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 (10 minutes • 7-2019)
• Video: Schedule Multiple Appointments in the Appointment Book (2 minutes • 08-2020)
• Schedule, Chart, and Bill a Telemedicine Encounter (8 min • 2020-04)

Check Patients In and Update Patient Information

• Check Insurance Eligibility Video (9.5 minutes • 12-2018)
• Patient Check-In Video (11.5 min • 08-2018)
• Work With Patient and Family Accounts Video (14 minutes • 10-2018)
• Documents in PCC EHR (10 minutes • 07/2019)
• Review and Update Patient Policies (7 minutes • 06-2018)

Recall and Connect with Patients and Families

• Reaching Patients and Families with the Patient Portal (15 minutes • 7-2019)
• Send Broadcast Messages to Patients and Families (4.5 min • 2020-03)
• 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)

Previous Patient and Account Tools (in Daily Operations)

If your practice still prefers to use the previous version of PCC’s patient and account management tools, you can find them in the Daily Operations window of Practice Management.

• Get Started with Practice Management (Partner) (7 minutes • 2019)
• Patients and Families
  • Video Overview: Edit Accounts and Patients in Partner (6 minutes • 2014)
  • Partner Family Editor Video (25 minutes • 2014)
  • Partner Patient Editor Video (32 minutes • 2014)
• Check In Patients
  • Partner Checkin in 5 Minutes Video (4 minutes • 2014)
  • Partner Checkin Tutorial Video (17 minutes • 2014)
• Partner Structured Notes Video (5 minutes • 2006)

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 • 2020-03)
• Create Referrals, Labs, and Orders on Phone Notes (and Other Messages) (4 min • 2020-01)
• Video: Send a Text Message Directly to a Patient or Family (4 minutes • 06-2020)
• Send Broadcast Messages to Patients and Families (4.5 min • 2020-03)

See Patients and Chart the Visit

• Answer Memory, Last Answer, and Auto-Notes in PCC EHR (5 minutes • 2014)
• Make a Visit Ready for Billing in PCC EHR (7.5 minutes • 2019)
• Chart with Multiple Protocols (4 minutes • 2013)
• Clinical Alerts in PCC EHR (5.5 minutes • 11-2018)
• Create and Complete Orders in PCC EHR (18 minutes • 2018)
• Video: Generate Outbound Lab and Radiology Requisitions in PCC EHR (6 minutes • 08-2020)
• Improve Care for Patients With Chronic Diseases and Special Needs (10 minutes • 7-2018)
• Patient Medical Record Privacy (10.5 minutes • 9-2017)
• Use Orders to Track Clinical Data (10 minutes • 2-2018)
• Vaccine Inventory Tracking in PCC EHR (10.5 minutes • 5-2017)
• Schedule, Chart, and Bill a Telemedicine Encounter (8 min • 2020-04)
• Video: Signing in Pocket PCC (2 minutes • 08-2020)

Prescribing in PCC EHR

• PCC eRx – Set Up Staff and Clinicians (7.5 minutes • 5-2017)
• PCC eRx – Prescribe Medications (8 minutes • 8-2019)
• PCC eRx – Process Prescriptions on the Rx Queue (6 minutes • 2-2017)
• PCC eRx – Dosing and Other Prescribing Tools (9.5 minutes • 5-2017)
• PCC eRx – Medication History (9 minutes • 3-2017)
• PCC eRx – Allergies (5.5 minutes • 2-2017)
• PCC eRx – Prescription Favorites (10 minutes • 8-2017)
• PCC eRx – Custom Medication Items (7.5 minutes • 8-2017)
• Optimize Drug Search in PCC eRx (6 minutes • 11-2017)

Billing and Back Office Videos

Learn how to post charges, enter payments and adjustments, create custom reports, and more.

• Make a Visit Ready for Billing in PCC EHR (7.5 minutes • 2019)
• Post Charges in PCC EHR (9.5 min • 2020-03)
• Video: View and Work with a Patient’s Billing History in the Chart (2.5 minutes • 08-2020)
• Video: Post an Administrative Charge (2.5 minutes • 08-2020)
• Video: Post Hospital Charges in PCC EHR (3 minutes • 08-2020)
• Bill for Phone Encounters and Portal Messages (6.5 min • 2020-03)
• Schedule, Chart, and Bill a Telemedicine Encounter (8 min • 2020-04)
• Check Insurance Eligibility Video (9.5 minutes • 12-2018)
• Review and Update Patient Policies (7 minutes • 06-2018)

PCC EHR Configuration and Setup

• Create a Custom Report (8 minutes • 09-2019)
• Appointment Book: User Accounts and Visit Reason Configuration Video (5.5 minutes • 11-2018)
• Appointment Book: Provider Hours and the Calendar Video (6 min • 11-2018)
• Clinical Instructions Overview (3 min • 06-2016)
• Configure PCC EHR Protocols and Chart Sections (6 minutes • 10-2017)
• Configure Patient Check-In Video (9 min • 09-2018)
• 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)
• Restrict and Grant Access to Report Library Categories (2 min • 2019)

Back Office Tasks and Configuration in Practice Management

• Check Out Patients and Post Charges
  • Overview: Post Charges in Partner (4 minutes • 2014)
  • Post Charges in Practice Management, Part I (20 minutes • 2014)
  • Post Charges in Practice Management, Part II (17 minutes • 2014)
• Update Patient Insurance Policies: Billing Office (10 minutes • 07-2018)
• Post Personal Payments (9 minutes • 2014)
• Use Correct Mistakes to Review and Edit Charge History (15 minutes • 2008)
• Partner Structured Notes Video (5 minutes • 2006)
• Auto-Post Insurance Payments Video (2009)
• Contract Fee Schedules (Allowables) (2009)
• Video: Handle Insurance Overpayments and Takebacks (10.5 minutes • 2-2020)
• Insurance Policy Change Log Video (2007)
• Read EDI Reports (5 minutes • 2007)
• Run Partner SRS Reports (7 minutes • 2014)
• Review and Update Patient Policies (7 minutes • 06-2018)
• SAM Scheduling Configuration (PCC’s Previous Appointment Minder)
  • Quickstart: SAM Scheduling Configuration (5 minutes • 2014)
  • SAM Configuration Part I: Profiles and the Provider Calendar (20.5 minutes • 2014)
  • SAM Configuration Part II: Configuration Tables (8 minutes • 2014)
  • The Standard Sick Call Blocker Web Lab (28 minutes • 2014)

Recent PCC Software Release Videos

• PCC 8.13 Release Video Series
• PCC COVID-19 Updates Video Playlist (2020-06)
• PCC 8.12 Release Videos (02-2020)
• PCC 8.11 Release Videos (10-2019)
• PCC 8.9 Release Video (17 minutes • 05-2019)
• PCC 8.8 Release Video (5 minutes • 04-2019)
• PCC 8.7 Release Video (23 minutes • 2-2019)
• PCC 8.6 Release Video (23 minutes • 10-2018)
• PCC 8.5 Release Video (26 minutes • 08-2018)
• PCC 8.4 Release Video (19 minutes • 05-2018)
• PCC 8.3 Release Video (18 minutes • 02-2018)
• PCC 8.2 Release Video (9 minutes • 12-2017)
• PCC 8.1 Release Video (13 minutes • 7-2017)
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Monthly Pediatric Coding Web Labs

PCC’s Jan Blanchard (CPC, CPEDC) hosts monthly web labs on pediatric practice management, billing, and coding. To watch a video recording, visit the Pediatric Practice Management, Billing, and Coding Web Labs article.

E&M Coding Series

E&M coding is changing in 2021. Stay-tuned for all new materials, coming soon.

• Part I: New Patient vs Established Patient E&M Services (10 min • 9/2016)
• Part II: Documenting Histories in E&M (8 min • 10-2016)
• Part III: Documenting Physical Exam in E&M (5 min • 11-2016)
• Part IV: Judgment Calls in E&M Leveling (6.5 minutes • 12-2016)
• Part V: Documenting Medical Decision Making in E&M (6 minutes • 1-2017)
• Part VI: Quiz: E&M Leveling (3 minutes • 6-2017)

Other Topics

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• Get Help at support.pcc.com (3 minutes • 2014)
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• Get Started with PCC Community and PCCTalk (7.5 minutes • 05-2018)

Claim Rejection Reasons

• Claim Rejection Reasons, Part 1: Rejections You Can Fix Before the Claim is Sent (7min • 10-2016)
• Claim Rejection Reasons, Part 2: Rejections From a Claim Clearinghouse (5 min • 11-2016)
• Claim Rejection Reasons, Part 3: Rejections from a Payer (6.5 minutes • 11/2016)