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 Videos

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 • 04-2018)
Schedule a Patient in the Appointment Book (10 minutes • 7-2019)
Check In a Patient (11.5 min • 08-2018)
Chart a Visit in PCC EHR (9 minutes • 2018)
Review and Update Patient and Family Demographics (14 minutes • 10-2018)
Post Charges in PCC EHR (9.5 min • 2020-03)
Schedule, Chart, and Bill a Telemedicine Encounter (8 min • 2020-04)

Useful Tools for the Whole Office

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)
Video: Search Task Queues in PCC EHR (2 minutes • 08-2020)
Video: Snap Text (3 minutes • 06/2020)
Use Visit Status Counters to Know Where You’re Needed (5 minutes • 12-2016)

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 (10 minutes • 7-2019)
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 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)
Documents in PCC EHR (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 • 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)

Triage, Chart, See Patients, 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 • 2020-03)
Create Referrals, Labs, and Orders on Phone Notes (and Other Messages) (4 min • 2020-01)
Send a Text Message Directly to a Patient or Family (3.5 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)
Prepare an Encounter for Billing (6 minutes • 2021-03)
Chart with Multiple Protocols (4 minutes • 2013)
Clinical Alerts in PCC EHR (5.5 minutes • 11-2018)
Create and Complete Orders in PCC EHR (13 minutes • 2020)
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)
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)
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)
Signing in pocketPCC (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.

Prepare an Encounter for Billing (6 minutes • 2021-03)
Post Charges in PCC EHR (9.5 min • 2020-03)
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 • 2020-03)
Schedule, Chart, and Bill a Telemedicine Encounter (8 min • 2020-04)
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)
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

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)
Review Policies in Practice Management and Add an Insurance Plan to Your System (10 minutes • 07-2018)
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Edit Encounter Charge Information and Generate a New Claim (15 minutes • 2008)
Video: Handle Insurance Overpayments and Takebacks (10.5 minutes • 2-2020)
Insurance Policy Change Log Video (2007)
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 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 Coding and Practice Management

Monthly Pediatric Web Labs

PCC’s Jan Blanchard (CPC, CPEDC) hosts monthly web labs on pediatric practice management, billing, and coding.

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.

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)