
- Get Started with PCC Community and PCCTalk (7.5 minutes • 05-2018)
- 15 Tips to Optimize Your PCC EHR Experience (7.5 minutes • 01-2018)
- Send a Text Message Directly to a Patient or Family (3.5 minutes • 06-2020)
- Send Chat Messages to Colleagues (2.5 minutes • 06-2020)
- Search Task Queues in PCC EHR (2 minutes • 08-2020)
- Expand Short Text into Common Phrases in PCC EHR (3 minutes • 06-2020)
- Use Visit Status Counters to Know Where You’re Needed (5 minutes • 03-2025)
- Get Started in pocketPCC (4.5 min • 4-2025)
Configuration and Setup
- Manage User Accounts and Passwords (4 minutes • 03-2021)
- Configure User Roles and Permissions (4 minutes • 03-2021)
- Create a Custom Report (8 minutes • 09-2019)
- Configure PCC EHR Protocols and Chart Sections (6 minutes • 10-2017)
Schedule, Check In, and Connect with Patients and Families
How do you schedule patients, check insurance eligibility, check them in, and update all their information? How can your practice communicate with patients and families, and send them messages and notifications about upcoming appointments? Watch the videos below to learn more.
Schedule Appointments
- Schedule a Patient in the Appointment Book (8 minutes • 06-2024)
- Schedule Multiple Appointments in the Appointment Book (2 minutes • 08-2020)
- Schedule, Chart, and Bill a Telemedicine Encounter (8 min • 04-2020)
Check Patients In and Update Patient Information
- Check Patient Insurance Eligibility (9.5 minutes • 12-2018)
- Check In a Patient (11.5 min • 08-2018)
- Review and Update Patient and Family Demographics (14 minutes • 10-2018)
- Import and Work With Documents (10 minutes • 07-2019)
- Update a Patient’s Insurance Policies (6 minutes • 06-2018)
- Help Families Opt In to Email and SMS Communication (2.5 minutes • 02-2021)
- Front Desk Essentials (61 min • 04-2022)
Recall and Connect with Patients and Families
- Reach Patients and Families with the Patient Portal (8:53 • 11-2024)
- Send Broadcast Messages to Patients and Families (4.5 minutes • 03-2020)
- Recall Patients for Preventive Well Visits in PCC EHR (3.5 minutes • 05-2020)
- Recall Patients Who Are Overdue for Vaccines (3 minutes • 11-2019)
Configuration and Setup
- Configure CHADIS in PCC EHR (4 minutes • 06-2021)
- Configure Scheduling Roles and Visit Reasons (5.5 minutes • 11-2018)
- Configure Provider Hours and Calendar (6 min • 11-2018)
- Configure User Roles and Permissions (4 minutes • 03-2021)
- Clinical Instructions Overview (3 min • 06-2016)
- Configure Patient Check-In (9 min • 09-2018)
- Create a Custom Report (8 minutes • 09-2019)
- Restrict and Grant Access to Report Library Categories (2 min • 2019)
Triage, See Patients, Chart, and Prescribe
Triage, Chart, See Patients and Prescribe
Check out the sections below for videos on clinical actions in PCC EHR.
Phone Calls and Messages
- Work With Phone Notes and Tasks (10 minutes • 04-2019)
- Bill for Phone Encounters and Portal Messages (6.5 min • 03-2020)
- Create Referrals, Labs, and Orders on Phone Notes (and Other Messages) (4 minutes • 01-2020)
- Send a Text Message Directly to a Patient or Family (3.5 minutes • 06-2020)
- Send Broadcast Messages to Patients and Families (4.5 minutes • 03-2020)
See Patients and Chart the Visit
- Chart a Visit in PCC EHR (12 min • 11-2024)
- Prepare an Encounter for Billing (6 minutes • 03-2021)
- Chart with Answer Memory, Last Answer, and Your Custom Auto-Notes (5 minutes • 2014)
- Chart with Multiple Protocols (4 minutes • 2013)
- Clinical Alerts in PCC EHR (5.5 minutes • 11-2018)
- Improve Care for Patients With Chronic Diseases and Special Needs (10 minutes • 07-2018)
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- Review a Patient Chart in PCC EHR (19 min • 04-2025)
- Patient Medical Record Privacy (10.5 minutes • 9-2017)
- Schedule, Chart, and Bill a Telemedicine Encounter (8 min • 04-2020)
- Get Started in pocketPCC (4.5 min • 4-2025)
- Export a Whole Patient Chart (2 minutes • 2025-02)
Create and Complete Orders
- Create and Complete Orders in PCC EHR (13 minutes • 2020)
- Review, Order and Administer Immunizations (5 minutes • 08-2021)
- Generate Outbound Lab and Radiology Requisitions in PCC EHR (6 minutes • 08-2020)
- Add E-Lab Users and Import E-Lab Results (12.5 minutes • 08-2023)
- Unlink an E-lab Result from a Patient’s Record (1 minute • 06-2023)
- Use Orders to Track Clinical Data (10 minutes • 02-2018)
- Manage Immunization Lots and Track Vaccine Inventory (6.5 minutes • 08-2021)
Prescribing in PCC EHR
- PCC eRx – Set Up Staff and Clinicians (7.5 minutes • 05-2017)
- Prescribe Medications (4 minutes • 02-2024)
- Prescribing 101: PCC eRx Essentials for New Users (52 minutes • 11-2023)
- Prescribing 201: Beyond the Basics of PCC eRx (65 minutes • 01-2022)
- Optimize Drug Search in PCC eRx (6 minutes • 11-2017)
- Check Prescription Pricing and Insurance Coverage While You Prescribe (3 minutes • 10-2023)
- Resend a Prescription (2 minutes • 10-2023)
Configuration and Setup
- Clinical Instructions Overview (3 min • 06-2016)
- Configure PCC EHR Protocols and Chart Sections (6 minutes • 10-2017)
- Create a Telemedicine Visit Protocol (13 minutes • 04-2020)
- Lab Order Configuration Video (16 min • 2016)
- Create a COVID-19 Lab Order (3:00 • 05-2020)
Billing and Practice Management
Billing and Back Office Videos
Learn how to post charges, enter payments and adjustments, create custom reports, and more.
Pre-Visit
- Update a Patient’s Insurance Policies (6 minutes • 06-2018)
- Check Patient Insurance Eligibility (9.5 minutes • 12-2018)
- Account Notes and Encounter Billing Notes (4 min • 2025-01)
Post Charges
- Prepare an Encounter for Billing (6 minutes • 03-2021)
- Post Charges for an Encounter (9.5 min • 2020-03)
- Post an Administrative Charge (2.5 min • 2020-08)
- Post Hospital Charges (3 min • 2020-08)
- Bill for Phone Encounters and Portal Messages (6.5 min • 03-2020)
- Schedule, Chart, and Bill a Telemedicine Encounter (8 min • 04-2020)
Bill Insurance
- Submit Claims (5 minutes • 2024-05)
- Configure Claim Holds and Claim Delay (4.5 min • 2024-05)
- Respond to Claim Rejections (5 minutes • 2025-09)
Post Insurance Payments
- Autopost ERAs in PCC EHR (6 min • 2024-09)
- Handle Claim Responses That Can’t Be Autoposted (5 min • 2025-09)
- Manually Post Insurance Payments and Adjustments (13.5 min • 2023-10)
- Reverse an Insurance Payment (Post a Takeback) (5 min • 2025-09)
- Post Less-Common Payments (6.5 min • 2024-02)
Bill the Family
- Generate Personal Account Bills (4.5 min • 2024-09)
- Print a Single Account Statement (1.5 min • 2025-01)
- Review Payment History and Edit Personal Payments (7 min • 08-2022)
- Refund Personal Credits (2.5 min • 2022-11)
Post Personal Payments, Receipts, and Adjustments
- Post Personal Payments and Write Off Charges (8 minutes • 08-2022)
- Print a Receipt (3 min • 08-2022)
- Refund Personal Credits (2.5 min • 2022-11)
Work Insurance A/R and Personal A/R
- Review a Family’s Account History (3 min • 2025-09)
- Follow Up on Unpaid Encounters with Insurance Balances (3 min • 2025-09)
- Work Personal Balances (5 min • 2025-09)
- Edit Encounter Charges and Resubmit Claims (6 min • 2025-01)
- Review Payment History and Edit Personal Payments (7 min • 08-2022)
- Post a Returned Check or Other Personal Payment Reversal (4 minutes • 2022-11)
Configuration and Setup
- Edit Your Practice’s Configuration Tables (3.5 min • 2025-01)
- Edit Your Practice’s Procedures, Codes, Adjustments, and Prices (6 min • 2025-01)
- Edit the Insurance Plans on Your PCC System (7 minutes • 2025-01)
PCC Software Releases
Our Next Release
- PCC 10.4 Release Training
- PCC 10.4 Release Videos
- PCC 10.4 Beta Video Series (55 min • 2025-09-05)
Recent Software Releases
- PCC 10.2 General Deployment Weblab (1 hour 42 minutes • 02-2025)
- PCC 10.2 Overview and Video Series (8 minutes • 02-2025)
- PCC 10.1 Overview and Video Series (7 min • 2024-09)
- PCC 10.1 General Deployment Weblab (1 h 10 min • 2024-10)
- PCC 10.0 Overview and Video Series (5.5 min • 2024-05)
- PCC 9.9 Overview and Video Series (5 min • 2024-02)
- PCC 9.9 Release Web Lab (55 minutes • 2024-03)
- PCC 9.8 Overview and Video Series (7 minutes • 2023-10)
- PCC 9.7 Overview and Video Series (3.5 min • 2023-06)
- PCC 9.5 Overview and Video Series (3 min • 2022-11)
- PCC 9.4 Overview and Video Series (7 min • 08-2022)
- PCC 9.1 Overview and Video Series (2 minutes • 09-2021)
- PCC 9.0 Release Video (4 minutes • 08-2021)
Live Trainings and Drop-In Sessions
Drop-In Sessions
Watch recorded live web labs and Q&A sessions moderated by PCC subject matter experts.
- Patient Engagement Training and Drop-In Sessions
- Pediatric Billing Drop-In Sessions
- PCC eRx Drop-In Sessions
Upcoming Software Releases
Find recorded live training sessions for upcoming software releases on the PCC Software Releases tab.