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 • 07-2019)
• 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)
• Review and Update Patient Insurance Policies (7 minutes • 06-2018)
• Help Families Opt In to Email and SMS Communication (2.5 minutes • 02-2021)

Recall and Connect with Patients and Families

• Reach Patients and Families with the Patient Portal (15 minutes • 07-2019)
• 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)

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 with Answer Memory, Last Answer, and Your Custom Auto-Notes (5 minutes • 2014)
• Prepare an Encounter for Billing (6 minutes • 03-2021)
• 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)
• Look Up and Import Patient Immunizations from Your State Registry (3.5 minutes • 03-2021)
• Review a Patient Chart in PCC EHR (20 min • 12-2018)
• Patient Medical Record Privacy (10.5 minutes • 9-2017)
• Schedule, Chart, and Bill a Telemedicine Encounter (8 min • 04-2020)
• Signing in pocketPCC (2 minutes • 08-2020)

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)
• 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)
• PCC eRx – Prescribe Medications (8 minutes • 08-2019)
• PCC eRx – Process Prescriptions on the Rx Queue (6 minutes • 02-2017)
• PCC eRx – Dosing and Other Prescribing Tools (9.5 minutes • 05-2017)
• PCC eRx – Medication History (9 minutes • 03-2017)
• PCC eRx – Allergies (5.5 minutes • 02-2017)
• PCC eRx – Prescription Favorites (10 minutes • 08-2017)
• PCC eRx – Custom Medication Items (7.5 minutes • 08-2017)
• 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.

• Prepare an Encounter for Billing (6 minutes • 03-2021)
• Post Charges in PCC EHR (9.5 min • 03-2020)
• Post Personal Payments (6.5 minutes • 09-2021)
• Work with a Patient’s Billing History in the Chart (2.5 minutes • 08-2020)
• Post an Administrative Charge (2.5 minutes • 08-2020)
• Post Hospital Charges (3 minutes • 08-2020)
• Bill for Phone Encounters and Portal Messages (6.5 min • 03-2020)
• Schedule, Chart, and Bill a Telemedicine Encounter (8 min • 04-2020)
• Check Patient Insurance Eligibility (9.5 minutes • 12-2018)
• Review and Update Patient Insurance Policies (7 minutes • 06-2018)

PCC EHR Configuration and Setup

• Configure User Roles and Permissions (4 minutes • 03-2021)
• 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)
• Post Personal Payments (6.5 minutes • 09-2021)
• Create a COVID-19 Lab Order (3:00 • 05-2020)
• Restrict and Grant Access to Report Library Categories (2 min • 2019)

Under-the-Hood Configuration and Tasks in Practice Management

• Review Policies in Practice Management and Add an Insurance Plan to Your System (10 minutes • 07-2018)
• Edit Encounter Charge Information and Generate a New Claim (15 minutes • 2008)
• Handle Insurance Overpayments and Takebacks (10.5 minutes • 02-2020)
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• Run Partner SRS Reports (7 minutes • 2014)
• Review and Update Patient Insurance Policies (7 minutes • 06-2018)
• Configure SAM (5 minutes • 2014)

Recent PCC Software Release Videos

• PCC 9.1 Release Video Series (2 minutes • 09-2021)
• PCC 9.0 Release Video (4 minutes • 08-2021)
• PCC 8.15 Release Video Series (03-2021)
• PCC 8.14 Release Video Series (10-2020)
• PCC 8.13 Release Video Series (07-2020)
• PCC COVID-19 Updates Video Series (06-2020)
• PCC 8.12 Release Video Series (02-2020)
• PCC 8.11 Release Video Series (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 • 02-2019)
• 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)

Pediatric Web Labs

PCC’s subject matter experts, including Jan Blanchard (CPC, CPEDC), host web labs on pediatric practice management, billing, coding, and other issues.

Some web labs are recorded and archived. To watch a video recording of a web lab, visit the Pediatric Practice Management, Billing, and Coding Web Labs article.

E&M Coding

E&M coding changed in 2021. PCC offered web labs and Q&A sessions to help practices make the transition.

• 2021 E&M Coding Updates
• The Impact of 2021 E&M Changes on Pediatricians
• PCC 2021 E&M Workshop
• PCC 2021 E&M FAQ&A

Other Topics

• Get Help at support.pcc.com (3 minutes • 2014)
• Get Started with PCC Community and PCCTalk (7.5 minutes • 05-2018)
• Manage User Accounts and Passwords (4 minutes • 03-2021)
• Configure User Roles and Permissions (4 minutes • 03-2021)
• Configure CHADIS in PCC EHR (4 minutes • 06-2021)

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)